Director, CCIB Transaction Banking Sales

The Role Responsibilities

Understanding of Client

• Deep understanding of clients’ business needs, footprint and decision-making process.
• Owns TB Client Map and Account Plan commitments.
• Deep understanding of client treasury management needs, ecosystem and supply chain.
• Build full access to cash management and trade finance decision makers through active client calling; including treasury, procurement and sales centres, strategic sourcing, export teams, structured financing teams, channel / distribution management teams.
• Build access at operating level in the client shop.

Revenue and TB Drivers

• Complete ownership of client level revenue for Cash and Trade.
• Complete ownership of the assigned portfolio’s Driver levels.
• Manage the execution through to revenue realisation as per scorecard metric.

Client Team

• Pro-actively lead Cash and Trade opportunity development with the CCIB team.
• Execute activities in line with TB sales pipeline and deal review policies.

Ideation/Pitches

• Take the lead in identifying explicit and implied client needs, engaging key influencers and decision makers, developing solutions and leading proposals and pitches to clients.
• Input into BCA’s via Product Conditions for assigned portfolio.
• Facility structuring for Trade deals, working with SST and other key stakeholders where relevant.
• Proposal and pitches to the clients.
• Provide input to Product Managers on evolving client and competitor landscape.

Execution

• Put up PSRs / Deal Reviews where applicable.
• Coordinate with SSD deals.
• Document negotiation for new to bank business.
• Active role in credit and compliance approvals on CA deviations for assigned portfolio.
• Grow Utilisation on Trade limits for assigned portfolio.
• On RS details, work with the RSMs on deals.

Client servicing support

• Ensure that any post sales service issues identified are managed appropriately by Service Management and/or other relevant departments. (e.g. CCIB).
• Working with assigned TTO and PSM for superior client servicing and experience

Risk Management

• Manage all Cash and Trade Sales risks in the assigned Portfolio. Conform to global standards, improve risk metrics, e-enablement and culture, and ensure no failed audits (internal and external).
• Adhere to good sales practices in relation to relevant policies, behaviours (per Culture, Conduct and Behaviours) and FOSAF.

Our Ideal Candidate

Experience

• Broad banking experience
• Deep knowledge of TB products
• More than 10 years experience in driving TB business
• Proven ability to independently identify, drive and deliver on opportunities.
• Strong executive impact and track record of new to bank sales success.

Knowledge

• Practitioner with Advanced Cash and Trade knowledge.
• Structuring Solutions and ability to handle documentation.
• Strong credit understanding and experience.
• Seen as an industry expert in Cash and Trade.
• Understanding of how to work effectively within a matrix / network organisation.

Skills

• Ability to proactively identify client needs and create solutions to generate new to bank business.
• Ability to cultivate a network of relationships in the client with key influencers and senior decision makers to identify and win deals.
• Ability to probe the commercial implications of a client’s needs and provide solutions and advice that positively impact the client’s operational and financial performance.

Behaviours

• Wants to be a trusted advisor – positions as the “go to" person for clients when they desire strategic TB input.
• Strong credibility with key stakeholders, i.e. Risk, CCIB, ITO, etc.
• Sharp commercial focus, analytical mindset, consultative engagement style, innovative problem-solving approach, and strong achievement orientation. 

Apply Now to join the Bank for those with big career ambitions.

To view information on our benefits including our flexible working please visit our career pages. We welcome conversations on flexible working.