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Associate, Transaction Banking Sales**

Vacancy details

General information


About Crédit Agricole Corporate and Investment Bank (Crédit Agricole CIB)

Crédit Agricole CIB is the corporate and investment banking arm of Credit Agricole Group, the 12th largest banking group worldwide in terms of tier 1 capital (The Banker, July 2021). Nearly 8,600 employees across Europe, the Americas, Asia-Pacific, the Middle East and Africa support the Bank's clients, meeting their financial needs throughout the world. Crédit Agricole CIB offers its large corporate and institutional clients a range of products and services in capital markets activities, investment banking, structured finance, commercial banking and international trade. The Bank is a pioneer in the area of climate finance, and is currently a market leader in this segment with a complete offer for all its clients.

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Job description

Business type

Types of Jobs - Corporate & Investment Banking

Job title

Associate, Transaction Banking Sales**

Contract type

Permanent Contract

Management position


Job summary

**This position will be under the Employee Referral Program in Hong Kong.


Department: International Trade and Transaction Banking

Team:Transaction Banking Sales



  • Managing TB sales agenda for Hong Kong
  • Selling TB product range (account keeping, domestic and international payments, e-Banking, connectivity, liquidity management [cash-pooling], deposit offers [on current accounts, DNP…], e-Trade, , P-FX…),
  • Contributing, based on its expertise, to cross-sell products (notably Treasury, FX and Trade finance),
  • Contributing to cross-sell CASA network


Key Responsibilities


Portfolio Management
• Identification of business opportunities
• Favoring of « good practices » / ideas aiming at duplicating certain transactions for a larger spectrum of clients
• Contribution to Portfolio Revues with Coverage in order to identify prospects (i.e. non TB clients among Prime et Invest clients)
• Contribution to TB Budget determination as regards to portfolios (« budget bricks »)

Defines the commercial action plan relating to TB portfolios
• Development of TB services:
·    On a worldwide perimeter for clients with a local coverage, subject to CACIB internal rules/policies in force at the time
·    On locally based clients with a coverage abroad
• Active contribution to cross-selling business opportunities: products (Trade Finance, FX and investment services), geographies (CACIB international network and other CASA Group entities (notably CRCA, LCL and BPI)

Contributes to global priority actions determined by the Global Head of TB Sales
• Contribution to global priority actions set by the Global Head of TB Sales in line with commercial action plans set by the Transaction Banking Product Line.
• Utilization of commercial performance indicators: follows-up the action plan and drives his/her actions accordingly

Ensures promotion actions’ follow-up
• Refers to support documents provided (for instance to fix pricings)

Controls proposed solutions to Clients are optimized
• Assesses the feasibility of a transaction (i.e. technical aspects) on the basis of the Client needs and the proposed solution
• Looks for a feasibility validation from the Local and the Global Head of TB Sales.

Follows-up and controls the client implementation (quality, cost, agenda)
• Is responsible, vis-à-vis the client, of the implementation as soon as the contract is signed.
• Ensures the active contribution of the Implementation Manager (notably in case of complex implementation). During the new ITB/Transaction Banking organization ramp-up, closely involves him/herself in solutions implementations.



Personal data provided by job applicants will be used strictly in accordance with the
employer’s personal data policies, a copy of which will be provided immediately upon


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Position location

Geographical area

Asia, Hong Kong



Candidate criteria

Minimal education level

Bachelor Degree / BSc Degree or equivalent

Academic qualification / Speciality

University Graduate

Level of minimal experience

3-5 years


5 year experience in Transaction Banking

Required skills

  • Motivated
  • Good communicator
  • Creative
  • Innovative
  • Team Oriented

Technical skills required

  • Suite Office knowledge
  • Transaction Banking Product range as well as main clients’ expectations knowledge
  • Domestic Transaction Banking specificities
  • Cash-pooling solutions
  • Acquisition channels locally and abroad, e-banking, connectivity
  • Experience in answering international Transaction Banking tenders
  • Knowledge of clients main expectations in terms of optimization of their cash-management solutions, liquidity management, account management, working cap. etc.
  • Knowledge of market tendencies (optimization, simplification, digitalization, payment security, etc.)
  • Successful commercial experience
    Successful international experience (a plus)


Fluent English & Cantonese