Global Liquidity & Cash Management Resume Sample
Earnestine Wiegand
906 Huels Route,
Chicago,
IL
+1 (555) 794 2897
Work Experience
Senior Global Liquidity & Cash Management Sales Manager
10/2017
-
PRESENT
Houston, TX
- Develop and maintain relationships with key clients including a robust coverage programme
- Work with relevant key stakeholders to ensure a positive client experience including excellent service and implementation
- Develop an appropriate calling plan to efficiently and effectively meet clients' needs
- Where appropriate put together high quality customer presentations to best showcase HSBC's offering to potential new clients
- Maintain and enhance the image of HSBC through the planning and execution of conferences, industry sector days, internal and external client road shows and active participation in industry associations
- Maintain close liaison with intra country, intra region and cross regional colleagues/stakeholders so as to provide input into the strategic direction of Sales, Product and Client Management functions
- Be an ambassador for HSBC and develop the bank’s profile in the local ‘International Business’ community
- Responsible for oversight of short-term and long-term Product strategies leveraging regional Product execs to provide insight and clarity of regional and local customer needs, and the regulatory environment
- Align and prioritize Information Technology (IT) Investment requirements during the Annual Operating Plan (AOP) planning process
Global Liquidity & Cash Management
04/2012
-
08/2017
Philadelphia, PA
- Driving effective interaction across organizational boundaries, including sales, client services, marketing, operations, Information Technology (IT), Legal, Business Risk Control Management (BRCM), Finance, and Compliance to deliver optimized customer experiences
- Develop and maintain good contact with the external PCM market, e.g., partner organizations, industry associations, customers, competitors, regulators, and vendors to ensure that our strategy remains relevant and effective
- Develop an appropriate calling plan to efficiently and effectively meet the clients' needs
- To manage a client portfolio in order to maintain existing and generate new income for the business
- Undertake with the Sales Manager, sector/portfolio planning and client monitoring/contact
- Plan and execute under the strategic direction of the Sales Manager a robust sales plan to target key customers including effective closure of pipeline deals to capture revenue
- Build and maintain close relationships with clients. Act on feedback from market surveys, client engagement programs. etc
- Develop and maintain relationships with key clients including a robust coverage programmers
Senior Global Liquidity & Cash Management Sales Manager
09/2008
-
10/2011
Phoenix, AZ
- Direct, lead and manage a team of Client Service Managers in implementing the client service proposition
- Increased GB PCM revenues by the coordination, identification and development of business opportunities from the region in order to maintain existing, and generate new income for HSBC in order to achieve the annual quantitative and qualitative goals and measures
- Development and execution of individual client and industry sector planning and customer contact strategy across the region, in accordance with PCM and Global Banking strategic direction and initiatives
- Implementation of sector sales strategies identifying key actions for their region, stakeholder management, investment requirements and product initiatives as it relates to in bound activity
- Review key performance metrics to proactively identify issues and trends
- Review key client metrics including to proactively identify issues and trends including revenue trends, payment flows, and industry benchmarks
- Reviewing industry and client trends to identify potential opportunities to strengthen GLCM’s position within the market
- Manage the end-to-end client management process
Education
George Fox University - Salem Center
2003 - 2007
Bachelor's Degree in Management
Professional Skills
- Promotes and prioritises our customer when making decisions or taking action and encourages colleagues to do the same
- Ensure a direct impact to customer perception of HSBC by providing a high quality on-boarding experience
- Invites and responds to customer, colleague and stakeholder feedback effectively, enabling continual development to improve future service
- Prepares and runs (attends) monthly MI & Reporting governance calls, including capturing feedback and issuing actions
- GLCM provides transaction banking products, services and solutions to the clients of HSBC's Global Banking and Markets and Commercial Banking businesses
- Responsible for raising MI & Reporting significant issues, risks and challenges to the Head of the Global SPM
- Manage projects spanning all areas of HSBC including: Client Management, Client Support, Business Implementation, AML, Fraud, Legal, Compliance, etc
How to write Global Liquidity & Cash Management Resume
Global Liquidity & Cash Management role is responsible for software, design, reporting, integration, credit, finance, coaching, marketing, benefits, analysis.
To write great resume for global liquidity & cash management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Global Liquidity & Cash Management Resume
The section contact information is important in your global liquidity & cash management 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 Global Liquidity & Cash Management Resume
The section work experience is an essential part of your global liquidity & cash management 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 global liquidity & cash management responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular global liquidity & cash management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Global Liquidity & Cash Management resume experience can include:
- An understanding of financial budgets/statements/models, with experience of analysing data effectively for planning, forecasting and reporting
- Proven experience of building effective networks both internally and externally, creating opportunities for others to work collaboratively
- Previous experience of working in a complex matrix business, with an ability to influence staff at various levels of seniorities without formal reporting lines
- Communicate with stakeholders at a local/regional/global level; ensure effective internal and external communication and sharing of such projects
- Provide a positive and professional onboarding experience for all new customers
- Strong knowledge of local / regional / global cash management and clearing services, products, techniques and strategies
Education on a Global Liquidity & Cash Management Resume
Make sure to make education a priority on your global liquidity & cash management resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your global liquidity & cash management 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 Global Liquidity & Cash Management Resume
When listing skills on your global liquidity & cash management 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 global liquidity & cash management skills:
- Keeps up-to-date with HSBC strategy and external trends and looks for ways to translate these into delivering enhanced customer services or solutions
- Engages with our customers, colleagues and stakeholders to build a trust-based relationship to deliver a connected service on a continuing basis
- Actively contribute to the GLCM pipeline and keeping it accurate and up-to-date
- Knowledge of CMB’s international proposition / product capabilities
- Knowledge of the Consumer Brands, Retail and/or Healthcare sectors
- Core Capabilities (applicable to all roles in HSBC)
List of Typical Experience For a Global Liquidity & Cash Management Resume
1
Experience For Senior Global Liquidity & Cash Management Sales Manager Resume
- Responsible for the implementation and ongoing development of the global / regional GLCM sector sales strategy including regional EBV and Revenue targets
- Implementation of sector sales strategies identifying key actions for their region, stakeholder management, investment requirements and product initiatives
- Implementation of GLCM sector strategy and action items to internal stakeholders including GB&M RM groups, country management and GB&M and GLCM In-country HQ
- Generate referrals for other Global Businesses, as appropriate
- Work beyond the scope of the Client Management function, as an integral part of the senior team
- Contribute to the development and implementation of a risk aware client management culture
- Understand and identify revenue opportunities within the region and assist in-country leads
- Operates within Payments and Cash Management Client Management team working with HSBC Group's CMB Large Corporate / Mid-Market as well as Global Banking customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. GLCM is a provider of choice to clients doing business both domestically and internationally
List of Typical Skills For a Global Liquidity & Cash Management Resume
1
Skills For Senior Global Liquidity & Cash Management Sales Manager Resume
- Proven coaching and performance management skill
- Develop effective strategies for maintaining and growing Group relationships with current and potential customers to achieve established objectives
- Strong level of business acumen and commercial awareness, including economic, political, market, cultural, procedural and regulatory issues
- Experience in coaching team members and colleagues to enhance the productivity and knowledge of the team
- By analysing clients activities and providing advice and suggestions to clients to improve Generate cross country referrals facilitated via Global Links
- Cross selling GLCM products and providing superior service support for all GLCM solutions
- Develops and maintains proportionate risk and compliance governance frameworks, policies and procedures
- Ensures internal risk and compliance governance is comprehensive and aligned to relevant external law and regulation
2
Skills For Global Liquidity Cash Management Product Director Resume
- Establishes and maintains an environment where risk is routinely anticipated, acknowledged, identified, quantified and acted upon in a timely and efficient way
- Develops and promotes the use of a wide range of risk management tools, techniques and ideas to manage risk ethically, effectively and across boundaries, while still enabling good commercial practice
- To achieve income for the Group by originating leads, building and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to a sector of HSBC's clients
- To achieve income for the Group by originating leads, building and maintaining relationships with new and existing clients in order to identify and sell innovative cash and clearing management solutions to the Consumer Brands, Retail, & Healthcare (CBRH) sector of HSBC's Global Banking clients
- Work in close partnership with Global Banking Coverage and the wider GLCM sales teams to identify and develop business opportunities, jointly formulate client engagement strategy to deepen HSBC’s global cash management wallet share, with an industry focus on corporates in the Technology, Media and Telecommunications space
- Work closely with the GLCM Implementation, Integration and Client Service teams to ensure smooth transition of client mandate into realized revenues, as well as to provide ongoing coverage in response to clients’ evolving challenges and requirements
- Generate referrals for other HSBC Global Businesses e.g. Asset Management and Commercial Banking, as appropriate
- Drive and deliver revenue and PBT growth, achieve AOP targets and maximise the financial contribution of the payments and cash management business in the country
3
Skills For Global Liquidity & Cash Management Product Manager Resume
- Lead the execution of the PCM global strategy in the country to ensure an optimal balance of NFI and NII in the country, proactively manage costs, and achieve and exceed key performance indicators while building a sustainable business model
- Drive the delivery of a comprehensive and competitive suite of payments and cash management solutions, delivered through a range of delivery channels by executing a commercially focused product management strategy, which aligns with the propositional requirements of the Customer Groups
- Lead the development and execution of a high quality client-centric service culture that delivers superior post-sales support to GB&M and CMB clients across the range of PCM products in the country
- Position HSBC as the top provider of payments and cash management services in the country by developing an appropriate marketing strategy to ensure that HSBC is ranked number one in all significant cash management surveys across the country
- Lead the creation of appropriate operating budgets for the country and track performance of country PCM against MTOs, ROPs and Performance Scorecards and ensure strategic alignment with Global and Country imperatives
- Take responsibility for running a globally & country compliant PCM business which meets changing regulatory requirements and ensures reputational risk impact is mitigated / minimised for PCM
- Optimise the use of PCM resources across the country, by developing and monitoring appropriate MI to manage the use of PCM resources including people, premises and systems
4
Skills For Global Liquidity & Cash Management Sales Practice Manager Resume
- Cash Management background, or evidence of delivery in a similar role within a global organisation
- Excellent Excel and VBA
- Cross selling PCM products and providing superior service support for all PCM solutions
- Knowledge of the GLCM business and broader construct of HSBC’s Global Businesses
- Proficiency with personal computers as well as pertinent project management software
- Knowledge of day to day workings of a Corporate Treasury environment, foreign exchange, payments and liquidity
5
Skills For Global Liquidity & Cash Management Business Risk & Control Management Manager Resume
- Association of Corporate Treasurers International Certificate in Cash Management or Certified Treasury Professional qualified
- Coordinate customer service delivery and relationship management within the Group and strategic alliances to ensure a coordinated and consistent approach. Design and implement workable, innovative solutions to customers’ individualized needs and generate and receive referrals for Company and Group products and services
- Communicate customer product and service requirements to Product Management to help design and implement enhancements to existing products and develop new products to ensure delivery of high quality product and service to the customer base
- Work in a consultative fashion to market customized, cross-border and domestic cash management solutions to US-parented multi-national companies to generate Group-wide income. Cross-sell other Company and Group products to customers as appropriate
- Maintain awareness of credit, audit and regulatory requirements. Maintain awareness of international competitive, economic, political and regulatory environments affecting the portfolio; inform management of issues affecting competitiveness
- Maintain and enhance the image of the Group through implementation of a calling program
- Maintains HSBC internal control standards, including the timely implementation of internal and external audit points together with any issues raised by external regulators
- Lead Global Trade & Receivables Finance (GTRF) contribution to relevant investment frameworks, finalise the Annual Operating Plan (AOP) and manage inputs to strategic reviews
- Propose, coordinate and lead inputs to key strategic initiatives for GTRF and various business transformation activities, including the development of related business cases
6
Skills For Global Liquidity Cash Management Senior Global Product Manager Resume
- Consolidates and distributes regional targets
- Ongoing review of report quality and formats
- Runs regular regional win/loss reports from CV, including communicating gaps and data
- User acceptance testing for development work undertaken on systems
- Coordinates AOP documentation, ensuring completeness and delivery against deadlines
- Maintains core performance information, including FTEs and targets, for each region
7
Skills For Global Liquidity & Cash Management Sales Senior Manager Resume
- Ensure a direct bottom line impact by enabling the flow of new revenue through the client implementation process
- Help to generate future business from existing customers
- Manage the governance committees for GTRF and coordinate with other HSBC governance forums as required
- Coordinate the strategy, execution, management and reporting of all GTRF segments including rollout / maintenance of standard tools, targets, performance tracking, operating models, sales processes, people agenda and governance
- The job holder is responsible for all commercialization activity to position the product or service in the market
- Manage a client portfolio in order to build a solid relationship, ensure each prospective and existing client has a consistent positive experience with HSBC, and maintain existing and generate new income for the business
8
Skills For Snr VP & Country Head of Global Liquidity & Cash Management Resume
- Create Business Reviews to identify and recommend cross-sell opportunities that result in increased customer satisfaction and client revenue
- Operates within Payments and Cash Management (GLCM) Sales, working with HSBC Group's CMB Large Corporate / Mid Market customers in providing and supporting the full range of payments, cash management and Trade related products and solutions. GLCM is a provider of choice to clients doing business both domestically and internationally
- Ensures best practices are shared amongst the regions
- Identifies development needs and escalates to Global SPM
- Produces customer group performance reports for each region / for your region
- Prepares yearly sales performance reports for each region / for your region Supports central change initiatives, including preparing data & reports for benefits realisation
- Develops and manages MI and reporting standards
9
Skills For Global Liquidity & Cash Management Sales Manager Resume
- Prepares and issues weekly/monthly pipeline reports for each region
- Liaises with Global SPM to incorporate report changes and development enhancements within ClientVision
- Tracks and monitors central SPM KPIs
- Manages initiatives in line with HSBC’s standard project management frameworks, as well as the GLCM Product Lifecycle methodology
- Works closely with GLCM Product Managers and ancillary business partners to understand their business / project needs, and coordinates securitization of appropriate project resources (i.e. IT, Software Delivery, Operations, etc)
- Ensures project partners fully understand their deliverables and their impact to the critical path of the initiatives assigned
10
Skills For Global Liquidity & Cash Management Business Management Director Resume
- Operates within Payments and Cash Management (GLCM) Sales, working with HSBC Group's Global Banking CBRH sector customers in providing and supporting the full range of payments, cash management and liquidity related products and solutions. GLCM is a provider of choice to clients doing business both domestically and internationally
- The jobholder works closely within HSBC with Global Banking ok Sector Relationship Managers, Product and Client Implementation/Management. External contact includes Finance Directors, Treasury Managers, Cash Managers, Operational Departments and numerous third parties
- Manage the end-to-end client implementation process
- Increased GB GLCM revenues by the coordination, identification and development of business opportunities from the TMT industry sectors in order to maintain existing, and generate new income for HSBC in order to achieve the annual quantitative and qualitative goals and measures
- Development and execution of individual client and industry sector planning and customer contact strategy across the region, in accordance with GLCM and Global Banking strategic direction and initiatives
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