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Associate Director, Transaction Banking Sales
1 month ago
Job Summary
Transaction Banking Sales will be responsible for driving growth of cash management and trade finance products and services with the assigned client portfolio by:
- Developing and executing a strategic sales plan to achieve revenue and profitability targets;
- Cross-selling and upselling transaction banking products alongside other financial services;
- Developing and sustaining effective client relationships at appropriate levels in the client organization;
- Establishing yourself as a trusted advisor on cash and treasury management with clients;
- Identifying cash/trade business opportunities, structuring and pitching appropriate solutions, making effective pitches, and delivering client mandates seamlessly;
- Collaborating with implementation, client management, and service teams to ensure consistently superior client experience and positive economic impact to the bank.
Strategy
- Devise client level cash management and working capital strategy aligned with and socialized into the overall account plan.
- Chart clients' treasury strategy and evolution roadmap.
- Define digitization agenda in the assigned portfolio that would drive client loyalty, wallet share growth, and share of mind.
- Own cash/trade revenue and drive budget for the assigned individual portfolio.
- Drive healthy pipeline and closures through business origination activity and support team on deal advancement.
- Lead RFP (Request For Proposal) responses, client pitches, and ensure successful conversions.
- Manage deal execution, maintain oversight on implementation, and ensure revenue realization.
- Recommend and implement the appropriate service model for respective clients; and retain ownership of overall client experience with our cash management/trade finance solutions and services.
- Comply with internal policies, procedures, codes and applicable external laws and regulations.
- Comply with all processes related to securing the required deal review/credit/risk approvals before initiating or pricing a client transaction or opportunity.
- Align with internal stakeholders on related processes of transaction banking services and products before providing this to clients.
- Minimum a Bachelor and/or master's degree in Business Management, Banking or Finance OR equivalent.
- Minimum 5-7 years of relevant Transaction Banking sales experience with an excellent understanding of the banking landscape in the Philippines.
- Broad banking expertise in developing holistic Trade solutions and assisting in identifying cross-sell opportunities including Cash Management.
- Experience in analyzing client financials to identify appropriate working capital solutions that will meet client financial objectives.
- Proven ability to independently identify, drive, and deliver on opportunities.
- Strong leadership qualities, able to articulate and communicate the growing ambition and goals for the business both internally and externally.
- Strong communication and influencing skills, proven track record to work in a collaborative cross-border team environment with multi-cultural stakeholders.
- Strong analytical and problem-solving skills.
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge, and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you.
What we offerIn line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial, and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum), and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders, and all sorts of self-help toolkits.
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual, and digital learning.
- Being part of an inclusive and values-driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies - everyone feels respected and can realise their full potential.