Relationship Sales Resume Samples

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FR
F Rogahn
Fern
Rogahn
81356 Zieme Stravenue
San Francisco
CA
+1 (555) 925 0020
81356 Zieme Stravenue
San Francisco
CA
Phone
p +1 (555) 925 0020
Experience Experience
Chicago, IL
Cib-relationship Sales Officer
Chicago, IL
Stoltenberg-Stiedemann
Chicago, IL
Cib-relationship Sales Officer
  • Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
  • Develop and execute an effective marketing scheme at client level to grow cash and liquidity business
  • Assist to organize and coordinate client events and communication to promote and strengthen J.P. Morgan’s franchise
  • Promoting sales through frequent client meetings and discussions covering new products, market and industry developments
  • Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
  • Competence in assessing new opportunities/prospecting, contacting key decision makers
  • Participate and contribute in end-to-end reviews to ensure constant improvement in our product and service delivery to clients
New York, NY
Customer Relationship Sales Representative
New York, NY
Yundt, Marks and Will
New York, NY
Customer Relationship Sales Representative
  • Shape a positive customer perception of Canadian Tire
  • Look for ways and apply new ideas to keep Customers for Life
  • Maintain accurate customer information
  • Superior problem solving abilities
  • Proven sales aptitude
  • Tasked with maintaining subject matter expertise within assigned vertical and provides guidance across the Sales organization on specialty
  • Client management with new business attainment is expected
present
Philadelphia, PA
Bilingual Customer Relationship Sales Representative
Philadelphia, PA
Homenick Inc
present
Philadelphia, PA
Bilingual Customer Relationship Sales Representative
present
  • Develop effective relationships to contribute to a positive work environment
  • Take responsibility for continuous learning and development
  • Take opportunity to provide customers with relevant products & services
  • Apply technical/product/process knowledge within varied situations
  • Protect the integrity and security of customer account information
  • Bilingual in both English and French
  • Passion for customer service
Education Education
Bachelor’s Degree in Teamwork
Bachelor’s Degree in Teamwork
Brigham Young University
Bachelor’s Degree in Teamwork
Skills Skills
  • A good understanding of risk and the ability to detect and highlight risk issues
  • Strong communication skills to effectively sell the product to internal and external channels
  • Team player with good sales, coordination and communication skills
  • A professional at global clearing and correspondent banking business
  • At least 8-year banking experience in wholesales/corporate segments
  • Relationship and prospect selling experience
  • 5+ years of banking, cash management and/or escrow experience
  • Flexibility to travel to visit domestic & overseas clients independently
  • Confidence to manage existing relationships
  • Fluent in English and Mandarin
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15 Relationship Sales resume templates

1

Cib-relationship Sales Officer Resume Examples & Samples

  • Strong experience selling cash management products, knowledge of such products (5-7 years industryexperience)
  • Strong account planning and demonstrated execution
  • Demonstrated leader through the ability to motivate others and provide a strategic vision
2

Relationship Sales Officer Resume Examples & Samples

  • Responsible for executing against a specialized sales strategy by actively managing and growing revenue in the healthcare vertical, understanding client needs, applying consultative selling, cultivating references and developing appropriate product solutions
  • Develop and execute the specialized sales strategy in conjunction with Management while coordinating with JPMorgan Chase Lines of Business and with Chase Paymentech client service, product, operations, technology, risk, credit, legal and other areas to optimize product and service delivery
  • Attend sales calls and strategy sessions with field sales in the role of industry expert consultant
  • Remain knowledgeable of company's products to facilitate sales efforts as they relate to assigned specialized strategy
  • Maintain an understanding of risks impacting the business and partner with management to escalate and resolve risks appropriately
  • Successful candidates understand client needs and have an innate ability to creatively solve business objectives, delivering the appropriate products and services to meet needs. This individual will also have a proven tenacity and ability to move forward complex projects and initiatives
  • 3 years of healthcare sales experience with a proven track record of meeting revenue and retention goals or related solution selling experience to enterprise level accounts
  • 3 years of experience with payment processing technology/software solutions
  • Excellent verbal and written presentation skills
  • Demonstrated ability to build positive interpersonal, relationships with business owners and/or company C-Level individuals
  • Open to candidates outside of the locations listed, but must reside close to an airport for travel
  • 5 years of payment processing sales experience targeting C-suite executives
  • 5 years of experience with technology solutions
  • Ability to travel 25% is required
  • Comfortable and able to thrive working in a matrix environment
3

Relationship Sales Resume Examples & Samples

  • Responsible for executing against a specialized sales strategy by actively managing and growing revenue in partner vertical prospect portfolios, understanding client needs, applying consultative selling, cultivating references and developing appropriate product solutions
  • Client management with new business attainment is expected
  • Contacts prospective clients to determine the opportunity and perform sales analysis to match our company's products with identified needs within our payments solutions portfolio
  • Acts as principal point of contact with clients for contractual issues
  • Maintain sales records and prepare sales reports as required
  • 5-7 years of payment processing sales experience
  • 5+ years sales experience to C-suite executives
  • Proven history of quota attainment
  • Possess strong work ethic and self-discipline leading to increased sales
  • Microsoft Office Suite experience in Excel, Word, PowerPoint
  • Salesforce, CRM experience
4

Relationship Sales Officer, Healthcare Resume Examples & Samples

  • Define integration gaps and develop relationships by which we can seek to close them
  • Tasked with maintaining subject matter expertise within assigned vertical and provide guidance across the Sales organization on specialty
  • 5+ years of healthcare sales experience with a proven track record of meeting revenue and retention goals or related solution selling experience to enterprise level accounts
  • 5+ years of experience with payment processing technology/software solutions
  • Self-motivated with a drive to excel
  • 5+ years of payment processing sales experience targeting C-suite executives
  • 5+ years of experience with technology solutions
  • Strong comfort with a combination of cold-calling and networking to cultivate new opportunities
  • Ability to travel 25%+ is required
5

Relationship Sales Officer Resume Examples & Samples

  • Payment processing experience required
  • Minimum 5 years sales experience in the payment processing industry with Mid to Large size organizations'
  • International Payment processing experience preferred
  • Ability to develop business prospects, close sales, have excellent verbal and written, interpersonal and communication skills
  • Knowledge of payment industry products, pricing practices, and business operations
  • Must travel accordingly within the U.S
6

Relationship Sales Officer Resume Examples & Samples

  • Responsible for executing against a specialized sales strategy by actively managing and growing revenue in partner portfolio, understanding client needs, applying consultative selling, cultivating references and developing appropriate product solutions
  • Develops and executes the specialized sales strategy in conjunction with Management while coordinating with JPMorgan Chase Lines of Business and with Chase Paymentech client service, product, operations, technology, risk, credit, legal and other areas to optimize product and service delivery
  • Tasked with maintaining subject matter expertise within assigned vertical and provides guidance across the Sales organization on specialty
  • Has the ability to provide a face to the vertical segment outside of the firm to develop and grow strategic relationships through public speaking engagements, panel discussions, events, and trade shows
  • 5-7 years of B:B (business to business) sales experience with a proven track record of self sourcing leads that result in meeting revenue and retention goals or related solution selling experience to enterprise level accounts
  • 3- 5 years of financial or transaction processing experience with AMEX, ADP or other point of sale (hardware/software) connections preferred
  • 5-7 years of payment processing sales experience with 5+ years sales experience to C-suite executives
  • Ability to travel 25%
7

Cib-relationship Sales Manager Resume Examples & Samples

  • Minimum of 10 years of sales and Treasury Services experience
  • Seasoned sales professional
  • Proven track record of revenue generation and closing significant business
  • Demonstrated ability to direct and manage a sales team
  • Ability to measure key performance metrics and drive their sales organization accordingly
  • Experience in establishing sales strategy to repeatedly accelerate year on year sales growth
  • Ability to hire and cultivate top sales management talent
8

Cib-team Lead & Senior Relationship Sales Officer Resume Examples & Samples

  • Strong Team Management Skills
  • Strong Relationship Management skills at a senior level
  • Proficiency in identifying and exploiting supplemental sales opportunities
  • Demonstrated ability to position and close new business
  • Ability to assist in the design, sale and delivery of value-added services
  • Competence in assessing new opportunities/prospecting, contacting key decision makers
  • Excellent verbal and communication skills
9

ML Correspondent Lending Relationship Sales Manager Resume Examples & Samples

  • Develop and maintain relationships with correspondents, table funders, and brokers through a systematic calling (in person, telephone, fax, e-mail, etc.) program
  • Identify, research, and recommend new correspondents, table funders, and brokers to Business Development Manager
  • Assure exceptional customer service for assigned geographic network through systematic calling program
  • Maintain thorough knowledge of BB&T's policies, procedures, pricing, products, underwriting requirements, regulatory issues, etc
  • Provide feedback and suggestions to Business Development Manager relating to customer service, programs, pricing, competition, plus other market conditions
  • College degree and five years mortgage banking experience, specifically with production or wholesale outside sales mortgage background
  • Strong working knowledge of FHLMC/FNMA, FHA, VA products and guidelines
  • Problem-solving ability
  • Self-motivated, results-driven, excellent interpersonal relationship and sales skills
  • Computer literate (Word, Excel, PowerPoint) including mortgage industry software
  • Ability to travel as network dictates, overnight and daily
  • Good working knowledge of wholesale mortgage banking
  • Experience in Wholesale Business Development/Account Executive role
  • Experience in sales presentation development and delivery
  • Please note: This position is a Telecommuter
10

Cib-relationship Sales Officer Resume Examples & Samples

  • Responsible for marketing Escrow Services to new prospects and existing clients
  • Manage client facing tasks in the region from sales planning, prospecting sales calls, delivering presentations, product-specific training, ongoing client management
  • Deliver agreed sales targets for the region by acting in close coordination with the regional Escrow team as well as the local Treasury Services, Commercial Bank, Corporate Bank and Investment Bank businesses
  • Conduct ongoing product training to assigned internal teams
  • Negotiate fees, terms and conditions on escrow deals in conjunction with the regional client service and product management teams
  • Manage front end aspects of client and deal due diligence including elements of the KYC and Client On-boarding requirements, and CRM system updates
  • Liaise with clients and colleagues globally to develop and sell cross-border solutions, targeting outgoing deals
  • Act as one
  • Strong communication skills to effectively sell the product to internal and external channels
  • Confidence to manage existing relationships
  • Analytical ability to understand local market requirements and determine appropriate strategy for the product
  • Collaborative behavior to get internal support for business objectives and ensure high degree of teamwork to satisfy client expectations
  • A good understanding of risk and the ability to detect and highlight risk issues
  • Graduate or undergraduate degree from a recognized university
  • 5+ years of banking, cash management and/or escrow experience
  • Relationship and prospect selling experience
11

Cib-relationship Sales Officer Resume Examples & Samples

  • 2-3 years of experience in consultative sales or client management
  • Experience with Federal Government Segment, a plus
  • Excellent presentation and communication skills financial services industry knowledge and ability to work direct with in matrixed environment
  • Ability to work independently with little professional guidance
  • Demonstrated ability to innovate, problem solve, and develop customized solutions
  • Proven client relationship skills
12

Bilingual Customer Relationship Sales Representative Resume Examples & Samples

  • Protect the integrity and security of customer account information
  • Build customer confidence in our ability to provide service
  • Understand and service customer needs - "owns the moment"
  • Look for ways and apply new ideas to keep Customers for Life
  • Take responsibility for continuous learning and development
  • Bilingual in both English and French
  • Proven sales aptitude
  • Computer knowledge and experience
  • Solid decision making skills
13

Bank BBO Relationship Sales Resume Examples & Samples

  • Five to eight years of sales experience in the financial services industry
  • Ability to work independently and in teams
  • Ability to develop and administer budgets
14

Cib-relationship Sales Officer Resume Examples & Samples

  • Working in partnership with GCB bankers to develop new profitable business from prospective clients; developing strategic account plans and executing them
  • Deepening and growing existing market relationships
  • Managing client visitation and contact; understanding clients' business goals, environments, strategies, and industry trends to better determine their requirements and identify potential new business opportunities for JP Morgan Treasury Services via appropriate solution(s); tradition cash management, trade, International, liquidity and commercial card
  • Understanding the competitions' capabilities and gaps, and how to position JP Morgan Treasury Services
  • Promoting sales through frequent client meetings and discussions covering new products, market and industry developments
  • Managing proposal writing and the entire sales process
  • Developing and enhancing in-depth client knowledge and sharing it with the client coverage team for both new business development and management of client risk
  • Working closely with the coverage team to drive efforts to expand existing business with current clients, providing feedback to product managers and generating cross-sell opportunities by maintaining strong working relationships with other JP Morgan lines of business
  • Engage JP Morgan Treasury Services sales, bankers and clients at senior and strategic levels to provide integrated treasury solutions within a consultative and client driven framework
  • Create strategic dialogues around key client-centric issues, incorporating best practices, benchmarking, opportunity quantification and solution positioning
  • Partner with internal product stakeholders when representing the client perspective in the development/evolution of complex products and solutions
  • Deliver thought leadership to the market, prospects and clients on the working capital solutions at client roundtables, industry conferences, webinars, articles, etc
  • Execute against a clear set of engagement principles that ensures consulting resources are mapped against the largest revenue opportunities within Treasury Services
  • Possesses knowledge and understanding of Treasury Services products, credit process, overdraft management discipline, and pricing philosophy
  • Possesses a minimum of 5+ years of US cash management, sales and relationship management experience
  • Strong creative solution and problem solving skills
  • Proven ability to build and develop relationships
  • Demonstrates cultural sensitivity and awareness
15

Cib-treasury Services Relationship Sales Officer Resume Examples & Samples

  • Strong experience selling cash management products, knowledge of such products (5-10 years industry experience)
  • Clear command of competitors' products, strategies and value propositions
  • Comprehension of customer's industries, business needs and potential solutions
  • Strong ability to influence and negotiation skills
16

Senior Manager, Partner Relationship Sales Resume Examples & Samples

  • Strong sales mentality with a hyper focus on driving bottom line performance, i.e., signings and booked charge volume and identifying and driving new opportunities that advances and deepens our relationships. “Challengers” preferred
  • Excellent client relationship skills with demonstrated ability to influence the C – level executives with business partners
  • Strategic thinker with ability to work through complex business and operational problems, identify clear action plans and drive resolution
  • Strong business acumen – especially in the emerging payments and payment processing industry
  • 3-5 years business experience preferred
17

Relationship Sales Associate Resume Examples & Samples

  • High School Diploma or equivalent (GED) required
  • Minimum of 1 year customer service experience
  • Minimum 1 year sales experience in a relational and/or needs based sales environment required
  • Must possess excellent written and oral communication skills
  • Demonstrate negotiation, problem solving, and sales skills
  • Must be a team player with a genuine enthusiasm for providing Simply the Best Service to customers and Essential Partners
  • Related financial product experience beneficial
  • Ability to adapt to a dynamic work environment
  • Understanding of computers required; candidate must be able to easily navigate a computer, toggle between multiple screens and applications, and have basic knowledge of Microsoft applications
18

Cib-relationship Sales Officer Resume Examples & Samples

  • Manage to deliver portfolio revenues in Banks and Broker Dealer segments
  • Develop and execute an effective marketing scheme at client level to grow cash and liquidity business
  • Expand client coverage on existing business, new products and overseas branches through establishing relationships with BBD clients
  • Support KYC owner in client onboarding activities including but not limited to client due diligence in accordance with J.P. Morgan’s internal guidelines in AML and KYCs, accurate recording pricing and billing structures and efficient implementation process
  • Promote an effective operation risk environment including but not limited to accurate and timely renewals and completion of KYCs and other internal reporting requirements
  • Assist to organize and coordinate client events and communication to promote and strengthen J.P. Morgan’s franchise
  • Participate and contribute in end-to-end reviews to ensure constant improvement in our product and service delivery to clients
  • At least 8-year banking experience in wholesales/corporate segments
  • A professional at global clearing and correspondent banking business
  • Flexibility to travel to visit domestic & overseas clients independently
  • Team player with good sales, coordination and communication skills
19

Director, Relationship Sales Manager Resume Examples & Samples

  • Drive introductions to and develop relationships with marketing/ad sales leads in each division and or affiliate of targeted companies
  • Set up product demonstrations and training sessions for MasterCard data and analytical capabilities tailored to each business owner’s or operating unit’s needs
  • Attend client meetings/presentations and help support engagements via pre-meeting materials and strategy calls as well as post meeting follow up
  • Provide first hand sales feedback and data/analytics requests back to the product team to improve our products
  • Assist with Sales Force tracking/forecasting and help develop sales incentive plans and awareness marketing strategies
20

Strategic Relationship Sales Representative Resume Examples & Samples

  • Combine disciplines of TD Ameritrade Institutional product knowledge, business consulting, and sales to capture net new assets from advisor clients
  • Conduct regular, proactive discussions with assigned advisors both over the phone and by traveling to their offices within the geographic territory
  • Educate clients on products, services, benefits and resources of TDAMERITRADE Institutional platform
  • Influence positive change in the advisor operations through consulting on industry best practices
  • Strengthen existing client relationships and establish new client relationships through courteous, professional and prompt service to advisor clients
  • Develop full understanding of the advisor, their business needs, investment objective, and impact on the organization to fully understand and achieve business growth, retention objectives
  • Be a student of the industry and stay up to date on new technologies, demographics shifts and industry regulations to help advisors navigate an uncertain future
21

Customer Relationship Sales Representative Resume Examples & Samples

  • Apply technical/product/process knowledge within varied situations
  • Shape a positive customer perception of Canadian Tire
  • Maintain accurate customer information
  • Develop effective relationships to contribute to a positive work environment
  • Take opportunity to provide customers with relevant products & services
  • Superior problem solving abilities
22

Relationship Sales Officer Resume Examples & Samples

  • 2 years of US cash management, sales and relationship management experience
  • A minimum of 2 years of Sales experience in Treasury Services with direct knowledge of covering European head quartered Corporate clients, to enable coverage of the North American entities of these clients
  • 2 years of experience of knowledge of multiple regions alongside previous positioning of both USD and multi-currency solutions across EMEA
  • 2 years of experience developing pipelines and sales strategy, devising solutions that deliver against revenue targets to enhance the profitability of the European Corporate client portfolio
  • 2 years of Treasury Services Product Knowledge gained through at least 2 years of experience within the Transaction Services business
  • 2 years of experience in pitching Treasury Services product suite, including Core Cash, on-balance sheet Liquidity, FX and Commercial Card products, to meet new business revenue targets and drive continual portfolio growth
  • 2 years of experience working in the home market within which European Corporate clients operate at a head office level to inform knowledge of the client’s organizational and operating structures, buying processes and business objectives, allowing the individual to effectively position JPM and solutions optimally
  • 2 years of experience working in global collaborations across geographies and Lines of Business, developing Sales strategy coordination and partnership with TS and GCB partners in EMEA and North America; and,
  • 2 years of experience of understanding the risk attributes of the client base through involvement in Compliance and KYC processes