Associate, Transaction Services Account Management (TSAM)
Core
Support the origination, structuring, execution, and management of cash management and trade finance solutions for corporate clients.
Role type
Transaction Services Associate (TSAM)
Builds
Cash management (PCM) and trade finance solutions
Domain
Wholesale Banking / Transaction Banking
Deliverable
client delivery
Required skills
financial analysis, trade finance product knowledge, cash management expertise, Microsoft Office proficiency, risk and control mindset, stakeholder management
Preferred skills
market research, credit proposal preparation, legal documentation drafting, transaction monitoring, compliance adherence
Technologies
Microsoft Office
Responsibilities
Support TS Sales in identifying opportunities across cash, trade, and working capital solutions; Conduct market and sector research; Analyse client financials and working capital cycles; Prepare pricing proposals, client presentations, and pitch materials; Support preparation of internal approval materials; Coordinate with Risk, Legal, and Compliance for approvals; Assist in drafting legal documentation; Monitor live transactions to ensure compliance; Track utilisation, limits, and client performance; Flag breaches, exceptions, or early warning indicators; Support periodic reviews and renewals; Coordinate with internal stakeholders; Support client onboarding, implementation, and query resolution; Ensure compliance with internal policies and trade finance controls; Maintain accurate client data and system records
Seniority
Mid-level IC
