Payments & Cash Management Resume Sample
Clint Kuhlman
715 Lue Port,
Boston,
MA
+1 (555) 854 8814
Work Experience
Senior Payments & Cash Management Business Risk & Control Management Manager
04/2018
-
PRESENT
Houston, TX
- Ensure external client satisfaction with all clients, in particular and quickly resolving major client dissatisfaction with HSBC
- Ensure excellent working relationships and collaboration with in all internal stakeholders/clients in particular global product management and client management
- Ensure the client proposition is fit for purpose and investment for GB Corporate is not overlooked
- Ensure global, regional and country GB Corporate teams have a positive appetite for PCM
- Review and deploy optimal coverage model for the GB Corporate sales footprint
- 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 the clients' needs
- Where appropriate put together high quality customer presentations to best showcase HSBC's offering to potential new clients
Payments & Cash Management
07/2012
-
01/2018
San Francisco, CA
- 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
- Develop an appropriate calling plan to efficiently and effectively meet clients' needs
- Ensure that CMB has a robust and compliant Business Risk Control Management capability within ‘First Line of Defence’ aligned to the Global model
- Implement and maintain effective BRCM framework throughout the region, which adds value to the CMB business
- Drive and support a culture throughout regional and country teams, which acknowledges the requirement for effective management of operational risk and control to protect the Bank and CMB from potential operational loss (tangible and reputational losses)
- Work effectively with Global CMB BRCM and Regional Operational Risk leadership team, and Regional functional risk heads
- Support CMB teams in adherence to both internal and external directives from ‘Second Line of Defence’ including but not limited to Compliance, Operational Risk, Information Security Risk, Business Continuity functions
Business Analyst Payments / Cash Management
08/2005
-
03/2012
New York, NY
- Ensure that the country CMB team implements compliance policies and procedures in respect of CMB business, including money laundering deterrence programmes and regulatory projects (including Global Standards, FATCA, Turquoise, Slumber etc)
- Assess and report on the adequacy of operational risk and control environment
- Provide timely and relevant presentation material for the Risk Management Committees, Management Committees and others as needed
- Undertake presentations to customers to best showcase HSBC’s offering in accordance to clients' needs
- 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 association
- Ensure fairness in all aspects of strategy, product design and delivery, customer literature & correspondence, financial promotions, administration and complaint handling
- Assist the team to develop and maintain relationships with key clients including a robust coverage programme
- Work with team members to develop an appropriate calling plan to efficiently and effectively meet the clients' needs
- Maintain and enhance the image of HSBC through the planning and execution of conferences, industry sector days, internal and external client road shows
Education
Kent State University - Trumbull Campus
1999 - 2004
Bachelor's Degree in Management
Professional Skills
- Strong sales, interpersonal, communications, negotiations, analytical, presentation, managerial, sales management and decision-making skills
- Strong sales experience of International PCM services and products and also cross selling of our PCM network in over 50 countries
- Very good understanding of US and International Cash management with proven track record of marquee or elephant cash management deals
- Build a strong sales pipeline across various verticals in partnership with CORI and GLFI bankers
- Preparing and carrying out client meetings, including creating presentations and brochures
- Understanding of Standby Letter of Credit (SBLC) / Working Capital arrangements
- Assessing and managing risk and from a product, liquidity/ commercial perspective
How to write Payments & Cash Management Resume
Payments & Cash Management role is responsible for languages, travel, security, credit, contracts, marketing, analysis, planning, compliance, general.
To write great resume for payments & cash management job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Payments & Cash Management Resume
The section contact information is important in your payments & 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 Payments & Cash Management Resume
The section work experience is an essential part of your payments & 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 payments & 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 payments & cash management position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Payments & Cash Management resume experience can include:
- Detect opportunities to modify our service agreements (from client or from regulatory standpoint), to liaise with legal department for agreement modification and keep in mind ways to protect the firm against operational risks
- Manage existing and keep a file of prospective/new clients and market PCM offer
- Understand a customers business and the fundamentals of running a busines
- Market client tools to send electronic payments to continue to decrease manual payments volume
- Complete PCM contracts for products and services when a new account is opened or a new service is implemented
- Manage and understand the departments liquidity risk and P&L management
Education on a Payments & Cash Management Resume
Make sure to make education a priority on your payments & 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 payments & 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 Payments & Cash Management Resume
When listing skills on your payments & 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 payments & cash management skills:
- Execute a robust sales plan to target key customers including effective closure of pipeline deals to capture revenu
- Good cooperation with GTB NY staff included the middle office (ASG)
- Good cooperation with GTB NY staff included the middle office and operations
- Set up client meetings independently and marketing of our offer during meeting /conference call
- Follow up on all meetings including call reports, client objectives and alerting other branches of any sales actions
- Generate referrals for other Global Businesses, e.g. Private Banking, GBM, RBWM, as appropriate
List of Typical Skills For a Payments & Cash Management Resume
1
Skills For Senior Payments & Cash Management Business Risk & Control Management Manager Resume
- To manage both yourself and the team to
- In Cash Management for corporate clients
- HSBC has a unique global footprin
- Manage change and innovation
- Manage multitask requirements
2
Skills For Payments & Cash Management Sales Associate Team Lead Resume
- Strong sales capabilities (Deal hunter) with specific experience with Multinational Corporations, Media/Telecom, Technology, Chemicals, and Healthcare companies
- Key sponsor to client Domestic and /or International PCM proposals
- Comfortable and confident to speak / present to senior management
- Travel more than 30%
- CTP / International CCM
3
Skills For Country Head-payments & Cash Management Sales Resume
- Certified SWIFT for Corporates
- Respond to RFP requests with specific PCM services offered (domestic or international)
- Update PCM databases with information about clients when new products and services are
- Ensure follow up is timely for all client requests
- Back up of our product specialist: review questions by clients on their specific cash management services, especially the local web PCM tool
- Support Head of GTB and Head of PCM AMER for internal and transversal projects of GTB/NY
Related to Payments & Cash Management Resume Samples
Cash Management Associate Resume Sample
Work Experience
• Act as support for customer inquiries on depository accounts; handles routine cash management and customer service issues and questions; recognize cross-selling opportunities and refer them to Cash Management Specialist/Consultants/Manager for customer follow up
• Provide support for wire originati...
Professional Skills
• Excellent communication, organizational an...
• Working experience in bank reconciliations
• Experience or high performing
Cash Management Manager Resume Sample
Work Experience
• Actively contribute to the successful growth and profitability of the portfolio of client relationships by monitoring & managing the cash management aspects and leveraging the appropriate cash management product and service solutions to drive and sustain long term, mutually beneficial relationships
• ...
Professional Skills
• Strong interpersonal & communication skill...
• Strong administrative skills and word proc...
• Strong sales, interpersonal,communications...
Global Liquidity & Cash Management Resume Sample
Work Experience
• 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 effec...
Professional Skills
• Promotes and prioritises our customer when...
• Ensure a direct impact to customer percept...
• Invites and responds to customer, colleagu...
State & Local Tax Resume Sample
Work Experience
• Multiple concurrent tasks, frequent interruptions, mathematical skills, verbal and written communication, detailed work and confidentiality. Flexible schedule around deadlines
• Manage practice effectively meeting billing, realization, days outstanding and individual charge hour objectives
&n...
Professional Skills
• Strong interpersonal skills, including abi...
• Excellent research and analytical skills a...
• Excellent analytical skills in terms of pr...
Administrator Payroll Resume Sample
Work Experience
• Oversee the ordering, fulfillment and delivery of all venue gear
• AS/400 computer system, computer, 10-key adding machine, phone, fax machine
• Provide an accurate collation of queries by inputting all details onto the relevant CRM systems
• Feedback’s...
Professional Skills
• Demonstrate organizational, multi-tasking,...
• Strong communication skills including the ...
• Demonstrate strong problem-solving and ana...
Pay Analyst Resume Sample
Work Experience
• Receive, record, and process client bills for payment in accordance with the Firm’s policies and procedures
• Handle North America; support and monitor the day to day processes/activities of the team
• Balance resource requirements across sub-teams and ensure adherence to def...
Professional Skills
• Operate within complex programs that incor...
• Skills: Strong communication skills, both ...
• Strong drive for action, excellent inter-p...