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Transaction Banking Financial Institution Sales Support
hace 2 semanas
Job ID: 32855
Location: Buenos Aires, AR
Area of interest: Transaction Banking
Job type: Regular Employee
Work style: Office Working
Opening date: 30 Jun 2025
**Job Summary**
- Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests
- You will provide essential support to senior Financial Institution (FI) Sales executives by initiating implementations, ensuring accurate pitches, legal agreements, and upholding our internal controls and policies
- You will have the opportunity to develop a deep understanding of cash clearing and trade finance products, paving the way for a successful career within various Transaction Banking functions such as Sales, Implementations, Product, Risk and Controls, and Client Service
- Initiate implementation requests for new business with both new and existing clients
- Own process for simple implementations
- Join initial implementation calls for complex implementations to ensure accuracy of request
- Coordinate with Sales and implementation regarding potential client change requests
- Support ad-hoc requests (e.g., billing inquiries)
- Back up client service as required
- Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
- The Transaction Banking Financial Institution Sales organization is responsible for scaling, integrating and delivering payment and trade finance platforms across the Corporate & Investment Bank with various clients across North America, including Banks, Paytech (i.e. payment focused fintech clients), Broker Dealers, Sponsors and other Fis.
- Proactive management of portfolio including client and product partner engagement to ensure trade finance limit utilization.
- Represent and back up the senior sales executive where the Senior Sales Director is on leave or otherwise unavailable.
- Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e., pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused.
- Client meeting preparation and execution including logistics if attending client meetings in partnership with the Banker.
- Provide support on new business transactions i.e. deal execution support, pricing documentation, coordination with Product Sales on fee letters.
- Back up service when required.
- Complete bespoke client analysis as required including competitor analysis reflecting SCB’s value proposition vs peers, complete relevant reporting on post origination activities, client meeting documentation.
- Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Banker/Banker deal pipeline and call report administration/discipline, deal execution as agreed with the Banker
**Day to Day responsibilities**:
- Attend and minute transaction banking strategy ‘deep dive sessions.
- Work with the Senior Sales Director and transaction banking product partners to maximize sales effort and push.
- Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client.
- In partnership with RMs and Sales Director, ensure appropriate line utilization of the Trade Finance Limit. Review client profitability data for clients and discuss opportunities/concerns with Senior Banker/Banker.
- Monitor and clearing flows of the client and work alongside the Sales Director to grow NFI and NII revenue.
- In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs-based account strategy and related opportunities, transactions, pricing issues etc.
- Understand and be able to articulate the overall transaction banking strategy for each client.
- Support the Senior Banker/Banker through on-going client engagement and vigilant monitoring of client performance with a deep understanding of the client’s overall industry business, performance, and outlook.
- Support the Senior Banker/Banker with the proactive engagement and management of internal deal teams (all relevant product and functional partners) for complex transactions. Ensure all sensitive deal information is managed and treated confidentially.
- As agreed with the Senior Banker/Banker, drive product and geography cross sell with clients within the transaction banking product suite.
- Provide support to the Senior Banker/Banker with prompt logging of client calls into CRMx (within 24 hours of the client meeting) and updating the deal pipeline. Support the Senior Banker/Banker to ensure client team activities required to accelerate deal conversion are followed up with the relevant internal stakeholders and wit
