Associate, Transaction Banking Sales Support
Core
Supports origination and execution of transaction banking solutions for corporate clients across the Americas by preparing client analysis, proposals, and coordinating cross-functional handoffs.
Role type
Associate, Transaction Banking Sales Support
Builds
Transaction banking solutions (payments, collections, cash management, trade finance) for corporate clients
Domain
Banking / Transaction Banking
Required skills
Financial analysis, Proposal writing, Pipeline management, Cross-functional coordination, Data reconciliation, Policy compliance
Preferred skills
Global bank experience, Client analytics, RFP response, Cash management, Trade finance
Technologies
Excel, PowerPoint, Word
Responsibilities
Prepare client research and treasury analysis; Coordinate action plans and internal approvals; Participate in client meetings and prepare agendas; Maintain pipeline and revenue data; Follow risk and control policies; Execute balanced mix of assignments.
Seniority
Associate, entry-to-mid level IC