Vice President, Cash Management Services & Products Sales (Financial Services)
Core
Lead the promotion of Transaction Banking products (Cash Management, Trade Finance) to build pipeline and drive revenue for key customers.
Role type
Senior IC Vice President, Transaction Banking Sales
Builds
Transaction Banking product solutions and deal structures for corporate clients
Domain
Financial Services / Transaction Banking
Deliverable
product features
Required skills
Transaction Banking product expertise, strategic pipeline management, cross-selling strategy, stakeholder management, deal structuring, credit application preparation, risk management, team leadership, regulatory compliance knowledge
Preferred skills
6+ years relevant experience, data analysis for market/customer insights, industry trend awareness
Technologies
Transaction Banking platforms, CRM systems, credit analysis tools
Responsibilities
Lead the promotion of products to customers and identify cross-selling opportunities; Work with Relationship Managers to create Account Plans and close opportunities; Support structuring Transaction Banking deals and prepare credit applications; Manage TB risks to ensure compliance with regulations; Lead and coach the JC TB Sales Team; Maintain pipeline accuracy and monitor market/customer databases.
Seniority
Senior, hands-on IC with leadership responsibilities