JOB PURPOSE

To optimize current and future client portfolios taking into consideration macro environment disruptors. Lead engagements across CIB, own and consolidate client business plans, and co-ordinate the sale and implementation of multiple flow solutions across for multiple clients across multiple locations and industries to maintain and grow revenue.

JOB FUNCTIONS

Works across multiple clients, industries and / or contexts to inform broad Transaction Banking solutioning across all Transaction Banking product streamsPlans for economic, legislative and digital disruptors for current and prospective clients and how to optimize current/ future portfoliosPerforms multi-client desk-top analytics with a focus on income within a three-year timespanUnderstands the client need in the context of multiple flow solutions across all solution sets (Cash, Trade and IS). Review and analyze the client portfolio to identify potential upsell and / or cross-sell opportunitiesLead Transaction Banking client engagement across CIB (directly or member of a cross-functional CIB team i.e. CST)Escalate red flags to relevant area for resolution and inform Coverage (across product houses). Collaborate with product and other relevant teams to remediate solution issues with the potential to upsell and / or cross-sellOwns and consolidates the client plans across Transaction Banking and CIB and prioritize client solutioning (may involve tradeoffs but within parameters), with a main focus on a one-year time span and projecting client revenue up to three-yearsTakes solution and applies to client contextProvides input to the idea generation process by challenging the status quo, and engaging clients to stimulate the development of new ideas and approaches to address client needs that cannot always be met through current Transaction Banking solutionsPrepare for the pitch using standard format for multiple solution sets and locations. Engages Transaction Banking teams regarding preparation, roles (who does what / decisions required), and plans the client approach in terms of who to meet, how often, what is desired as an outcomePosition the standard offering in a compelling mannerTerms prescribed within Solutioning toolbox parametersCo-ordinate all implementation documents to meet time deadlines across geographies and / or solutions, including the allocation of accountabilities to other sales colleagues accountable for local activationMeets all deal pipeline deadlines to enable accurate projections.Communicate the deal broadly (TBCT and CSTs) and activate the branding plan where applicable. Capture all system requirements, sort mandates and any client exceptionsActs as the primary interface for client and represent the client “face” to teams, co-ordinate client satisfactions measures across multiple clients, geographies and solutionsCheck client revenues against sales force plan (three-year cycle) and close any variance with clients based on projected revenues and conditions. Leverage the deal brand externally by working with Brand and Marketing to enable targeted and bespoke approaches