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 targets 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 compliance, team leadership, coaching
Preferred skills
Experience in Cash Management and/or Trade Finance, data analysis for market/customer insights, industry trend awareness
Technologies
None stated
Responsibilities
Lead the promotion of products to customers and identify cross-selling opportunities; Support delivery of banking services by analyzing market/customer databases; Work with Relationship Managers to create Account Plans and close opportunities; Maintain and monitor pipeline accuracy; Develop presentation/pitch materials for customers; Support structuring Transaction Banking deals and obtaining credit approval; Manage TB Risks to ensure regulatory compliance; Lead and coach the JC TB Sales Team
Seniority
Senior, hands-on IC with team leadership
