Associate, Transaction Services Sales
Core
Support Transaction Services Sales Consultants in driving new business development, deal structuring, and client relationship management for corporate banking and treasury solutions.
Role type
Associate/Analyst in Transaction Services Sales
Builds
Cash & Liquidity Management structures, Trade Finance Solutions, Payments & Cash Management, and Corporate Card solutions for multinational US corporate clients
Domain
Wholesale Banking / Transaction Banking / Corporate Finance
Deliverable
product features
Required skills
Financial analysis, Deal structuring, Client negotiation, Market trend analysis, Internal stakeholder coordination, Pricing model management
Preferred skills
Understanding of global banking products, Experience with Cash & Liquidity Management
Technologies
Microsoft Office (Word, Excel, PowerPoint)
Responsibilities
Drive new business development and expand existing client relationships; Prepare pricing and conduct financial analysis for deal structuring; Interact with clients to coordinate RFP responses and proposals; Manage TS relationships across the organization; Provide product knowledge and implementation support; Stay current on market trends and regulatory developments
Seniority
Associate/Analyst, hands-on IC