Lead Client Manager, Public Sector
Core
Lead campaigns, identify leads, and develop relationships for cross-sell/upsell opportunities while administering KYC and compliance processes for treasury management clients.
Role type
Lead Client Manager (Corporate Bank Sales)
Builds
Treasury management solutions and banking services for corporate clients
Domain
Banking / Financial Services
Deliverable
client delivery
Required skills
Portfolio analysis, lead generation, KYC administration, risk management, client presentation, team management, business decision-making
Preferred skills
Certified Cash Manager (CCM) or Certified Treasury Professional (CTP)
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Lead proactive servicing campaigns and change management across client portfolios, prioritize and fulfill client servicing requests, initiate pilots and projects for continuous improvement, apply risk management knowledge to diverse situations, form and manage effective teams
Seniority
Senior, hands-on IC