Job Description
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Partner with Relationship Managers and Transaction Banking specialists to own, support and grow a portfolio of diversified institutional clients
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Develop trusted relationships with Treasury leaders and C-suite stakeholders
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Provide market insights and strategic advice supporting client decision-making
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Identify, originate and convert opportunities across working capital, cash management, payments and broader transaction banking solutions
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Analyse client businesses, operating models and financial performance to uncover value-creation opportunities
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Contribute to client strategy development and engagement planning
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Lead or support deal teams delivering tailored, client-centric banking solutions
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Collaborate with internal stakeholders to deliver client outcomes
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Support clients through payment ecosystem changes, treasury innovation and digital transformation initiatives
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Structure, negotiate and execute transaction banking opportunities
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Ensure activities comply with risk, compliance and regulatory requirements
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Requirements
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Strong foundation within institutional or corporate banking, investment banking, transaction banking, treasury or cash management, debt advisory or related financial services environments
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Strong knowledge of transaction banking, working capital, cash management and payments solutions
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Understanding of industry sectors and key drivers impacting corporate clients
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Proven ability to build and maintain a strong sales pipeline, identify new business opportunities and convert opportunities into sustainable revenue growth
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Experience developing strategic account plans and driving proactive client engagement activity to deepen relationships and expand wallet share
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Experience engaging senior stakeholders and building credibility with executive-level decision-makers
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Demonstrated ability to identify opportunities and deliver commercial outcomes
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Excellent relationship management and stakeholder engagement skills with a proactive, organised and client-focused approach
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Strong analytical, negotiation and problem-solving capabilities
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Outstanding communication and presentation skills
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Ability to manage competing priorities and work effectively in a fast-paced workplace
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Core Competencies
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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.
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Highest-signal resume keywords
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Transaction Banking Expertise
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Relationship Management
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Strategic Account Planning
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Analytical Problem-Solving
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Stakeholder Engagement
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Hard Skills
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Transaction Banking
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Cash Management
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Working Capital Solutions
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Payments Solutions
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Financial Analysis
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Negotiation
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Sales Pipeline Development
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Commercial Outcome Delivery
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Client Strategy Development
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Regulatory Compliance
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Soft Skills
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Relationship Management
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Communication Skills
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Organizational Skills
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Proactive Approach
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Presentation Skills
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Industry Keywords
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Institutional Banking
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Corporate Banking
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Investment Banking
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Debt Advisory
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Treasury Innovation
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Digital Transformation
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Client-Centric Solutions
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Market Insights
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C-Suite Engagement
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Value-Creation Opportunities
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📌 Senior Associate - Account Management (Victoria)
🏢 Jobtailor
📍 Victoria