The role of the Transactional Banking Sales Manager involves assisting in the articulation, ownership, and execution of the Transactional Banking (TB) Strategy for the Large Local Corporates (LLC) and Public Sector (PS) portfolios. This position requires leading and managing senior-level client interactions and sales activities to achieve defined business objectives, grow the TB business each year across the portfolio of clients, and ensure sound risk management disciplines are employed.
Key Accountabilities
1. Sales
- Responsible and Accountable for the delivery of TB revenues from the portfolio of clients assigned in LLC & PS.
- Develop and execute the sales strategy to deliver the revenue ambition through the portfolio of existing and target clients in LLC & PS.
- Increase client penetration and revenues for the bank by actively promoting the bank’s network and product capabilities (cross-selling). Replicate TB solutions and successes within the portfolio.
- Lead the team to achieve quantitative and qualitative performance objectives for your portfolio. Leverage existing sales tools and techniques to identify opportunities for new/incremental business - account planning and pipeline management to achieve sales/revenue targets.
- Maintain a detailed and up-to-date knowledge of the bank’s comprehensive products capabilities and their application to clients’ needs and use this knowledge in structuring of solutions.
- Set SMART individual objectives that are in line with and seek to achieve the overall objectives.
- Ensure smooth interaction and communication with the Customer Support team, product development, and customer services teams within LLC & PS.
- Drive alignment with key stakeholders: TB teams across multiple geographies, LLC & PS, Global Corporates (GC), Business Banking, and operations to achieve TB priorities.
- Maintain high performance standards and role model behaviors that demonstrate the bank values.
2. Service & Operational
- Manage customer relationships by advising them whenever card and/or CASA account is affected by fraud.
- Manage cardholder relationships by advising them whenever a card is blocked proactively after identification of BIN Attacks or suspicious usage.
- Minimize potential for fraudulent applications by following each product criteria.
- Ensure that pricing is authorized by the Transaction Banking Head, agreed with Customer, and properly set up to ensure 100% collection upon product/customer set up.
- Follow the TB end-to-end product set-up process ensuring new set-ups are authorized and properly set up.
- Ensure compliance with operations risk and rigor requirements (e.g., Health & Safety standards and security of premises).
Qualifications and Experience
- Preferred Qualification: Postgraduate or equivalent academic qualifications (BA/BSc/HND, MBA/MSc/MA accepted).
- Preferred Experience: Over 5 years of banking experience, with the majority of this experience focused on Cash and Trade.
- Required Knowledge: Must possess deep Cash and Trade product knowledge.
