Director, Transaction Banking Sales

Job ID: 27576

Location: Singapore, SG

Area of interest: Transaction Banking

Job type: Regular Employee

Work style: Office Working

Opening date: 7 May 2025

**Job Summary**

To drive Transaction Banking (cash, trade & TBFX) business growth with assigned client portfolio by:

- Developing and sustaining effective client relationships at appropriate levels in the client organization
- Establishing yourself as a trusted advisor on trade finance, cash and treasury management with clients
- Identifying cash, trade and TBFX business opportunities, structuring, and pitching appropriate solutions, making effective pitches, and delivering client mandates seamlessly
- Collaborating with implementation, client management and service teams to ensure consistently superior client experience.
- Participate in assigned project/initiative as appropriate by sales team lead to get exposure to broader business origination and sales strategy.

**Key Responsibilities**

**Strategy**
- Devise industry/portfolio strategy into the overall account plan and aligned with the coverage partners in the assigned clients
- Chart clients’ treasury strategy and evolution roadmap.
- Define digitization agenda in the assigned portfolio that would drive client loyalty, wallet share growth, and share of mind.

**Business**
- Own cash, trade & TBFX revenues and drive budget for the assigned individual portfolio.
- Drive OPAC conversion toward agreed levels and ensure pricing meets quality deployment scorecard requirements.
- Responsible for cash/trade ecosystem origination - both Supply Chain Financing and cash opportunities emanating.
- Drive healthy pipeline and closures through business origination activity.
- Lead RFP responses, client pitches and ensure successful conversions.
- Manage deal execution, maintain oversight on implementation, and ensure revenue realization.
- Recommend and implement the appropriate service model for respective clients; and retain ownership of overall client experience with our cash management solutions and services.
- Where you act as GTS/RTS role, ensure TB global sales engagement process is adhered to and this includes coordinating global/regional calling plan together with coverage team to map out and engage the key stakeholders, decision makers and influencers in the client organization with relevant people within the Bank, own account plan commitment, client level RFP positioning strategy and drive business origination and win new cash/trade mandates thereby delivering on Global/Regional target.
- Ensure comply with internal policies, procedures, codes and applicable external laws and regulations.

**Processes**
- Adherence to proper sales engagement & sales cycle processes

**People & Talent**
- Develop and maintain effective and professional partnerships with internal stakeholders such as Relationship Managers, TB Product, TB Implementation and Account Management, Financial Markets, Trade Operations and Cash Operations etc.
- For Regional Transaction Sales role - provide effective Regional Cash Sales coverage for the respective Global Transaction Sales to lead client initiatives in the region. Work closely with Regional Account Managers and Field Account Managers to enable seamless delivery of regional and in-country solutions.
- For Transaction Banking Sales role - drive country level sales agenda
- Establish leadership credentials by embracing coaching, guidance and sharing of insights and deals with other team members so that collectively the team learns from each other.
- Replicate deal success with industry award participation, client testimonials, use case, case study for other markets/industry where applicable.

**Risk Management**

**Governance**
- Ensure proper sales governance in client solutioning, pricing and deal review.
- Ensure adherence with product program governance (PPG).
- Exercise cross border engagement rules where applicable.

**Regulatory & Business Conduct**
- Take personal responsibility for understanding the risk and compliance requirements of the role. Understand and comply with applicable laws and regulations, the Group’s policies, procedures, and the Group Code of Conduct. These include but are not limited to deal reviews, pricing, pipeline management, client complaints, other ethical issues, and general business conduct etc.
- Effectively identify, escalate, mitigate, and resolve risk and compliance matters.
- Take the initiative regarding regulatory, reputational, and ethical matters for providing proactive advice to clients as identified.
- Ensure adherence with the highest standards of ethics, and compliance with relevant policies, processes, and regulations.
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Key Stakeholders- Internal- GAMs, RAMs, FAMs in the country / region as appropriate
- Other GTSs, RTSs (as applicable)
- Credit, Risk & Compliance team in the region / country as appropriate
- TB Products, Implementation, Client Man