Global Payments Solutions Group
Do you want to be part of our award-winning team? We are proud to:
Be a leading provider of treasury and cash management solutions
Deliver for over 100,000+ clients globally, including over 73% of the Global Fortune 500
Be at the forefront of delivering treasury solutions across all segments and all industries, from middle-market businesses to the world’s largest corporate and financial institutions
Provide a personalised service for our clients, backed with high-tech for their liquidity management, payments and receipts, trade and supply chain finance and FX and commercial card services
We want to hear from you if you are:
A highly-motivated individual
Has a client-centric focus who can advocate on their behalf
Can challenge the status quo
Collaborate with peers as well as having the ability to influence the conversation with diverse points of view
Innovative with forward-thinking ideas
Responsibilities
As a Treasury Sales Associate (TSA) you will be responsible forpartnering with and supporting Treasury Sales Officers (TSO)with the delivery of integrated treasury solutions to existing and prospective Large Corporate German based HQ Clients, working with the TSO to assist in managing and growing revenue within an assigned portfolioof Global Payment Solutions Services (GPS).These solutions include international Cash & Liquidity Management, Transactional FX, Merchant Services, Commercial Card and Trade Finance services.
You will assist in coordinating the Client Management process by focusing on client acquisition and deepening existing relationships through identifying client needs. Responsible for utilising support partners and resources to coordinate industry, prospect, and client research for use in pre-call planning for TSOs and partners.
To be successful in the role, TSAs must maintain and build a strong client focus and awareness and understanding of the bank and the operational aspects of the products and services used by clients in addition to possessing good interpersonal, communication and presentation skills.
Role activities and responsibilities may include:
Supporting all activities from sales through implementation and coordinating the Client Management Process (CMP) by focusing on client acquisition and deepening existing relationships from client planning, client calling efforts, client team meeting preparation, delivery, and follow-up, and revenue and pathway tracking
Partnering with product specialists and support partners to develop strategies to grow revenue and deepen existing relationships and making recommendations and creating customized treasury solutions that meet the needs of the client.
Conduct industry, client, and prospect research to develop strategies and create proposals and pitchbooks for pre-call planning
Review pipeline and create reports for the TSO as needed
Maintain and log information around execution of the client contact strategy
Participate in the contract management process when required
Contribute to credit facility activities
Serve as a primary participant in annual pricing events
Research client informationin preparation for receiving a Request for proposal (RFP)
Prepare materials to introduce new ideas, capabilities and solutions to clients and prospects
Proactively inform and advise clients ofenhancements/improvementsin capabilities
Complete price and cost benefit analysis models to develop pricing strategies, which includes working with the TSO on non-standard pricing
Support clients through the implementation, client onboarding, and training activities
Ensures the accuracy of sales data (e.g., deal pipeline, client plans, call reports, and other sales tracking systems and reports which may be developed)including managing sales pathways, call reporting, and profitability reporting
Participates in in-person calling activities and ad-hoc direct sales opportunities with TSOs
Leverage tools, systems and resource sites to produce appropriate data based on call type; analyse the data and share with the TSO
Ensure data integrity of sales reporting
Bachelor’s degree or equivalent work experiencewithin a similar role and environmentwith demonstrated results
Experience in a similar transaction banking/Corporate Banking position, Implementation, Client Service and or Product background
Demonstrated business acumen, with effective interpersonal and communications skills, able to communicate both written and verbally with ability to be concise and with attention to accuracy and detail
Strong presentation skills
Focuses on customers and clients whilst promoting a culture of compliance
Fluency in English required, German language skills would be beneficial
Ability to deal with clients and other colleagues/stakeholders
Ability to learn and adapt
Strong teamwork, collaborative and organisational skills, able to prioritise and work under pressure to meet deadlines
We strive to ensure that our recruitment processes are accessible for all candidates and encourage any candidates to tell us about any adjustment requirements.
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