To analyse and understand an assigned portfolio of existing clients, working as part of a deal team to apply multiple flow solutions within a single solution set (i.e. Cash, Trade or Investor Services (IS) AND a single solution in another solution set for multiple clients in a single location to ensure client and solution satisfaction
Minimum Qualifications
Type of Qualification: Advanced Diploma
Field of Study: Business Commerce
Experience Required
Sales
Transaction Banking
3-4 years
Adapts the client experience to meet the needs of client by putting the client at the centre and not the TxB solution
3-4 years
Articulates the TxB value proposition (in one solution) to client clearly and consistently. Closes the deal
3-4 years
Demonstrates an understanding of technology and data impacts on the local market and client
3-4 years
Demonstrates awareness of the business responsibility and impact of Environmental, Social and Governance (ESG) on client business
3-4 years
Demonstrates knowledge of the macro landscape for the local market i.e. inflation, legislative impacts and triggers for a single solution
3-4 years
Makes recommendations to improve ways of working to ensure better client outcomes and controls
Behavioral Competencies:
- Articulating Information
- Checking Details
- Developing Expertise
- Documenting Facts
- Establishing Rapport
- Examining Information
- Interpreting Data
- Inviting Feedback
- Managing Tasks
- Taking Action
- Team Working
- Upholding Standards
Technical Competencies:
- Client Business Case
- Client Retention
- Cross and Up-Selling
- Industry Knowledge
- International Market Knowledge
- Local Market Knowledge
- Product Development
- Risk Management
- Value Identification
