CIB Sales Resume Sample

16 votes

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Callie Gottlieb
554 Kilback Groves,  San Francisco, CA
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Work Experience

CIB Sales Associate
01/2018 - PRESENT
Dallas, TX
  • Partner with banking to enhance the firm’s presence and relationships with customers and prospects
  • Understands client needs to develop and apply product and service solutions
  • Sales experience in Colombia, Central America & Caribbean
  • Understanding the clients' Treasury cash management structure and objectives
  • Coordinating product partners to develop solutions
  • Developing an understanding of the competition's products and positioning within the client
  • Identifying product extensions and growth opportunities for non-complex sales situations
  • Working with the TSM on new bids including cost/benefit analysis, pricing and profitability models, etc
  • Understanding of Technology/Media/Telecom industry and segment strategy to assist in developing recommendations and/or opportunities and proposal/pitch book generation
12/2010 - 12/2017
San Francisco, CA
  • Working with the TSM to finalize the sale through documentation coordination/negotiation and smooth handoff to implementation team
  • Helping the team grow by contributing to sales and revenue goals
  • Understanding of Technology/Media/Telecom industry and segment strategy in high growth and high-touch client sectors with evolving and expanding global business models. Develop deep understanding of Fintech and other emerging TMT and payments industry business models of clients in TMT portfolios,
  • Assist TSM to manage cross-functional engagement when entering into and maintaining complex or new business models with clients
  • Lead initiative with client research, call preparation, materials; high level of focus on follow-ups
  • Develop account plans, briefing memos and relationship reviews - Understanding the clients' Treasury cash management structure and objectives
  • Support TSM on new bids including coordinating with product partners to develop solutions, pricing and profitability models, RFP/RFI submissions, etc
Cib-sales Trading
08/2006 - 06/2010
Philadelphia, PA
  • Work with the TSM to finalize the sale through documentation coordination/negotiation and smooth handoff and partnership with implementation and service teams
  • Anticipate client and internal needs, challenges and proactive engagement of appropriate partners for solutioning
  • Maintaining close partnership with Dubai support functions team for Abu Dhabi rep office related matters
  • Proactively maintains bankers schedule by planning and scheduling appointments, periodic management meetings, teleconferences
  • Help in preparation of client meetings follow-up documents such as letter writing, call reports, presentations
  • Responsible to undertake adhoc tasks related to the smooth running of the office
  • Proactive diary management facilitating swift set-up of client meetings in domestic and international locations


Pepperdine University - Encino Graduate Campus
2001 - 2005
Mba's Degree in Management

Professional Skills

  • Business and Industry Knowledge – Demonstrable knowledge, and experience of auditing markets businesses, as well as preferably (but not essential) with experience of Research, or investment banking areas
  • Methodology & Analytical Skills – detailed understanding of internal control and risk assessment concepts applicable to the Sales and Marketing and Research areas and strong analytical skills to assess the impact of control weaknesses
  • Partnership - Strong execution skills, ability to work independently with limited supervision and multi-task. Works well individually and in teams, shares information, and supports colleagues. Ability to create strong stakeholder relationships that promote transparency and open dialogue around control issues
  • Excellent interpersonal style, good listening skills and the ability to communicate highly complex ideas clearly and concisely
  • Communication - Strong verbal and written communication skills, with the ability to present complex and sensitive issues to management in a persuasive manner
  • Strong verbal and written communication skills with the ability to synthesize complex problems into concise conclusions
  • Clear, logical thinker with strong qualitative skill set including; effective communication and presentation

How to write CIB Sales Resume

CIB Sales role is responsible for research, interpersonal, travel, trading, auditing, marketing, credit, finance, supervision, advanced.
To write great resume for cib sales job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For CIB Sales Resume

The section contact information is important in your cib sales 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
  • Email
  • Telephone number

Work Experience in Your CIB Sales Resume

The section work experience is an essential part of your cib sales 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 cib sales responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular cib sales position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative CIB Sales resume experience can include:

  • Strong time management, good prioritization, team player
  • Proven ability to juggle multiple tasks, strong memory, quick mind and work style and ability to focus and conduct business with minimal errors/misses
  • Can follow up without prompting and keep a step ahead of arrangements and requirements, displays good use of initiative and follow through to completion
  • Become integral part of business, understand group priorities and expectations
  • Related work experience
  • Proven ability to develop, nurture and monetize “trusted advisor” client relationships with senior executives

Education on a CIB Sales Resume

Make sure to make education a priority on your cib sales resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your cib sales 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 CIB Sales Resume

When listing skills on your cib sales 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 cib sales skills:

  • Accountability – proven ability to take the initiative in developing the scope and execution of audits/ projects. Seeks ways to increase efficiency and effectiveness of work performed and resources utilized. Willing to take personal responsibility/accountability
  • Advanced analytical, sales, communications, and client relationship management skills
  • Proactivity, Self-starter, interpersonal skills and exceptional drive
  • Strong team player that partners well with principals of the platform including Syndicate, Credit, Research and Trading
  • Strong understanding of fundamental credit knowledge and market structure
  • An ability to discuss your experiences actively generating innovative solutions to meet clients’ needs

List of Typical Skills For a CIB Sales Resume


Skills For Cib-sales Resume

  • Full competency in diary management, can apply good judgment and has an understanding of completing priorities
  • Proven track record in revenue generation and entrepreneurial nature
  • Experience in credit sales, Series 7 & 63 required
  • Experience in a markets-based role, preferably in Credit
  • Relevant experience
  • Experience in Investor Services and / or knowledge of custody and fund administration services is preferable

Skills For CIB Sales Associate Resume

  • Languages: Excellent German & English (written and spoken) required
  • 6) Ability and desire to travel in US and globally selling existing as well as new portfolio trading products
  • 2) Being able to communicate trading strategy to knowledgeable PMs and senior traders on the client side
  • 4) Traveling with current PT sales and trading team to market product in US and globally
  • Deep Product Knowledge in the following: corporate bonds, credit default swaps, credit indices, index options, index tranches
  • Telephone coverage for the team. Meeting, conference calls, telepresence set up - internally and externally
  • Help identify innovative solutions to best serve customers and manage risk

Skills For CIB Sales & Marketing Investor Services Resume

  • In-depth knowledge of industry, market, and products
  • Goal driven with the ability to foster innovation and solve problems creatively
  • Critical thinker and driver of trade concepts and themes for investor clients
  • Familiarity with the fixed income market participants in Germany/Austria & Switzerland
  • 1) Quant background. Ability to analyse portfolio based on factor models and suggest best way to execute complex US and global portfolio trades
  • 5) Knowledge and experience of executing portfolios via current set of Algos/tools as well as working closely with product team to help improve and develop new tools
  • 7) Self motivator and self-starter, constantly looking for new opportunities in PT space, leveraging JPM resources, and making sure have perfect coordination between various desks

Skills For Cib-sales Trading Resume

  • Experience of effectively arranging travel, production of accurate itineraries, able to navigate systems well and apply good judgment on how to optimise travellers’ time
  • Exhibits a positive and constructive attitude, common sense and manages time effectively
  • Experience in credit sales, Series 7 & 63 required
  • Flexibility and openness to changes
  • The ability to grow further within the role and make it their own
  • Awareness of expense arena, expense systems and cost control initiatives e.g. can champion expense policy, process expenses in a timely manner
  • English and Mandarin fluency is essential

Skills For CIB Sales & Markets Emerging Markets DCM Analyst Resume

  • Japanese Fluency would be useful
  • Build strategic partnerships where clients share all their concerns and priorities early in their thought process so that we are given opportunity with new requirements and do not receive unexpected news. View the client as a Partner to the firm demonstrating proactive engagement at all times
  • Develop initiatives to build profile both internally and externally demonstrating our creativity and innovative solutions for Luxembourg clients and prospects
  • Build the profile of our Luxembourg franchise
  • Work closely with Risk and Compliance, and support general Sales in those activities if required
  • To include the maintenance of KYC/AML, collation of relevant documentation and accountability for client adherence to Legal and Compliance requirements

Skills For CIB Sales & Markets Sales Resume

  • Lead and participate in pitches for new business
  • Be seen as the prospect’s senior advocate within the Bank with ability to influence and get results
  • High volume of telephone coverage for the whole sales area
  • Finalise complex travel arrangements: co-ordination of flights, check in, VISAs, accommodation and ground transportation logistics. Manage a multitude of frequent changes at short notice and prepare travel itineraries
  • Understand group priorities and team expectations
  • Partnership with assistants across the equity sales area to provide coverage where necessary

Skills For CIB Sales Executive Assistant Resume

  • Exceptional co-ordination skills to manage numerous events throughout the year including budgeting and securing venue dates. Liaising with different parties throughout the bank ensuring all logistics are finalised to a high standard
  • Extensive use of Outlook, enabling the seamless coordination of internal and external meetings, travel and other appointments
  • Partnership with assistants across the prime finance area to provide coverage where necessary
  • Finalizing complex travel arrangements: co-ordination of flights, tickets, VISAs, accommodation and ground transportation. Preparing and managing complex travel itineraries
  • Management of expense processing through Concur, reimbursement, personal amounts owing etc
  • Potential for involvement in Client event planning
  • System functionality expert - utilise internal systems, complete accurate data entry (Concur, eSource, CWT)
  • Partnership with Assistants across the CIB group to provide coverage for absence
  • Manage risk appropriately

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