Job Description
JOB SUMMARY
As a TB sales person the key job responsibility is to drive revenue growth by selling cash management and trade products to corporate clients. The chosen candidate will need to manage stakeholders both internally and externally, identify business opportunities, structure solutions and ensure seamless execution and top notch client satisfaction.
RESPONSIBILITIES
Budget:
Booked and Origination Revenue for Cash/Trade and Ecosystem Cash/Trade, as well as TBFX, aligned to TB Budget
Quality Deployable Liabilities
OPAC
Trade Drivers (Funded/Unfunded)
Required return metrices
New Business Value
Purpose
Individual
To drive cash management and trade finance business growth with assigned client portfolio by:
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
Participate in assigned project/initiative as appropriate by sales team lead to get exposure to broader business origination and sales strategy
Strategy
Devise client level cash management and working capital strategy aligned with and socialised 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
Business
Own cash/trade revenue and drive budget for the assigned individual portfolio
Drive OPAC conversion toward agreed levels and ensure pricing meets quality deployment scorecard requirements
Drive healthy pipeline and closures through business origination activity
Responsible for Cash/Trade Ecosystem origination – both SCF and cash opportunities emanating
Lead RfP 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
Where you act as GTS/RTS role, ensure TB global sales engagement process is adhered to and this includes coordinating global/regional calling plan together with coverage team to map out and engage the key stakeholders, decision makers and influencers in the client organization with relevant people within the Bank, own account plan commitment, client level RFP positioning strategy and drive business origination and win new cash/trade mandates thereby delivering on Global/Regional target.
Ensure comply with internal policies, procedures, codes and applicable external laws and regulations
As a TB sales person the key job responsibility is to drive revenue growth by selling cash management and trade products to corporate clients. The chosen candidate will need to manage stakeholders both internally and externally, identify business opportunities, structure solutions and ensure seamless execution and top notch client satisfaction.
RESPONSIBILITIES
Budget:
Booked and Origination Revenue for Cash/Trade and Ecosystem Cash/Trade, as well as TBFX, aligned to TB Budget
Quality Deployable Liabilities
OPAC
Trade Drivers (Funded/Unfunded)
Required return metrices
New Business Value
Purpose
Individual
To drive cash management and trade finance business growth with assigned client portfolio by:
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
Participate in assigned project/initiative as appropriate by sales team lead to get exposure to broader business origination and sales strategy
Strategy
Devise client level cash management and working capital strategy aligned with and socialised 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
Business
Own cash/trade revenue and drive budget for the assigned individual portfolio
Drive OPAC conversion toward agreed levels and ensure pricing meets quality deployment scorecard requirements
Drive healthy pipeline and closures through business origination activity
Responsible for Cash/Trade Ecosystem origination – both SCF and cash opportunities emanating
Lead RfP 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
Where you act as GTS/RTS role, ensure TB global sales engagement process is adhered to and this includes coordinating global/regional calling plan together with coverage team to map out and engage the key stakeholders, decision makers and influencers in the client organization with relevant people within the Bank, own account plan commitment, client level RFP positioning strategy and drive business origination and win new cash/trade mandates thereby delivering on Global/Regional target.
Ensure comply with internal policies, procedures, codes and applicable external laws and regulations
💡 Quick Summary
Seeking a career-building opportunity? The Director, Transaction Banking position is now open for candidates interested in the Bank Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
