Summary

To market bank’s transaction banking offerings in collaboration with relationship managers and senior Transaction Banking (TB) sales. You will be assisting the client team to provide cash management and trade solutions to corporate clients so as to improve the operational efficiency as well as enhance the working capital flows & liquidity management. The right candidate is expected to eventually take up the role of a junior TB sales and manage own portfolio primarily for its e-banking and related cash management requirements.

Key Responsibilities

• Support senior sales manager on sales initiatives and campaigns
• Support senior sales manager on preparation of sales pitches  
• Prepare and verify documentation for external and internal distribution e.g. agreements, contracts, operational manuals, presentation materials, according to internal control standards and compliance policy
• Liaise with front/middle/back office teams to set up the required logistics during product deployment
• Provide user training and support service to clients on day to day enquiries and ad-hoc requests
• Provide first level support on clients’ connection issues
• Prepare regular activity reports and tasks on client maintenance tasks
• Identify sales opportunity for transaction banking opportunities via day to day client interaction
• Collect specific client requirements on transaction banking services, investigate and provide summary to sales manager for follow up actions

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 request.

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