Treasury Management Sales Resume Sample

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Art Wolff
518 Harvey Keys,  Detroit, MI
+1 (555) 212 9076

Work Experience


Treasury Management Sales Associate
01/2017 - PRESENT
San Francisco, CA
  • Participate, develop and/or deliver training sessions to target groups, to include
  • Customer Forums/Internal Partners, New Hire Training
  • Targeting needs for “specific industry segment”
  • Supports the TMSO as they work with existing clients and prospects in order to develop new treasury management business and to maintain existing business with our treasury clients
  • Helps develop and prepare treasury responses to RFPs, reviews and presentations, as appropriate
  • Assists with the documentation required for new and existing treasury clients
  • Works with TMSO to perform timely follow-up on newly implemented treasury services to ensure we meet the client’s needs
  • Develops a good understanding of all sales tools and pricing options
  • Participates in any pre-call planning
Treasury Management Sales Consultant
12/2014 - 12/2016
Boston, MA
  • Provides and coordinates client training and installation of treasury services
  • Assists in maintaining accurate pipeline by tracking deal progress
  • Participates in relationship review process and cross selling opportunities
  • Develops working knowledge of all treasury products and technical requirements
  • Supports internal partners by providing training and assisting on special projects
  • Develop and maintain extensive knowledge of Treasury Management products, services and pricing; application of products/services to business cash flow cycles; service setup procedures and documentation; and account analysis
  • Assist with new account onboarding for derivative and foreign exchange products to include coordination of account agreements, documentation, and customer setup on Treasury Management system and FX vendor systems
  • Impact deposit and non-interest income growth for the bank by providing sales leads, sales support and sales presentations to Treasury Management Sales Officers (TMSO)
  • Assemble Requests for Proposals (RFPs) and coordinate pricing, approach and development of formal proposals. Coordinate preparation of sales proposals and assist TMSO/banker with presentations
Treasury Management Sales Assistant
02/2011 - 08/2014
Philadelphia, PA
  • Assists with follow up after client calls
  • Develops and maintains relationships with key clients
  • Develops awareness of local competition and market pricing for treasury services
  • Understands the client’s business and their specific needs
  • Willingness and ability to develop increasing responsibilities
  • Working under pressure and with deadlines
  • Working extended hours when necessary
  • Coordinates implementation of treasury services with applicable parties to ensure timely delivery to clients
  • Manages client documentation requirements

Education


Friends University
2006 - 2011
Bachelor's Degree in Finance

Professional Skills


  • Excellent written and verbal communication skills, customer service skills, and PC skills
  • Strong customer service / relations skills, excellent oral and written communication skills
  • Strong business correspondence skills to effectively present information and respond to questions from groups of managers, clients, and customers
  • Strong critical thinking, negotiation, problem solving and decision making skills
  • Excellent professional communication and problem solving skills
  • Experience: Five years banking experience; 3 years related experience (Treasury Management sales / product / support, line banker, commercial call center)
  • Strong communications skills - verbal, telephone and written including correspondence and email

How to write Treasury Management Sales Resume

Treasury Management Sales role is responsible for customer, organizational, presentation, software, communications, treasury, mainframe, finance, credit, training.
To write great resume for treasury management sales job, your resume must include:

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

Contact Information For Treasury Management Sales Resume

The section contact information is important in your treasury management 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 Treasury Management Sales Resume

The section work experience is an essential part of your treasury management 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 treasury management 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 treasury management sales position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Treasury Management Sales resume experience can include:

  • Read and write, with advanced arithmetic skills
  • Prior knowledge or experience with Treasury Management process and documentation
  • Work independently, while establishing strong working relationships with other areas of the Bank
  • Customer service, sales, banking, and electronic payment processing experience
  • Experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint
  • Experience in internet and mainframe based banking applications and other banking products

Education on a Treasury Management Sales Resume

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

When listing skills on your treasury management 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 treasury management sales skills:

  • Handle and prioritize multiple tasks. Organizational and time management skills are
  • Excellent professional communication and written presentation skills
  • Experience banking experience
  • Experience selling financial services or 3 years of experience in corporate finance or treasury
  • Prior experience with Microsoft Access or writing SQL queries
  • Practical problem solving skills to deal with a variety of concrete variables in situations where only limited standardization exists

List of Typical Experience For a Treasury Management Sales Resume

1

Experience For Treasury Management Sales Associate Resume

  • Potential for excellent business development skills with knowledge of selling and closing techniques
  • Treasury Management Sales experience
  • Trains and mentors less experienced team members; displays leadership in all interactions with peers, partners and management
  • Develops and maintains effective relationships with internal and external customers
2

Experience For Treasury Management Sales Specialist Resume

  • Three (3) to five (5) years’ of experience in an Analyst level position required
  • Demonstrated ability to successfully navigate the organization under urgency
  • Compile and analyze pricing information that is very detailed and often interpretive, providing pricing comparisons based on findings
  • Assist TMC in deal development by collecting, inputting and monitoring client data through the deal team life cycle
  • Works with existing clients and prospects in order to develop new treasury management business and to maintain existing business with our treasury clients
  • Create and update pipeline opportunities in sales tool. Assist TMC ramping opportunities by maintaining current and accurate client information
  • Prepares documentation required for new and existing treasury clients
  • Analyzes multiple resources and tools to acquire a full understanding of the customer's complex needs and desired output
3

Experience For Treasury Management Sales Consultant Resume

  • Schedules and completes calls on existing clients and prospects in order to develop new treasury management business
  • Maintains up-to-date knowledge of competitor’s products and pricing in the market served
  • Complete routine forms, use existing form letters, and/or conduct routine oral communication
  • Analyze and solve complex problems involving multiple facets and variables in non-standardized situations
  • Special Project – Compliance, Regulatory, Marketing, Procedural Initiatives
  • Assist Treasury Management Sales Officers to manage a growing portfolio of treasury management clients
4

Experience For Treasury Management Sales Assistant Resume

  • Provide technical and operational support and product training to customers
  • Capability to interact professionally with all levels of personnel using diplomacy
  • Solicits feedback from customers on quality service levels and oversees on-going maintenance
  • Prepares marketing information packages and assists with preparation of proposals and presentations for customers and prospects
  • Monitors customer product and pricing accuracy
  • Proactively reviews account analyses for existing customers for accuracy and resolves discrepancies and errors
5

Experience For Treasury Management Sales Analyst Resume

  • Prepare relationship reviews for Treasury Management clients; assist TMSO/bankers in the review process as required
  • Advise TMSO on potential improvements to online security, product/service utilization and enhancements for their customers
  • Ensure that client Treasury Management presentation materials and are compliant with regulatory guidelines
  • Make on-site client visits as required
  • Provide subject matter expertise to internal bank staff as required
6

Experience For Regional Treasury Management Sales Manager Resume

  • Assist with other Treasury Management projects as required
  • Provides support on complex client implementations
  • Develops and prepares treasury responses to RFPs, reviews and presentations, as appropriate
  • Performs timely follow-up on newly implemented treasury services to ensure we meet the client’s needs
  • Performs follow up after client calls
  • As defined with the business, analyzes, evaluates and mitigates operational, regulatory, credit, and reputational risk
  • Exercises discretion and sound judgment in the performance of these and other essential job functions
  • Assist with preparation of RFP/proposal content, review and coordination of client responses
  • Gathers necessary client information and prepares documentation to support pre-sale activities in preparation for implementation of financial products and service
7

Experience For Treasury Management Sales Manager Resume

  • Independently drive new sales opportunities by identifying client needs and cross-selling Treasury Management products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services
  • Advanced knowledge of Treasury Management operational procedures, practices and policies
  • Persuasively articulates Fifth Third's value proposition to potential clients to influence
  • Under the guidance of a Team Leader or Sales Manager, sells treasury management services to corporate clients and prospects within a defined territory
  • Coordinates with Business Bankers
  • Analyzes the cash position/flow and proposes appropriate services
8

Experience For Senior Treasury Management Sales Consultant Resume

  • Prepares and completes sales presentations
  • Prepares agreements, implementation documentation and procedures in order to establish new clients on the system
  • Performs timely follow-up concerning newly implemented treasury management services to ensure client is satisfied and/or carefully understands the mechanics of the service
  • Meets with Business Bankers to review their accounts and identify prospective clients for cash management services
  • Develops and maintains the company's relationships with contacts/clients to maintain and expand business
  • Makes regular calls on potential client companies in order to generate high quality new Treasury Management and deposit business to achieve or exceed specific production goals
9

Experience For Treasury Management Sales Resume

  • Meets with clients through personal calling efforts, referrals and other contacts to discuss business needs and recommend ways in which the bank can serve their needs
  • Plans the upcoming year's growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives
  • Reviews monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged
  • Resolves operational problems reported by clients in a timely manner (within 24 hours)
  • Assists Business Bankers with understanding treasury management product risk and ensuring Capital One Bank's credit policies are applied throughout the sales cycle
  • Receives new product and product enhancement information/ training from Treasury Management's product staff
  • Assists in the design of treasury management services by providing data from the market on strengths and weaknesses of existing services and new product needs not currently met
  • Maintains and updates the banks SRM system regarding sales calls, pipelines, closed sales, etc. to enable the generation of monthly activity reports to track sales and revenue growth by market segment
  • Facilitate the implementation and/or modification of new and existing services to maintain and fine tune the client’s treasury management system
10

Experience For Treasury Management Sales Associate Resume

  • Under the guidance of a Team Leader or Sales Manager, sells treasury management services to corporate clients and prospects within a defined territory covering US Corporate
  • Meets with Relationship Managers to review their accounts and identify prospective clients for cash management services
  • Assists Middle Market Bankers with understanding treasury management product risk and ensuring Capital One Bank's credit policies are applied throughout the sales cycle
  • Develops and maintains the company's relationships with contacts / customers to maintain and expand business
  • Makes regular calls on potential client companies in order to generate high quality Treasury Management and deposit business to achieve or exceed specific production goals
  • Meeting with customers through personal calling efforts, RM referrals and other contacts to discuss business needs and recommend ways in which the bank can serve their needs
  • Plan the upcoming year's growth through the development of a business plan in alignment with departmental budget and consistent with overall Bank asset/liability management objectives
  • Sells treasury management services to corporate customers and prospects within a defined territory
  • Coordinating with Account Executives, Sales Specialist schedules and completes calls on existing customers and prospects in order to develop new treasury management business

List of Typical Skills For a Treasury Management Sales Resume

1

Skills For Treasury Management Sales Associate Resume

  • Effectively uses all tools to acquire new relationships as well as deepen existing relationships
  • Intermediate skills in computer terminal and personal computer operation; specialty software programs including Microsoft Outlook, Word, Excel, and PowerPoint
  • The incumbent needs a thorough level of knowledge of treasury management products as well as well-developed sales and new business development skills
  • Prior experience with Financial Technologies
  • Above average problem resolution skills
  • Experience in cross-selling other financial services and products
  • Typically requires a Bachelors in Accounting or Finance, and 0 -2 years of directly related experience
  • Financial service experience including sales and customer service
2

Skills For Treasury Management Sales Specialist Resume

  • Manage multiple requests and deadlines simultaneously, set priorities and adapt to changing conditions with limited supervision
  • Work with cross-functional teams, and possess strong creative solution and problem solving
  • Banking experience
  • Good understanding of Treasury Management processes and procedures, from either a practitioners or bankers perspective
  • Develops strong relationships with existing customers to retain and develop new business
  • Manage multiple projects of competing priorities simultaneously with great success
  • Strong customer service demeanor with the ability to bring together both the best interests of the client and the Bank
  • Develops and maintains effective working relationships with Treasury Management team, bank personnel, Synovus support units, and commercial customers
  • Previous Treasury Management experience or equivalent
3

Skills For Treasury Management Sales Consultant Resume

  • Three to five years of sales experience
  • Treasury Management Sales experience
  • Treasury Management experience
  • Experience with Treasury Management products in either a sales or customer service environment
  • Experience with Treasury Management products and services
4

Skills For Treasury Management Sales Assistant Resume

  • Financial or professional level experience
  • Serve as a liaison between the customer, the sales officer, and the implementation team to ensure a satisfactory implementation experience
  • Treasury Services Experience is required
  • Related experience and an expert in treasury management sales
  • Previous Treasury Management experience
5

Skills For Treasury Management Sales Analyst Resume

  • Managing and Servicing Existing Client Portfolio
  • Working knowledge of Treasury Management products, procedures, services, accounting, financial and account analysis
  • Working with Marketing, reviews market research data to build prospect lists within industry types or geographic locations
  • Working knowledge of MS Office software, especially Word and Excel
  • Working Knowledge of MAX or Sales Force software
  • Providing New Client/Service Implementation Oversight
6

Skills For Regional Treasury Management Sales Manager Resume

  • Assist with managing transaction/operational risk by identifying trends, managing reporting and securing appropriate documentation to maintain compliance
  • Call preparation, proposal generation, relationship reviews, customer research, working capital modeling, pricing and profitability modeling
  • Assists management in developing a market strategy and in setting sales objectives. Responsible for meeting or exceeding set fee income goals
  • Takes ownership of managing implementation requests, assisting clients during the implementation of solutions, and submitting sales order forms
  • Identify revenue generating opportunities by analyzing data to assist TMC with identifying untapped revenue opportunities and predicting future trends
7

Skills For Treasury Management Sales Manager Resume

  • Work involves extended periods of sitting, occasional walking, and lifting up to 10 pounds. Requires close visual acuity. Normal office environment
  • Work closely with implementation group in implementing and servicing new and existing customers
  • Responsible for completing treasury relationship reviews of loan portfolio clients and ensuring proper account analysis billing
  • Responsible for addressing inquiries, problems, concerns and servicing existing accounts
  • Assist FC Staff sales and training staff in preparing for upcoming promotions and product awareness campaigns
  • Manages relationships with existing customers to ensure proper servicing of accounts and to expand existing business
8

Skills For Senior Treasury Management Sales Consultant Resume

  • Performs a variety of sales and marketing functions including preparing account schematics, proposal documents and sales presentations
  • Manages all pricing functions such as new pricing requests and exception pricing
  • Possesses thorough understanding of bank product pricing and competitor account analyses in order to complete standard pricing models for new opportunities
  • Proactively reviews and monitors exception pricing deadlines and completes pricing models and PI forms for pricing approvals and implementations
  • Growth of total TM gross fee revenue for the Commercial Bank in Western and Central US markets by cross selling to existing clients and prospects
  • Provide support to sales team thru coaching & joint calling
  • Basic knowledge of customer service, sales, banking, and electronic payment processing
  • Critical thinking, problem solving, and analytical ability
9

Skills For Treasury Management Sales Resume

  • Basic knowledge of customer service, sales, banking and electronic payment processing
  • Responsible for monitoring systems, reporting and problem resolution
  • Knowledge of customer service, sales, banking, and electronic payment processing
  • Responsible for reviewing monthly Account Analysis Statements in a timely manner to ensure newly implemented services are being properly charged
  • Assists Account Executives in understanding treasury management product risk and ensuring credit policies are applied throughout the sales cycle
  • Provides feedback to Sales, Product and Operations regarding the success/deficiencies of existing products, and the need for new product development
  • Assists in delivering Treasury Management training to line partners as needed
  • Technical proficiency with computer applications including: word processing, spreadsheets and presentations.
10

Skills For Treasury Management Sales Associate Resume

  • Provides phone support for customers, bankers, and TM Sales Officers by answering product questions and resolving issues
  • Assist with gathering information and preparing general proposals and Requests for Proposals
  • Review and data mine existing Treasury Management Officer's portfolio for revenue/cross-sell opportunities
  • Work jointly with cross-functional deal team. Participate, coordinate and contribute to entire RFP pricing process
  • Assist in cross-training partners and other lines of business on TM products/solutions
  • Sales oriented and desire to be in customer-facing role
  • Basic knowledge of customer service, sales, banking, and credit

List of Typical Responsibilities For a Treasury Management Sales Resume

1

Responsibilities For Treasury Management Sales Associate Resume

  • Write responses to RFPs. Very good communications skills are required
  • Develops strong internal partnerships and leverage for sales success. Maintains a high level of product knowledge and service
  • Responsible for cross selling / up selling TM Solutions to existing customers
  • Utilizes industry research tools, benchmarking, peer results and new / enhanced treasury management products to identify portfolio sales opportunities
  • Assists Treasury Management Consultants in revenue-generating activities
  • Analyzes the cash position/flow and proposes appropriate services. Prepares and completes sales presentation
2

Responsibilities For Treasury Management Sales Specialist Resume

  • Prepares agreements, implementation documentation and procedures in order to establish new customers on the system
  • Performs timely follow-up concerning newly implemented treasury management services to ensure customer is satisfied and/or carefully understands the mechanics of the service
  • Meets with Account Executives to review their accounts and identify prospective customers for cash management services
  • Actively communicates and coordinates sales strategy with Senior and Executive Management within defined territory
  • Resolves operational problems reported by customers in a timely manner (within 24 hours)
  • Ensures that Account Executives and other bank personnel, as appropriate, are aware of the company's treasury management services by developing and conducting internal training programs
  • Assists the department manager in developing a sales strategy and in setting sales objectives
  • Maintains an awareness of trends and new developments in the field of treasury management through attendance at trade shows and related seminars. Maintains CCM certification
  • Provides monthly activity reports to track sales and revenue growth by market segment
3

Responsibilities For Treasury Management Sales Consultant Resume

  • Meets or exceed assigned individual sales / revenue goals
  • Participates in client calls with TM Sales Officer
  • Identifies sales opportunities through needs based assessment, campaigns, prospecting, reviewing account analysis statements and marketing lists to meet or exceed sales goals. Uses information to prepare and execute sales plan with TMSO
  • Works closely with TM Sales Officer and Relationship Manager to understand the client's business environment, strategies and industry to determine their requirements, identify potential new business opportunities and provide innovative solutions
  • Prepares annual client relationship account structure analysis; review account analysis statements for additional sales opportunities; create client relationship reviews including product recommendations based on clients business and industry changes
4

Responsibilities For Treasury Management Sales Assistant Resume

  • Coordinates and / or conducts product demonstrations for clients
  • Analyzes the cash position/flow and proposes quantified value for recommended services
  • Meets with Business Bankers to review their portfolios in order to identify prospective clients for cash management services
  • Independently calls on potential client companies in order to generate high quality new Treasury Management and deposit business to achieve or exceed specific production goals
  • Calls on customers via telephone and in person (as appropriate) to assist in the sales process and identify cross sell opportunities
  • Prepares TM Service agreements, implementation and maintenance documentation as directed by the TMSO and assists in securing the client’s signature. Upon receipt, validates the authorized signatories and verifies all elements of the services being implemented are accurately defined and meet the client’s needs
  • Contact clients to ensure new product usage and client satisfaction
  • Works closely with clients and implementation team to support implementations on behalf of the Sales team. Facilitates meetings, informing escalated issues, and processing non-standard client requests once approved.
5

Responsibilities For Treasury Management Sales Analyst Resume

  • Read and interpret documents such as agreements, operating and maintenance instructions, and procedure manuals
  • Understand economic, financial, industry, and organizational data; in order to accurately diagnose customers’ business strengths, weaknesses, and key issues resulting in sales strategies and plans and the recommendation of new products and services necessary to meet customer demands
  • Good presentation and communication skills, verbal and written
  • Willingness and ability to develop expertise and then share that expertise with others
  • Develops executive level relationships with target group of segment clients and investors, cross sells bank services and acts as a liaison between various internal bank divisions and/or segments
  • Provides effective sales management and leadership in an effort to motivate, develop and support a team of sales professionals to generate new Treasury Management relationships and gain larger wallet share of existing relationships within the business segment
6

Responsibilities For Regional Treasury Management Sales Manager Resume

  • Increases the bank's profitability using holistic working capital management consulting approach in expanding the use of treasury management solutions among Comerica's business customers and prospects
  • Through analysis of customer and prospect working capital management trends, make financial process and liquidity management recommendations to boost efficiencies using treasury management payables, receivables, analytics and liquidity solutions
  • Proven strategies and tactics to cultivate and execute pipeline opportunities
  • Develops strong internal Bank relationships to support success
  • Provide guidance on engaging treasury management solutions in optimizing cash conversion cycle
7

Responsibilities For Treasury Management Sales Manager Resume

  • Collaborate and work in conjunction with internal partners
  • Contacts prospective customers in order to develop new treasury management business
  • Prepares sales presentations, explains services offered, and recommends services which would benefit clients
  • Identifies opportunities to sell other U.S. Bancorp products and services to meet customer needs
  • Assists in the design and ensures the proper installation of treasury management services. Assists management in the development of new services or the modification of existing services
  • Responsible for the timely, accurate documentation for implementation and maintenance of financial products and services for moderately complex customers
  • Prepares written proposals and Requests for Proposal (RFPs)
  • Identifies opportunities to expand business and supports the sales effort
  • Work is typically performed under limited supervision
8

Responsibilities For Senior Treasury Management Sales Consultant Resume

  • Prepares documentation for the implementation of financial products and service
  • Identifies opportunities to expand existing business by selling U. S. Bancorp products and services. Displays knowledge, proficiency and professionalism in explaining, selling and administering products/services
  • Researches and resolves client requests, operational issues and discrepancies experienced by clients, assuming responsibility for these actions when accountability is not clear
  • Appropriately initiates actions necessary to meet client needs without explicit management direction or guidance. Uses good judgment in determining when management involvement is required
  • Provides accurate complete information necessary to establish products/services on back-end systems, follows up with the client to ensure proper installation of the products/services, resolving issues identified by the client
  • Participates in client conference calls and on-site visits with Relationship Manager to identify Treasury Management product opportunities
  • Directly supports business objectives by partnering with the TMSO and Client Team to identify potential product solutions and the value proposition for the client based on their requirements and the needs analysis
  • Utilizes technical and Treasury Management product knowledge to run pricing/cost benefit models; confers with TMSO regarding profitability of relationships and any price negotiation needed
  • Assists TMSO in relationship planning, gathering information regarding existing and prospective clients, and updating sales plan and pipeline as needed
9

Responsibilities For Treasury Management Sales Resume

  • Ensures appropriate credit approval is in place for selected products and ensure ongoing compliance
  • Responsible for post-sale satisfaction and for teaming with fulfillment partners to ensure timely delivery of Treasury Solutions to clients
  • Actively participates in key relationship reviews; recommends additional solutions and understands pricing implications or recommendations
  • Supports and coordinates schedules for Treasury and Relationship reviews; assumes responsibility for follow-up and resolution of problems escalated to the TMSO
  • Coordinates and negotiates with internal business partners to ensure on-time delivery of client requests
  • Co-leads Request for Proposal (RFP) responses
  • Maintains key relationship systems and an accurate sales pipeline
  • Easily develop rapport with clients, peers and partners
  • Work well both as an individual and team member
10

Responsibilities For Treasury Management Sales Associate Resume

  • New Business Development Sales Support Activities
  • No more than 5% of time spent away from office
  • Answer questions and provide support to both external and internal customers
  • Prepare detailed pro formas, request for proposals, with the ability to present/discuss with both internal and external customers
  • Train customers on use of treasury management products via telephone/in person
  • Promote and support all treasury management products as well as other bank products
  • Create and maintain a loyal consultant role to customers/prospects/employees
  • Continually increase product knowledge of treasury management products and services as they evolve
  • Possess a positive, proactive and energetic attitude

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