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
Strong 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 workplace
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.
Highest-signal resume keywords
Transaction Banking Expertise
Relationship Management
Strategic Account Planning
Analytical Problem-Solving
Stakeholder Engagement
Hard Skills
Transaction Banking
Cash Management
Working Capital Solutions
Payments Solutions
Financial Analysis
Negotiation
Sales Pipeline Development
Commercial Outcome Delivery
Client Strategy Development
Regulatory Compliance
Soft Skills
Relationship Management
Communication Skills
Organizational Skills
Proactive Approach
Presentation Skills
Industry Keywords
Institutional Banking
Corporate Banking
Investment Banking
Debt Advisory
Treasury Innovation
Digital Transformation
Client-Centric Solutions
Market Insights
C-Suite Engagement
Value-Creation Opportunities
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