Treasury & Payment Solutions Resume Sample
Royce Armstrong
7145 Charles Villages,
Houston,
TX
+1 (555) 332 7065
Work Experience
Senior Treasury & Payment Solutions Product Mgr
02/2016
-
PRESENT
Philadelphia, PA
- Develop and articulate a product strategy for this product set, to include updates to the existing offering, or developing new product solutions for clients in this space
- Partner with Rates Manager to monitor and adjust ECR and interest rates
- Partner with Relationship Pricing Team to monitor and adjust product pricing, fees, and waivers policies/practices
- Achieve financial performance metrics through enhanced product solutions, changes to pricing, and working with the LOBs to create initiatives to drive continued growth
- Ensure product set is understood by Sales and positioned appropriately
- Partner with T&PS Product Managers and Relationship Pricing Team to create compelling product solution sets using functionality inherent in the Account Analysis system
- Adapt deposit product set to address the changing needs of business clients
- Lead efforts to get account analysis system replacement prioritized and funded
Treasury & Payment Solutions
11/2013
-
11/2015
Boston, MA
- Monitor and understand all aspects of sales performance and sales metrics-continually identifying strengths, best practices, and weaknesses
- Work with LOBs to develop appropriate sales goals and financial goals for these products
- Monitor industry landscape to ensure products supported are optimal and compliant with industry standards; monitor market share
- Access and report on product capabilities versus external benchmarks
- Entrepreneurial and inventive; challenge the status quo while working within a collaborative team environment
- Interface with cross-functional teams as well as executive management
- Develop successful pricing strategies for the commercial card product(s)
- Contribute to team discussions on pricing on the deposit and treasury management products
Treasury & Payment Solutions Organization Effectiveness Consultant
09/2007
-
10/2013
Phoenix, AZ
- Update and maintain pricing policy documentation
- Improve and maintain pricing models
- Respond to pricing requests and inquiries with established turnaround requirements
- Work with internal finance partners to ensure cost and profitability are accurately calculated, maintained and communicated
- Oversees or Leads the delivery of assigned initiatives
- Build consensus across all stakeholders in product, operations, technology , and sales
- Understand the intersection of product capabilities and client usage to design a program to efficiently transition clients while protecting the new product’s value proposition
- Coordinate and lead cross functional team that includes product, operations, technology , and sales
- Own creation of a client focused transition program applicable to the products impacted
Education
Langston University
2001 - 2006
Bachelor's Degree in Business
Professional Skills
- · 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
- Excellent written and verbal communication skills, presentation and facilitation skills
- Excellent interpersonal skills involving the ability to effectively work cross-functionally and across all levels of teammates and leadership
- Strong analytical skills in assessing client needs and determining the appropriate product fit and/or recommending
- Strong written and verbal communication skills including effective phone presence
- Good interpersonal skills involving ability to work cross-functionally; able to collaborate effectively inside department and across the organization
- Excellent business performance consulting skills
How to write Treasury & Payment Solutions Resume
Treasury & Payment Solutions role is responsible for leadership, organizational, software, facilitation, excel, reporting, retail, finance, credit, training.
To write great resume for treasury & payment solutions job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Treasury & Payment Solutions Resume
The section contact information is important in your treasury & payment solutions resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Treasury & Payment Solutions Resume
The section work experience is an essential part of your treasury & payment solutions resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous treasury & payment solutions responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular treasury & payment solutions position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Treasury & Payment Solutions resume experience can include:
- Provide guidance as needed to identify impact to all operational processes needed to support the new or enhanced product recognizing implementation, day to day operational activities, and customer support
- Proven ability to work efficiently, effectively and proactively in a fast-paced, deadline-oriented, dynamic environment
- Highly structured, with strong organizational and project management skills and the ability to manage multiple projects simultaneously
- Demonstrated leadership skills, professionalism and the ability to engage others
- Demonstrated experience designing and implementing professional and leadership development solutions, preferably across a similar sized or larger organization
- Advanced computer skills including Microsoft Office (including PowerPoint, Excel and Word)
Education on a Treasury & Payment Solutions Resume
Make sure to make education a priority on your treasury & payment solutions resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your treasury & payment solutions experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Treasury & Payment Solutions Resume
When listing skills on your treasury & payment solutions resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical treasury & payment solutions skills:
- Excellent organizational skills with a strong attention to detail; skilled at multi-tasking and achieving deadlines
- Excellent organizational skills as well as written and verbal skills
- Demonstrated capability in partnering effectively with multiple stakeholders in the delivery of programs and processes to develop leaders
- Excellent written, verbal communication, presentation and facilitation skills
- Demonstrated leadership skills, professionalism, and the ability to engage others
- Highly structured; excellent organizational skills
List of Typical Experience For a Treasury & Payment Solutions Resume
1
Experience For Senior Treasury & Payment Solutions Product Mgr Resume
- Represent the client by participating in all development activities, process redesign, and test activities to ensure creation of the desired client experience
- Excellent collaboration with internal teammates/resources
- Project management experience
- Analytical experience
- Experience of financial or treasury products and/or services
- Experience in sales, sales support, and/or direct client contact
- Sales experience of financial or treasury products and/or services
- Relevant experience in financial services product development or design
2
Experience For Treasury & Payment Solutions Sales Analyst Resume
- Experience with internal or external change management frameworks
- Serve as a point of escalation for impacted areas that need to alter or build new supporting processes
- Work toward the achievement of sales targets for Treasury Management products and services by applying well developed business development and consultative sales techniques
- Establish and enhance the Bank’s profile in the community by participating in business and community activities and seek out and create opportunities to promote BMO’s Treasury & Payments Solutions products and services
- Utilize every customer transaction/meeting (as appropriate) to strengthen and deepen the client’s relationship with the Bank by identifying opportunities to increase share of wallet and/or to generate referrals to other Bank groups
- Maintain accounts including all systems of record; accommodate requests for customer account maintenance
- Act as the primary point of contact, understanding the request and resolving when possible or referring on to the most appropriate person, to support and maintain a high level of customer satisfaction
- Assist TPS Sales in the smooth implementation of TPS products and services
3
Experience For Treasury & Payment Solutions Product Development Manager Resume
- Serve as a liaison between clients and various departments within the organization
- Establish and enhance the Bank’s profile in the community by participating in business and community activities and seek out and create opportunities to promote BMO’s Treasury & Payment Solutions products and services
- Strong reasoning ability (i.e. able to review large volumes of data and identify patterns/trends; able to spot inconsistencies/errors in language and data used to represent them)
- Able to proactively identify issues and problems and generate recommendations/solutions
- Coordinate and interact with all levels of management
- Knowledge of executive and team development processes and approaches
4
Experience For Treasury & Payment Solutions Analyzed Deposit Product Manager Resume
- Experience in financial services with experience as a business consultant and/or strategist with project management, financial analysis and strategy development
- Related technical and business unit experience
- Defines and performs complex analytical systems development tasks and develops software database applications
- Has a thorough knowledge of the business unit, its objectives, and all applications used
- Proficient in Excel, PowerPoint, and Salesforce
- Familiarity of documentation creation procedures
- Participate in T&PS forecast, determine business drivers, identify exogenous impacts, and build/modify analytic tools
5
Experience For Treasury & Payment Solutions Organization Effectiveness Consultant Resume
- Improve forecast of various interest rate-related line items including earnings credit amount, ratio of earnings credit amount to interest paid, excess position for compensating balances, and commercial card rebates
- Experience in sales, sales support, and/or direct client contact
- Help identify resourcing impacts and anticipated points of resistance, and create plan to mitigate challenges
- Partner with Corporate Treasury and T&PS Finance on CCAR and other regulatory submissions
- Act as change agent liaison aligned with the client facing internal workforce teams to facilitate and evaluate impact of TPS initiatives, define optimal change deliverable tactics and facilitate the acceptance of initiatives through effective change management practices
- Provide thought leadership through assessment of future initiative roadmaps to identify earlier awareness of impacts and opportunities to ensure successful implementation of change
6
Experience For Product Manager, Treasury & Payment Solutions Resume
- Collaborate with initiative owners & partner teams to develop & implement change strategy
- Partner with TPS WFE change managers to provide input into initiative change strategies regarding the level of impact of the change and ensure required change deliverables are documented
- Partner with TPS WFE Communications and Sales Enablement teams to provide input into change deliverable tasks and to assist with execution of required deliverables
- Partner with WFE Learning team to define the optimal training approach for the teams and to provide facilitation support where needed
- Partner with leadership team to understand their specific change efforts and provide input into ongoing initiative reporting to ensure transparency and effective planning against other initiatives
7
Experience For Treasury & Payment Solutions Engagement Readiness Consultant Resume
- Support the development of change materials, including FAQs, job aids, process flows, and procedures to successfully meet the team’s training needs both during the rollout of new initiatives as well as post-implementation and that updated versions are available in a centralized library easily accessible to the team
- Ensure that business as usual is maintained during the transition and the changes are effectively integrated into the business
- Represent the interests of the client facing internal workforce teams when working with technical resources on major improvements
- Represent client facing internal workforce teams on project team status and change meetings as well as part of monthly initiative review meetings
- Continuous improvement & efficiency opportunities
- Identify gaps in processes, infrastructure, and controls and recommend changes to close gaps or harmonize processes
8
Experience For Project Manager, Treasury & Payment Solutions Resume
- Support the identification of continuous improvement and training opportunities related to current processes and supporting the rollout of change of new products and/or services
- Identify continuous improvement opportunities to the overall TPS Change Management playbook processes to reflect lessons learned that provides for an improved change process for our client facing internal workforce teams
- Develop effective relationships with Product, Sales, and other partners to support effective execution of strategic initiatives
- Understand the impact of initiative change on the Client Services team
- Understand and assess impact of any Client Service team driven changes
9
Experience For Treasury & Payment Solutions Consultant Resume
- Change Impact Assessment
- For clients and new prospects, review and analyze cash flow and working capital position, business plans, goals and objectives, etc. all of which could be complex, developing recommendations and alternatives that meet or exceed the client’s objectives. Prepare proposals, undertake negotiations with prospects, and complete internal negotiations relative to Treasury & Payments Solutions sales
- Accountable to sell all Treasury and Payment products as an integrated solution to either Commercial or Capital Market segments. Product suite includes various collection products (Moneris,lock box,check,etc.), payment products (wires,EFT,ACH,Corporate Card (in conjunction with the Card Sales professional etc.), information solutions (OLBB),short-term investment instruments (Treasury accounts)
- Proactively, and with a long-term focus, develop an internal and external network that effectively generates prospects for new business as appropriate. This would include maintaining relationships with partners to meet customer needs such as Capital Markets, Commercial Banking, Trade Finance, Wealth Management, Moneris, etc.to ensure customer needs/expectations are profitably met and/or exceeded
- For clients and new prospects, review and analyze cash flow and working capital position, business plans, goals and objectives,etc.all of which could be complex, developing recommendations and alternatives that meet or exceed the client’s objectives. Prepare proposals, undertake negotiations with prospects, and complete internal negotiations relative to Treasury & Payment Solutions sales
- 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)
- Support the design, development and maintenance of effective processes to monitor product effectiveness, resolve issues (or provide detailed recommendations) and to integrate applicable control frameworks to mitigate operational risk ensuring the effective and efficient delivery of market relevant products that meet the needs of the targeted customer
- 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.)
List of Typical Skills For a Treasury & Payment Solutions Resume
1
Skills For Senior Treasury & Payment Solutions Product Mgr Resume
- Skilled in understanding the impact of a change, and how to plan for effective transition
- Demonstrated experience managing several projects consistently with prompt follow through in a fast-paced, deadline driven environment
- Proven RFP writing experience
- Effectively execute T&PS content strategy and processes and manage artifacts
- Effectively present thoughts and ideas in written communications (i.e. proposals, etc.)
- Displays attributes of a strategic thinker and leverages information/ideas effectively
- Experience in applying curriculum design, teaching or instruction for adult individuals and groups
- Knowledge of the process for learning needs assessment and effective adult learning strategies
2
Skills For Treasury & Payment Solutions Sales Analyst Resume
- Experience with developing and executing plans to support employee preparedness for change initiatives
- Work experience in banking (especially Retail and/or Private Wealth Management), financial services, Treasury/Cash management
- Experience working in a bank or financial services industry preferably in a Treasury sales environment
- Experience applying management and organizational development theories and tools
- Proven results with strategic thinking, creativity and deployment of organization development initiatives linked to business outcomes
- Work experience in banking financial services, Treasury/Cash management
- Work experience in financial services or banking industry
- Work experience in financial services or banking industry in a Treasury/Cash Management environment
3
Skills For Treasury & Payment Solutions Product Development Manager Resume
- Experience in communications, curriculum design, teaching, and instruction for adult individuals and groups
- Experience in banking, financial services or sales
- Work experience in treasury or technical related training
- Relevant working experience, specifically in change management or communications
- Work experience in financial services or banking industry
4
Skills For Treasury & Payment Solutions Analyzed Deposit Product Manager Resume
- Manage multiple priorities, be adaptable, meet tight deadlines, and willingness to learn from mistakes
- Develop, prioritize and execute multi-year roadmaps to provide identified capabilities while optimizing revenue and expense
- Understand client need for digitally enabled solutions, regularly validate with stakeholders
- Sales/sales support and/or direct client contact experience
- Excellent knowledge of Microsoft applications required
- Working knowledge of current and emerging engagement, learning, and readiness strategies and tools
- Developing and maintaining project schedules as per BMO methodology
- Execute and deliver client training strategy, collaborating closely with Marketing, product and sales teammates
5
Skills For Treasury & Payment Solutions Organization Effectiveness Consultant Resume
- Propose enhancement to the pricing exception policies and procedures that enhance rigor while lessening the burden on our sales teammates
- Establish metrics mechanism to allow tracking of KPIs including revenue, expense, performance, operational and risk related trends
- Support client and teammate communications, partnering closely with Marketing, Legal and Compliance
- Execute and deliver teammate training strategy, collaborating closely with HR, product and sales teammates for development of materials and delivery
- Proficiency in related PC software, including Microsoft Office Suite, LiveMeeting, and WebEx, etc
6
Skills For Product Manager, Treasury & Payment Solutions Resume
- General knowledge of banking and sales concepts and processes
- Provides leadership, coaching and development to team members, as required
- Engage with the product management team to develop pricing continuums for the different ways clients utilize our products (e.g. digital continuum.)
- Lead product enhancements or new product initiatives by working with assigned resources within P&C Canada to develop and implement the change
- Manage third party risk for vendor relationships critical to providing product capabilities
- Support stakeholders by providing subject matter expertise on the product capabilities and roadmap
7
Skills For Treasury & Payment Solutions Engagement Readiness Consultant Resume
- In-depth knowledge of Treasury & Payment Solutions, including product features and benefits
- The Project Manager is responsible for the “end to end” client implementation of Treasury and Payment products and services. This includes
- Direct management of all aspects of the project lifecycle
- Matrix management relative to clients, vendors/suppliers, strategic internal partners across various divisions of BMO and BMO Harris including Sales, Product Management, Technology and Operations, Symcor, etc
- Scope, risk and issue management
- Consistently manages stakeholder expectations and negotiates with project stakeholders to determine most accurate and appropriate definition of project deliverables and schedule
- Partners with lines of business and business partners to ensure escalations/time lines are managed and/ or activities coordinated
- Works with external vendors for delivery of needed resources and materials
- Creates and reviews project documentation and project reports
8
Skills For Project Manager, Treasury & Payment Solutions Resume
- Continue analysis on the multi-product framework that rewards clients for a deep relationship at SunTrust through appropriate price discounts
- 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
- 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
- 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
9
Skills For Treasury & Payment Solutions Consultant Resume
- Information Access: The role has authority to access multiple internal systems (confidential client data) to perform job functios (XIM, XAA, LiveLink, etc.)
- Support 1-2 sales professionals (refer to Sales Associates Matrix for breakdown by Junior/Senior role)
- Assigned client market/segment: Commercial Bank and/or Capital Markets
- For clients and new prospects, review and analyze cash flow and working capital position, business plans, goals and objectives, etc. all of which could be complex, developing recommendations and alternatives that meet or exceed the clients objectives
- Prepare proposals, undertake negotiations with prospects, and complete internal negotiations relative to Treasury and Payments Solutions sales.PlanningDevelop, implement, review and revise a rolling 3-12 month territory/segment plan that balances mining existing BMO Harris Bank/BMO Capital Markets customers with prospecting for new clients
- Contribute to Treasury and Payments Solutions Business Plan (as appropriate), regarding new business opportunities, increased profitability and portfolio growth potential, based on knowledge of local/segment marketplace
- Develop, manage or provide input to all non-product specific requirements, processes, standards and policies owned by or impacting the Product group
- Consulting and Demonstration Services to Corporate Customers and Prospects
- Manage all business elements of the enterprise’s agile delivery model, requiring close coordination and collaboration with EIS leadership
10
Skills For Treasury Sales Professional Treasury & Payment Solutions Resume
- Stay abreast of industry trends and capabilities, including the regulatory environment
- Develop industry specific rules, regulations, policies and procedures (within the regulatory environment) to enable the sales force to easily sell to customers
- Champion investment for product refinements that meet defined client needs
- Ensure product artifacts and materials are up to date and relevant
- 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)
- Create strategies and support execution to drive client and teammate engagement
- Understand the value of deposits to Corporate Treasury
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