Treasury & Payment Solutions Resume Samples
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Treasury & Payment Solutions Resume Samples
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ER
E Roob
Evalyn
Roob
3032 Mertz Trail
Philadelphia
PA
+1 (555) 113 0154
3032 Mertz Trail
Philadelphia
PA
Phone
p
+1 (555) 113 0154
Experience
Experience
Philadelphia, PA
Treasury & Payment Solutions Consultant
Philadelphia, PA
Zboncak, Hyatt and Volkman
Philadelphia, PA
Treasury & Payment Solutions Consultant
- Work within pricing, product and contract parameters when providing communication support on business deals
- Improve training processes on products to ensure cost-effective and resource containment in partnership with product management team
- Provide input into project/standard user documentation and training curriculum design and creation of LOB products and solutions, along with lesson plans, materials and processes
- Design, create and maintain custom client user documentation and training curriculum for LOB products and solutions, along with lesson plans, materials and processes
- Deliver product demonstrations services via web-conferencing and onsite presentations to government and corporate clients and prospects in order to increase BMO revenue and strengthen customer relationships
- Provide professional consulting services to senior management from top tier clients and prospects (Fortune 1000, Middle Market and large government agencies)
- Conduct policy & procedure reviews to identify client opportunities for improved control and efficiencies based on industry and BMO best practices
Chicago, IL
Treasury & Payment Solutions Liquidity Product Development Manager
Chicago, IL
Schuster, Goyette and Paucek
Chicago, IL
Treasury & Payment Solutions Liquidity Product Development Manager
- Manage new deposit product builds to ensure maximum functionality and expected product performance
- Advise on deposit interaction with the multitude of Treasury Management Services offered to business clients
- Support ad-hoc analytical requests from the Business Deposits Product Line Manager and those of other T&PS teammates
- Manage the Packaged Account Product offering which is $14B in balances and generates $80MM+ in annual fee revenue
- Drive/manage business initiatives designed to support the growth of the Business Deposit product line
- Develop internal communications, training materials and sales collateral for new product constructs, in conjunction with T&PS engagement & readiness team
- Monitor competitive pricing on deposits and money market alternatives to deposits products
present
Los Angeles, CA
Senior Treasury & Payment Solutions Product Mgr
Los Angeles, CA
Jast Inc
present
Los Angeles, CA
Senior Treasury & Payment Solutions Product Mgr
present
- Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
- Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
- Passionate -- always strive for excellence and have pride in your work
- Energetic -- high energy, willing to work hard and enjoy success and willing take risks
- Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
- Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI)
- Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
Education
Education
Bachelor’s Degree in Business
Bachelor’s Degree in Business
California State University, Fullerton
Bachelor’s Degree in Business
Skills
Skills
- Risk Management
- Resource Planning
- Sales Management
- Business Acumen
- Financial Understanding
- Strategic Thinking
- Business Valuation
- Environmental Understanding
- Conflict Management & Resolution
- Problem Solving
4 Treasury & Payment Solutions resume templates
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1
Treasury & Payment Solutions Liquidity Product Development Manager Resume Examples & Samples
- Provide key deposit support for the newly formed Corporate Liquidity Product Specialist sales team. The team involves a joint venture between T&PS and the Corporate & Investment Bank to deliver comprehensive liquidity solutions to IB, CB, CRE and high-end CML clients
- Develop an understanding of the value of deposits to Corporate Treasury
- Monitor competitive pricing on deposits and money market alternatives to deposits products
- Segment deposit book by balance behavior to monitor growth trends and stickiness
- Keep of abreast of banking and liquidity regulations (Money Market Mutual Fund reform, Basel III Liquidity Coverage Ratio, etc.)
- Understand Funds Transfer Pricing (FTP) mechanics and interest rate impact on balance levels and rate paid assumptions
- Manage exception pricing policy and implementation for stand-along liquidity deposit products. Monitor rate paid levels on deposit book for divergences from plan/forecast
- Support LOBs with deposit growth and revenue generation by creating attractive deposit products for customers
- Drive/manage business initiatives designed to support the growth of the Business Deposit product line
- Manage new deposit product builds to ensure maximum functionality and expected product performance
- Develop internal communications, training materials and sales collateral for new product constructs, in conjunction with T&PS engagement & readiness team
- Scale the learning curve on LOB specific-products like 15c3-3 deposits for Corporate & Investment Banking (CIB) clients, Collateralized Deposits for public Commercial Banking clients & IOLTAS for legal clients of Private Wealth Management
- Collaborate with T&PS teammates to continually enhance product suite and deliver comprehensive solutions
- Advise on deposit interaction with the multitude of Treasury Management Services offered to business clients
- Prepare and analyze various monthly line of business reports
- Support ad-hoc analytical requests from the Business Deposits Product Line Manager and those of other T&PS teammates
- Update product specific documents and forms that are internal and client-facing
- Monitor industry landscape for changes and ensure products supported are optimal and compliant with industry standards
- Partner with legal, compliance, and/or other cross-functional teammates as needed to address product specific questions/concerns
- Strive for personal excellence in a fast-paced results-oriented business environment
- Ability to multi-task and prioritize. Understand lead-times for project completions and be able to deliver to expected completion dates
- Balance short-term deliverables against strategic long-term solutions
- Be entrepreneurial and inventive. Challenge the status quo while retaining a collaborative team environment
- Ability to interface with cross-functional teams as well as senior management
- Financial analysis, Project management
- Bachelor's degree in Business, Finance, Marketing
2
Treasury & Payment Solutions Consultant Resume Examples & Samples
- Conduct policy & procedure reviews to identify client opportunities for improved control and efficiencies based on industry and BMO best practices
- Participate in the selling of Treasury and payment products and services utilizing professional consultative approach
- Provide client level feedback and concerns to the applicable product management team based on client interactions and client needs
- Provide input to product development initiatives, as required, to provide advice and feedback on new product development initiatives
- Stay abreast of changes in the commercial card, electronic payments, and electronic procurement industry to effectively respond to client questions and needs, differentiating BMO from its competition
- Maintain expert knowledge of Bank’s Treasury and Payment Solutions products and technology platforms (Online Banking for Business Services, EFT, ACH, File Transfer Facility, Remote Deposit Capture, Wire, details Online, Corporate Account Manager, FlexPort, T+E Reconciler, BMO Supplier Connectivity, Card Processing System, Treasury Management systems, etc…) to ensure effective delivery of complex solutions that satisfy clients’ needs
- Deliver the training via the appropriate medium (i.e. self-run, webcast, conference, classroom, etc) and ensure that the customer needs are met
- Design, create and maintain custom client user documentation and training curriculum for LOB products and solutions, along with lesson plans, materials and processes
- Provide input into project/standard user documentation and training curriculum design and creation of LOB products and solutions, along with lesson plans, materials and processes
- Facilitate standard and custom technological training sessions for both customers and BMO employees based on business requirements
- Improve training processes on products to ensure cost-effective and resource containment in partnership with product management team
3
Treasury & Payment Solutions Org Effectiveness Consultant Resume Examples & Samples
- Support T&PS Organization Effectiveness Lead in the execution, management and continuous improvement of leadership development strategy. Coordinate, prepare and deliver materials for leadership development initiatives. Provide proactive thought leadership contributions to overall leader and professional development strategies
- With direction from the T&PS Organization Effectiveness Lead: manage, oversee, and /or facilitate assigned teammate programs for T&PS that enhance engagement (e.g., Voice of the Teammate, Recognition, Action Team programs). Identify program objectives and critical success factors, and design and implement strategies. Working effectively with leadership stakeholders and key subject-matter-experts, develop a wide variety of materials for the purpose of conveying important information, documenting processes and procedures, and providing reference content
- With direction from the T&PS Organization Effectiveness Lead: plan, design, develop and help deliver customized T&PS-specific professional development programs. Develop a comprehensive professional development strategy by audience, coordinating with Market Management to align with other training strategies and programs. Partner with Business Learning Strategies Management group, SunTrust University and/or Human Resources to identify and coordinate external training development needs as required. Oversee needs analysis, accurately identify purpose for requested solutions, and participate in their design and delivery. Own internal professional development solutions (e.g., New Teammate Orientation), identifying additional resource needs if necessary to support effective implementation of professional development priorities
4
Consultant, Treasury & Payment Solutions Resume Examples & Samples
- Knowledge and Skills
- A) Knowledge
- Bachelor’s Degree or equivalent
- 8-10 years of Treasury & Payments Sales Experience
- In-depth knowledge of coaching including Coaching Certification or desire to obtain coaching certification
- B) Skills
- Proven track record of effective sales coaching and leadership in the area of Treasury & Payments
- In-depth understanding of Treasury & Payments performance including balance sheet and income statement drivers
- In-depth sales & customer service focus and skills
- Strong communication and relationship building skills in the Treasury & Payments context
- Strong analytical
- Previous management experience
- Project management and ability to manage multiple priorities
- At our company, we have been helping our customers and communities for over 195 years. Working with us means being part of a team of talented and passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance
5
Consultant, Treasury & Payment Solutions Resume Examples & Samples
- 45%: Consulting and Demonstration Services to Corporate Customers and Prospects
- Deliver product demonstrations services via web-conferencing and onsite presentations to government and corporate clients and prospects in order to increase BMO revenue and strengthen customer relationships
- Provide professional consulting services to senior management from top tier clients and prospects (Fortune 1000, Middle Market and large government agencies)
- Develop business and technology solutions in conjunction with clients to meet their needs through consultative sales, demonstrations and training presentations. Partner with the sales managers to ensure that developed solutions continue to meet the needs of the client over time (as required)
- Troubleshoot complex business problems referred by Sales Managers
- Complete and hand off consulting engagement documentation to internal BMO delivery teams and customers
- 45%: External Training Services and Delivery
- 10%: Risk Management & Logistics
- Timely recording and track of activity in BMO’s customer relationship management solution
- Follow all audit, control and compliance requirements as required to fulfill duties
- Work within pricing, product and contract parameters when providing communication support on business deals
- Some Travel Industry experience
- In-depth knowledge of ecommerce, spend management and financial systems (e.g. Oracle, SAP, PeopleSoft, etc.)
- Knowledge of networking, file systems, registry settings, scripting and network configurations; i.e., web servers and firewalls
- Excellent written/verbal communication and interpersonal skills
- Strong analytical skills in assessing client needs and determining the appropriate product fit and/or recommending solutions to meet the client’s needs
- Expert problem solving skills in order to identify client needs and develop appropriate technical solutions
- Preference given to those fluent with more than one language (e.g. Canadian French, Spanish, etc.)
6
Treasury & Payment Solutions Engagement Readiness Consultant Resume Examples & Samples
- Responsible for designing, developing and delivering training programs that equip clients and teammates with the knowledge, practical skills and motivation to carry out work-related tasks. Will partner with Business Learning Strategist and/or Human Resources to forecast and coordinate external training development needs for our T&PS teammates and LOB partners
- Responsible for reconciling market insights into the materials and collateral used by our teammates and our clients
- Responsible for conducting thorough needs analyses of stakeholders (T&PS teammates, partners, LOBs, clients) and collaborating with the E&R Content Development team to ensure appropriate materials are created. Responsible for tailoring said materials to the needs of the stakeholders and delivering them through the appropriate training and/or event channels. Responsible for coordination of other assigned initiatives. Measure, document, track and report on ROI of engagement and readiness initiatives
- Bachelor’s Degree in Business, Organizational Development or similar degree preferred
- Experience in banking, financial services, treasury and/or cash management preferred
7
Treasury Sales Professional Treasury & Payment Solutions Resume Examples & Samples
- Business degree
- 3+ years C-Level corporate sales experience
- Experience in contract negotiations
- In-depth knowledge of sales cycle, from initial prospecting through closing
8
Product Manager, Treasury & Payment Solutions Resume Examples & Samples
- 5 - 7 years product management experience
- Product fundamentals; including understanding the design and how the product works (policies & procedures), in-depth knowledge of delivery infrastructure systems and the system linkages underlying products
- Environmental awareness/understanding (In-depth)
- Risk management (In-depth)
- Process coordination and management (Working)
- Product Management (Working)
- Industry and regulatory requirements understanding (Working)
- Analytical thinking (Working)
- Problem-solving (In-depth)
- Influence (In-depth)
- Communication Skills (In-depth)
9
Treasury & Payment Solutions Market Manager Resume Examples & Samples
- Bachelor’s degree in Marketing, Business, Technical or related Field, or an equivalent combination of related education and work experience
- 8 years of experience in marketing, including offering marketing, segment marketing, market research, customer database/analytics, etc
- 6 years of experience in project management
- In-depth knowledge of marketing and sales practices
- Extensive knowledge and expertise in Treasury products
- Solid understanding of bank and LOB infrastructure
- Work experience in banking, financial services, Treasury/Cash management
10
Treasury & Payment Solutions Technical Product Consultant Resume Examples & Samples
- Work with Technical Consultants and T&PS Sales (TSOs) to understand client needs and to create no bid, standard and customized RFP responses that highlight T&PS strategic and competitive advantage. As part of this process, complete any type of Request for Proposal (RFP) or Due Diligence Questionnaire (DDQ) as well as manage other similar requests. Take ownership of the RFP process from start to finish. Ensure consistency of look and feel of RFPs relative to branded style. Track the progress of RFPs and report monthly and quarterly status reports which include quantitative (i.e. metrics) and qualitative information
- Help maintain our professional image and positioning in the marketplace through the development and maintenance of quality RFP responses and relevant data in internal and external databases. Create high quality and accurate answers for institutional Treasury and cash management products including population and maintenance of related databases (e.g. AskTM database which tracks this information for TSOs, Product, etc)
- Develop solid relationships with internal subject matter experts with particular attention to development of strong product knowledge
- Assist Technical Product Consultants with deal and retention support needs including Visio diagrams, ROI analysis and other administrative support
- Support ongoing improvement of TM RFP team processes and procedures including working with RFP Team Lead and to maintain the RFP policy, centralized process and training manual. Providing insight to further streamline the RFP process, continually improving the researching of responses, ensuring most current information is included/used, acquiring and maintaining data and back up information and effectively integrating/working with other groups as necessary (e.g. Engagement & Readiness, Marketing, Communications, Legal, Sourcing, etc.)
- Serve as SME to help drive the transfer of knowledge regarding RFPs. This includes teaching product features and benefits to a variety of audiences. Assist Engagement & Client Readiness team, as needed, to ensure cross-work effectiveness as it relates to this transfer of knowledge/information
11
Treasury & Payment Solutions Sales Analyst Resume Examples & Samples
- Experience in Treasury, sales, banking or financial services
- 2 years of direct client contact experience in a professional work environment
- Proactively ask questions and raise issues and to resolve issues/solve problems
- Ability to coordinate and interact with many levels of management
- Must be able to use good judgment and fundamental critical thinking skills
12
Product Manager, Treasury & Payment Solutions Resume Examples & Samples
- 3-5 years product management experience
- Product fundamentals; including understanding the design and how the product works (policies & procedures), working knowledge of delivery infrastructure systems and the system linkages underlying products
- Environmental awareness/understanding (Working knowledge)
- Risk management (In-depth knowledge)
- Process coordination and management (Working knowledge)
- Product Management (Working knowledge)
- Industry and regulatory requirements understanding (Basic knowledge)
- Analytical thinking (Working knowledge)
- Problem-solving (Working knowledge)
- Influence (Working knowledge)
- Negotiation (Working knowledge)
- Communication Skills (Working knowledge)
13
Treasury & Payment Solutions Sales Performance Analyst Resume Examples & Samples
- 3 years’ experience applying insights to sales strategies
- 2 years’ project management experience
- Experience with Sales metrics and incentive programs
- Experience in treasury or cash management environment
- Knowledge and/or experience in banking, financial services, treasury and/or cash management or sales industries
- Knowledge of identifying, designing and implementing sales programs and strategies
- Proficient in Microsoft Office (PowerPoint, Excel, Word)
- Bachelor’s Degree in Business, Organizational Development or similar degree
- Demonstrated creativity and analytical ability
- Ability to manage multiple projects simultaneously and adjust priorities quickly
- Ability to independently prioritize workload
14
Treasury & Payment Solutions Commercial Card Service Excellence Mgr Resume Examples & Samples
- Escalations
- Issue Resolution
- Projects as they impact any client impact (ensuring communications and channel readiness)
- Calibration sessions with Channel Operations
- Fraud triage efforts for Commercial Card
- Partnering with all the areas and making sure that there are no emerging issues
- Performance monitoring
- Regular efforts to support operations risk, certain suppliers, departmental controls, Disaster Recovery, etc
- Cost reduction initiatives
- Commercial Card industry experience
- Six Sigma training
- Consulting background
- Process Improvement Management
- Working knowledge of FDR processing platform
- Working knowledge of Enterprise Spend Platform or other online card administration systems
15
Treasury & Payment Solutions Organization Effectiveness Consultant Resume Examples & Samples
- Supporting Treasury & Payment Solutions Organization Effectiveness Lead in the execution, management and continuous improvement of executive development strategy
- Partnering with SunTrust HR/Leadership Development to effectively leverage enterprise leadership development solutions
- Coordinate, prepare and deliver materials for leadership development initiatives
- Provide proactive thought leadership contributions to overall leader and professional development strategies
- Masters’ Degree in Organization Development, Adult Learning, Psychology or related field strongly desired
- Minimum 7 years’ experience in management consulting or internal equivalent role
- Minimum 3-5 years’ experience in leadership development or equivalent organizational development-related role
- Experience in banking or financial services, with experience in treasury services
- Working knowledge of current and emerging engagement, learning and readiness strategies and tools
- Facility with project management approaches and tools, including work breakdown structures, critical pathing, and dependencies
- Demonstrated creativity
16
Treasury & Payment Solutions Consultant Resume Examples & Samples
- University degree or relevant business experience
- 3-5 years Treasury and Commercial Card Industry experience
- 3-5 years professional IT sales support/consulting experience
- Expert knowledge of products and technology for BMO Treasury & Payment Solutions, including how these services integrate with other BMO and partner products as well as in multi-vendor environments
- Successful project management experience
- Strong analytical skills in assessing client needs and determining the appropriate product fit and/or recommending solutions to meet the client's needs
- Expert problem solving skills in order to identify client needs and devleop appropriate technical solutions
- Strong organizational and planning skills; ability to meet deadlines
17
Treasury & Payment Solutions Business Analyst Resume Examples & Samples
- Bachelor’s degree in Business, Finance, or related field or MBA
- Working knowledge of the financial industry. Consulting experience
- Experience treasury or cash management environment
- Expert knowledge of a business unit area or related industry
- Experience on project teams
- Experience managing a segment of the project work
- Demonstrated ability to achieve desired results
- Excels in problem-solving, partnership, communications, persuasion, and negotiation
- Significant knowledge and experience using – Excel, Powerpoint and Visio
- Must be familiar with project planning tools and methodology
18
Treasury & Payment Solutions Engagement Readiness Consultant Resume Examples & Samples
- Responsible for the creation of product or service collateral materials to be used by sales officers, executive management, LOBs, etc. Ensure materials are stored, archived, published, posted, or otherwise disseminated. Coordinate the scheduling and review of all client-facing collateral with Legal, Marketing and Communications. Coordinate reviews of collateral materials with Product Management, and ensure preparation and storage of collateral in the execution of an integrated product communications process
- Responsible for the preparation of collateral and materials for T&PS constituents, and develop schedules and assignments, coordinate invitations, mailing lists, etc. Prepare visual aids such as PowerPoint Presentations, manuals, handbooks, etc. and make them available as needed. In some cases, this may include capturing and producing content for online delivery
- Responsible for coordination of other assigned initiatives (e.g., client mailings, master calendaring). Measure, document, track and report on ROI of engagement and readiness initiatives
- Background in Communications, Marketing, or Technical Writing strongly preferred
19
Treasury & Payment Solutions Merchant Operations Specialist Resume Examples & Samples
- 4 or more years related experience
- Expertise and business experience with accounting and financial principles or degree in Accounting or Finance
- Strong expertise with common financial or accounting software tools, such as Excel, G/L systems, Crystal reports, etc
20
Treasury & Payment Solutions Systems Resume Examples & Samples
- 4 or more years Treasury & Payment Solutions experience or equivalent experience
- 4 or more years analytical, database, project managment, or systems management
- 4 or more years of Treasury Management Implementations
- College or equivalent IT/SQL database certification
- SQL/JAVA experience
21
Treasury & Payment Solutions Organization Effectiveness Consultant Resume Examples & Samples
- Working knowledge of current and emerging OD and change management strategies and tools
- Minimum 3-5 years’ experience in change management or equivalent organizational development-related role
- Experience in organization communications for executive-level audiences
22
Treasury & Payment Solutions Client On-boarding Specialist Resume Examples & Samples
- Bachelor’s degree in Business, Finance or Accounting
- 6-8 years’ banking/financial services experience
- Advanced knowledge and/or experience in healthcare, systems integration, banking, financial services, treasury and or cash management industries
- Knowledge of healthcare claims processing and ERP systems
- Experience in systems and/or product implementations, knowledge of healthcare claims processing
- Front line sales experience and/or experience on the client-side of systems implementations highly preferred
- Coaching and/or training experience
- Strong leadership with experience in a supervisory role
23
Treasury & Payment Solutions Service Representative Resume Examples & Samples
- High school diploma or equivalent; however some college preferred
- Three to five years of banking experience or related work experience
- Knowledge of BMO Harris Treasury & Payment Solutions products with the ability to provide limited problem resolution
- Strong collaboration and teamwork skills
- Ability to make sound transactional decisions in accordance with policies and directives
- Customer service skills and problem solving skills
- Ability to be pragmatic and decisive
- Quick independent learner
- Ability to communicate effectively by adding value to Account Management and Customers
- Ability to learn proprietary systems with limited guidance and training. (Alltel, TPSS, APMS, Livelink, etc.)
- Ability to make timely decisions in a fast paced environment
- Ability to multi task and prioritize
- Ability to take responsibility for personal performance and development
24
Sales Associate, Treasury & Payment Solutions Resume Examples & Samples
- Sales Team SupportActs as the day-to-day sales contact for the client for sales related questions such as product information, pricing, implementation timeframes and requirements
- Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, E2E/implementation forms, etc.)
- Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports
- Recommend changes and improvements to sales support materials and functions based on findings and feedback
- Operations compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the clients/prospects business and needs
- Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete
- Solution Oriented
- Collaborative customer calling (with guidance)
- Regional NPSTeam/ PxVTeam
- Total revenue sales professional input
- 3-5 years of banking experience or 3-5 years previous experience in a customer contact/sales position or equivalent preferred
25
Project Manager, Treasury & Payment Solutions Resume Examples & Samples
- 5 + years years experience in project management role in the Financial Services or IT industry
- Project Management Professional (PMP) designation
- In-depth knowledge of banking business and/or financial industury including a solid understanding of treasury, payments and commercial businesses
- French language is an asset
- Expert project management skills
- Excellent presentation, written and verbal communication skills which bring clarity and precision at various decision-making meetings
- Excellent problem-solving and critical-thinking skills to recognize and comprehend complex issues, policies, regulatory requirements and industry information affecting the business environment
- Highly developed client management and internal/ external relationship building skills
- Must be able to multi-task and manage multiple client implementations simultaneously
- Solid knowledge and expertise in the use of project management methodologies and tools (e.g. MS Project, SharePoint, MS Office)
- Sound business and technical acumen, with demonstrated agility in learning and ability to quickly become comfortable with unfamiliar businesses areas or of technologies
26
Treasury & Payment Solutions Analyzed Deposit Product Manager Resume Examples & Samples
- Reviewing product standards on an ongoing basis to ensure that the product is appropriately designed to meet market needs, and that the service provider (Account Analysis Operations) can deliver the product as designed
- Coordinate communication needs for all product changes and updates to the respective clients, T&PS Sales and Support teammates, and all impacted Lines of Business
- Participation in the escalation process for processing issues, problem resolution, and client notifications as needed
- Develop business case for any enhancements and upgrades (inclusive of new systems) needed for the product to remain competitive from market, operational and technological perspectives
- Strong leadership and teamwork skills
- Strong financial analysis experience
- Bachelor’s degree in Business, Finance, Marketing
27
Treasury & Payment Solutions Tech Product Consultant Resume Examples & Samples
- Extensive knowledge of effective business development and sales practices
- Strong client subject matter expertise of one of the following areas: channels, deposits, liquidity, receivables, payables, data transmission protocols, data file formats, and integration into accounting and ERP systems across all T&PS business segments, and/or specialization in an expanding industry segments (e.g., Healthcare)
- 10 years of experience in a bank, consulting firm, financial services company, or in the applicable industry or field
- 8 years of experience in a similar Treasury/Cash Management technical product consultative role
28
Treasury & Payment Solutions Product Pricing Manager Resume Examples & Samples
- Analyze pricing within the current books of business and through third-party market intelligence in order to develop product and business line pricing strategies
- Advise on interaction of Earnings Credit Rates (ECR) with the multitude of Treasury Management Services (e.g. Lockbox, ACH, Wire, Controlled Disbursement, Online Treasury Manager, etc.) offered to business clients
- Develop an understanding of Deposit Funds Transfer Pricing (FTP), Commercial Card rebate schedules, TM service codes and the Account Analysis System
- Strong financial analysis
- Experience with one of the three T&PS business lines (Commercial Card, Deposits, Treasury Management
- Expert proficiency in Microsoft Excel (Access & SAS experience a plus,)
- Comfortable creating and interpreting balance and revenue forecasting models
- Ability to produce professional presentation decks using MS PowerPoint
29
Treasury & Payment Solutions Resume Examples & Samples
- Knowledge of Treasury & Payments Solutions Products
- Resource Planning
- Financial Understanding
- Environmental Understanding
- Conflict Management & Resolution
30
Treasury & Payment Solutions Product Guidance Manager Resume Examples & Samples
- Communication skills and ability to influence across and throughout the organization
- Strategic-thinking and ability to see the big picture
- Analytical skills, as well as the ability to translate research and data into consumable chunks that can be actioned by others
- Ability to gather and synthesize ideas in developing and managing products
- Strong financial analysis, Project management
- Strong knowledge of Treasury & Payment Solutions products, more specifically the T&PS value proposition as well as how the services are delivered and used by clients
31
Treasury & Payment Solutions RFP Resume Examples & Samples
- Help maintain our professional image and positioning in the marketplace through the maintenance of quality RFP responses and relevant data in internal and external databases (e.g. AskTM database which tracks this information for TSOs, Product, etc)
- Maintain T&PS repository of core information to support RFP requests and other business needs
- Maintain and continuously improve T&PS intranet to support critical business needs
- Maintain RFP library (including common questions, industry templates, accolades, key partners) and update on an ongoing basis as products, processes, and key contacts change
- Provide central support where needed for RFP response
- Conduct tracking/analysis of RFP requests, routing to appropriate TSA team members
- Partner with CAO/ORM to ensure compliance w appropriate policies and regulations
- Partner with other Content Development team members in the support of ad-hoc content development projects and other needs as identified
- 5 years experience working in a bank or financial services industry preferably in a Treasury sales environment
- 2 years of proven RFP writing experience
- Ability to manage projects consistently with prompt follow through in a fast-paced, deadline driven environment
- Knowledge of Treasury & Payment Solutions including product features and benefits
- Understanding non-long credit risks associated with Product
- Demonstrated effective and timely understanding of pricing
- Proven knowledge of maintaining a database repository
- Superior knowledge of Microsoft applications required
32
Treasury & Payment Solutions Commercial Card Pricing Specialist Resume Examples & Samples
- Must possess strong financial and analytical skills (expert/proficient in Excel.)
- Proven track record of successfully executing against initiatives with goal-oriented results
- Projects a polished and professional image to internal partners and senior management
33
Treasury Sales Professional Treasury & Payment Solutions Resume Examples & Samples
- Working knowledge of sales cycle, sales concepts and processes from initial prospecting through closing
- In-depth Knowledge of Treasury & Payments Solutions Products
- Proven, in-depth knowledge negotiation capabilities
- Risk Management – Working
- Resource Planning – Working
- Sales Management – In-depth
- Relationship Management –In-depth
34
Treasury Payment & Solutions Liquidity Product Development Manager Resume Examples & Samples
- Bachelor’s degree in Business, Finance or Marketing
- Minimum of 2 years in Commercial deposits, Treasury Management, Corporate Treasury-related, Business Management, or Finance/Economic role
- Must possess strong financial and analytical skills (expert in Excel)
- Comfortable creating and interpreting balance and revenue forecast models
- Proven ability to participate and exert leadership influence on cross-functional teams
- Projects a polished and professional image
35
Treasury & Payment Solutions Business Project Manager Resume Examples & Samples
- Experience managing multiple tracks of work and provide subject matter expertise as required through the course of a project
- Expert knowledge of Treasury & Payments industry
- PMP certification
36
Product Manager, Treasury & Payment Solutions Resume Examples & Samples
- Product Management and Documentation
- Recommend, implement and provide ongoing support on amendments/ enhancements/ solutions to existing product(s)/product offering groupings for specific market opportunities and/or introduction of new products/ features in alignment with the business strategy to achieve market share and profitability goals and ensure products meet the needs of customers , are simple for customers to use, and are straightforward for sales force to sell, fulfill and service, maximizing penetration by channel and speed to market
- This includes but is not limited to the identification of new product/ features/ enhancements, concept/ opportunity evaluation and consideration of new market entries, development of concept screens, product/ feature feasibility assessments (e.g., economic, market and technical feasibility), business case preparation and overall product definition
- Lead product enhancements or new product initiatives by working with assigned resources within the bank to develop and implement the change
- Recommend the pricing structure for the product, particularly regarding feature/price trade-offs, based on a thorough understanding of competitor/substitute products, product performance and deep customer knowledge/insights
- Recommend amendments to product/processes to support specific channel needs to meet business goals
- Define and manage the product specific (i) legal forms, documents, (ii) security, title/collateral policies and processes across specified product(s) and customer segments (if applicable), and (iii) product specific title insurance strategies for products where appropriate (if applicable)
- Consider the competitive environment; assess operations, profitability, technical feasibility, policy/ credit requirements and directives to assist in the preparation of business cases
- Monitor operations to ensure effective relevant product systems are maintained and continuously improved, making appropriate amendments to specific channels as required. As appropriate, enhance the product delivery system infrastructure, including providing input into business requirements for technology changes and making any necessary system updates/table changes as required (if applicable)
- Environmental awareness/understanding (Working)
- Industry and regulatory requirements understanding (Basic)
- Problem-solving (Working)
- Influence (Working)
- Communication Skills (Working)
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Sales Associate, Treasury & Payment Solutions Resume Examples & Samples
- Acts as the key sales contact with the client to gather the required detailed information necessary to move the sale forward in the process, including completing all necessary documentation (AML forms, account opening requests, E2E/implementation forms, etc). Provide assistance to the team in pre-sales such as pitch preparation and client research and preparation of prospect and client files for action by the Sales Professional Planning Responsible for tracking each implementation request to keep the process on track to the timeline committed to the client. In addition to ensuring once the implementation is completed, the client is billed accurately. This would include tracking internal reports such as: expired contracts, services not set up on ABS, non-negotiated items, waivers and on-holds
- Recommend changes and improvements to sales support materials and functions based on findings and feedback. Operations compile pre-call and post call information packages by accessing internal systems and bank personnel to validate client holdings, pricing, and volumes, ensuring the Sales professional has the information necessary to be knowledgeable about the clients/prospects business and needs
- Assist with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met. Maintain up-to-date client information on Bank system/files to ensure client history is accurate and complete
- General knowledge of banking and sales concepts and processes
- Minimum 4 years’ of proven “B2B” sales and customer service experience
- Experience in creating, fostering, and maintaining “B2B” client relationships
- Strong organizational and attention to detail skills
- Proven team player with a CAN-DO attitude
- Highly adaptable and flexible
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Treasury & Payment Solutions Business Consulting Senior Analyst Resume Examples & Samples
- 5 years of experience in project management
- Work experience in banking, financial services or sales
- Knowledge of identifying, designing and implementing client and teammate readiness programs
- Work experience in Treasury/Cash management
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Senior Sales Professional Commercial Banking Treasury & Payment Solutions Resume Examples & Samples
- 10 years Treasury Management sales experience
- Knowledge of Treasury & Payment Solutions Products
- Risk Management–Working
- Sales Management–In-depth
- Resource Planning–Working
- Business Acumen–In-depth
- Financial Understanding–Working
- Strategic Thinking–Working
- Business Valuation–Working
- Environmental Understanding–In-depth
- Conflict Management & Resolution–In-depth
- Problem Solving–In-depth
- Relationship Management–In-depth
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Treasury & Payment Solutions Product Development Manager Resume Examples & Samples
- Manage and drive the strategy, business case development, user experience design and solution implementation to competitively enhance SunTrust wholesale digital applications
- Update product road map using firm understanding of client experience to support long-term product vision
- Maintain current and deep understanding of product offering, client use, product positioning and competitive landscape
- Develop targeted segment strategies including product positioning, opportunistic pricing, growth ideas
- Monitor key performance metrics and utilize analysis of other data sources and research to influence the product strategy/road map
- Serve as subject matter expert for all client facing documentation
- Work with marketing teams to develop and review client and internal stakeholder documents
- Provide direction on appropriate positioning/marketing messaging for various stakeholder groups (clients, teammates, vendors, internal business stakeholders.)
- Manage external vendor relationships associated with delivery and support of digital products
- Proactively manage product risk and perform required risk and regulatory assessments to meet deadlines
- Participate in client/prospect site visits as required
- Excellent strategic, analytic and critical thinking skills, combined with an ability to adjust course based data/research findings
- Experience managing external vendor relationships
- Advanced experience in outlining strategies, building business cases, gathering and synthesizing ideas and data to develop innovative, simple, intuitive solutions
- Strong written/verbal communication skills including presenting strategies to senior level leadership
- Experience working with cross-functional teams across delivery, marketing, operations, IT, product, legal
- Ability to work independently and navigate organizational complexities to obtain support/resources needed to move product initiatives forward
- Strong leadership, organizational and project management skills
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Senior Treasury & Payment Solutions Product Mgr Resume Examples & Samples
- Manage an integrated prospect experience leveraging inbound/outbound tactics, including email / SMS marketing and messaging
- Learn the operations behind email/SMS service provider(s) and act as single point of contact for all email /SMS matters
- Be subject matter expert for email /SMS marketing and champion best practices within the organization
- Design and execute email lead nurturing campaigns from idea creation, creative, copy, design, deployment, scheduling, segmentation, production, A/B testing, and optimization
- Execute, report on and continuously optimize email marketing campaigns
- De-construct competitive best practices in email marketing from leading brands
- Navigate effectively from high level strategy down to tactical, email channel optimization with a focus on personalization/customization
- Develop contact management strategy to influence customer experience and relationship deepening
- Manage messaging stream, cadence & strategy across marketing/deepening, and account servicing emails with an understanding of impact to lifetime value
- Partner with creative teams to define creative needs (e.g. write creative briefs, partner to develop effective and efficient creative templates, streamline creative development processes, etc.)
- Ensure campaign objectives align to business priorities across marketing channels and deliver on financial goals
- Utilize quality assurance reviews to improve email deployments and maintain health of ESP(s)
- Manage multiple work streams, project manage to ensure timely delivery on objectives, and handle a very fast-paced timeline-driven environment
- Manage email marketing budget with a focus on delivering optimal outcomes at efficient levels of marketing spend (CPM, CPA, MROI)
- Continuous use of A/B and multivariate testing (test, learn, apply, optimize) methodology to optimize email marketing activity
- Measure performance of email marketing activity with KPI's including deliverability, open, click, revenue contribution at campaign level and present to senior leadership
- 10+ years' experience in a business related role; minimum 5+ years' experience in digital marketing (prefer a focus on integrated demand generation)
- Financial services experience is a plus and/or experience in regulated industries
- Understand marketing technologies and methodologies
- Demonstrable experience leading and managing email marketing and marketing database segmentation
- Experience in identifying target audiences and driving qualified traffic through email / SMS campaigns that engage, inform and motivate
- Passionate/knowledgeable about optimized design and user experience
- Strong analytical skills and data-driven thinking
- Comfortable presenting ideas to stakeholder groups and leadership -- strong written and presentation skills
- Experience with A/B and multivariate tools/techniques
- Experience managing and forecasting budgets and performance across marketing channels
- Demonstrated ability to work with external agencies and manage day to day interactions
- Innovative thinker -- willing to consider novel approaches to solving difficult problems
- Energetic -- high energy, willing to work hard and enjoy success and willing take risks
- Self-starter -- driven to get results, needing little or no management oversight
- Passionate -- always strive for excellence and have pride in your work
- Bachelor's Degree required, MBA preferred
- LI-LT1
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Treasury & Payment Solutions Business Consulting Senior Analyst Resume Examples & Samples
- 8 years of experience in banking or financial services
- 5 years of experience in Treasury sales, including sales management
- Strong knowledge of Treasury/Cash Management business (both sales and product-related)
- Knowledge of sales and negotiation techniques
- Strong technical skills, including but not limited to Microsoft Word, Excel, PowerPoint and Outlook
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Treasury & Payment Solutions Engagement Readiness Consultant Resume Examples & Samples
- Bachelor’s degree in Business, Organizational Development, or related fields
- Experience in a change management and/or leadership development or other organizational development-related role
- Experience applying curriculum design, teaching or instruction for adult individuals and groups
- Experience in a marketing-related role
- Experience creating compelling written and visual content for the purpose of sales support and teammate/client engagement
- Experience in banking or financial services, with experience in treasury services preferred
