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About the role
Key responsibilities & impact- Provide support for Wholesale Payments Sales strategy, execution, risk, and performance functions
- Develop, maintain and execute on strategic portfolio planning in partnership with the relationship team
- Prepare advisory calling materials
- Schedule post-call debriefs and provide feedback
- Practice Salesforce data integrity by logging detailed call reports
- Support the pitch, negotiation and close stages of the sales process
- Define and execute on a personal and career development plan
Requirements
What you’ll need- Bachelor’s Degree or equivalent work experience
- One to three year(s) of Financial Services experience
- Strong analytical skills and attention to detail
- Strong communication and interpersonal skills
- High level of adaptability and flexibility
- Ability to multi-task and prioritize
- Ability to balance short-term deliverables against long-term projects
- Demonstrate proficiency in basic computer applications, such as Microsoft Software Products
Benefits
Comp & perks- Medical
- Dental
- Vision
- Life insurance
- Disability
- Accidental death and dismemberment
- Tax-preferred savings accounts
- 401k plan
- 10 days of vacation
- 10 sick days
- Paid holidays
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Salesforceanalytical skillsportfolio planningcall reportingfinancial services
Soft Skills
communication skillsinterpersonal skillsadaptabilityflexibilitymulti-taskingprioritizationattention to detail
Certifications
Bachelor’s Degree