- Partner with Relationship Managers and Transaction Banking specialists to own, support and grow a portfolio of diversified institutional clients
- Develop trusted relationships with Treasury leaders and C-suite stakeholders
- Provide market insights and strategic advice supporting client decision-making
- Identify, originate and convert opportunities across working capital, cash management, payments and broader transaction banking solutions
- Analyse client businesses, operating models and financial performance to uncover value-creation opportunities
- Contribute to client strategy development and engagement planning
- Lead or support deal teams delivering tailored, client-centric banking solutions
- Collaborate with internal stakeholders to deliver client outcomes
- Support clients through payment ecosystem changes, treasury innovation and digital transformation initiatives
- Structure, negotiate and execute transaction banking opportunities
- Ensure activities comply with risk, compliance and regulatory requirements
Requirements
- Robust foundation within institutional or corporate banking, investment banking, transaction banking, treasury or cash management, debt advisory or related financial services environments
- Strong knowledge of transaction banking, working capital, cash management and payments solutions
- Understanding of industry sectors and key drivers impacting corporate clients
- Proven ability to build and maintain a strong sales pipeline, identify new business opportunities and convert opportunities into sustainable revenue growth
- Experience developing strategic account plans and driving proactive client engagement activity to deepen relationships and expand wallet share
- Experience engaging senior stakeholders and building credibility with executive-level decision-makers
- Demonstrated ability to identify opportunities and deliver commercial outcomes
- Excellent relationship management and stakeholder engagement skills with a proactive, organised and client-focused approach
- Strong analytical, negotiation and problem-solving capabilities
- Outstanding communication and presentation skills
- Ability to manage competing priorities and work effectively in a fast-paced environment
Core Competencies
Demonstrates expertise in transaction banking, cash management, and relationship management, with a strong ability to engage C-suite stakeholders and drive strategic account plans. Proven track record in identifying business opportunities and delivering tailored banking solutions that comply with regulatory requirements.