Associate Director, Transaction Banking Sales
4 days ago
Transaction Banking Sales will be responsible for driving growth of cash management and trade finance products and services with 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.
- 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 analysing 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.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.
Together we:
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do.
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well.
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term.
In 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.
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