JOB DESCRIPTION:

Job Title: Treasury Sales Client Officer
Corporate Title: Associate
Location: Chester

SKILLS

• Account Management
• Client Management
• Customer and Client Focus
• Written and Verbal Communication
• Presentation Skills
• Critical Thinking
• Portfolio Analysis
• Problem Solving
• Analytical Thinking
• Influencing Skills
• Negotiation Skills
• Collaboration

Role activities and responsibilities may include:

• Manage the day-to-day client relationship, developing existing client relationships across the client organisation from treasury, procurement, and account payable (AP) / accounts receivable (AR)
• Drive revenue, solutions per relationship (SPR) and profitability growth by identifying new opportunities and supporting clients with both strategic and tactical needs within the region of coverage
• Proactively inform & advise clients of enhancements/improvements in our capabilities and provide regular market updates
• Ensure complete alignment in client selection and growth strategy with our GCB colleagues
• Act as GCB client Sales liaison with Credit and Risk, Compliance, Product Management, Client Delivery & Servicing, Implementation, and Operations
• Provide client and market feedback to management and other business partners, including for product development and enhancement
• Portfolio strategy and planning, actively engage in account planning exercises
• Understand client objectives for and effectively match bank resources and capabilities against client requirements to develop business opportunities and identify cross-sell opportunities through account analysis & regular client interaction
• Coordinate service reviews in partnership with Servicing and Fulfillment
• Ensure full observance of and adherence to applicable compliance and other regulatory requirements and guidelines
• Manage pipeline from prospect to mandate and close - across all deal stages for originated deals with regular updates
• Manage additional business requests or modifications to existing client structure
• Ensure active engagement of deals in implementation and drive revenue ramp up for new business won “mandate to close”
• Point of contact for KYC approval and support on refresh where required
• Ensure service and fulfilment related requests/queries are directed to the relevant teams accordingly, responding to all client and partner requests in a timely manner, and keeping stakeholders up-to-date on progress
• Secure mandates and monitor revenue on closed deals to ensure revenue realisation
• Revenue and profitability analysis - manage revenue attrition accordingly & prevent revenue leakage
• Maintain pricing for clients (pricing changes, new services) and ensure all products and services are billed accordingly, while managing client escalations and keeping the internal team informed