Banker, Transaction

To lead client engagements and client business plans for an allocated portfolio of multiple clients in a single location, to provide multiple flow solutions within a single solution set (i.e. Cash, Trade or Investor Services (IS)) AND a single solution in another solution set to maintain revenue and ensure client and solution satisfaction.Essential Function:Has a detailed understanding of Transaction Banking flow solutions and is able to apply them to the different client contextsAnalyses and understands existing clients, looking for ways to maintain revenue within allocated portfolioPerforms multi-client desk-top analytics with a focus on income within a one-year timespanUnderstands the client need in the context of multiple flow solutions across multiple solution sets. Review and analyse the client portfolio to identify potential upsell and / or cross-sell opportunities across two product setsLead Transaction Banking client engagement across CIB (directly or as a member of a cross-functional CIB team i.e CST)Escalate red flags to relevant area for resolution and inform Coverage (in a product house). Collaborate with product and other relevant teams to remediate solution issues with the potential to upsell and / or cross-sellOwns and maintains client business plans with a focus on a one-year time span, and consults with all relevant Transaction Banking market contacts (TBCTs)Takes solution and applies to client contextPrepare for the pitch using standard format for multiple solution sets. 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 parametersActs as the primary contact for on-going client concerns, negotiations and prioritization, ensuring all deal pipeline deadlines are met to enable accurate projections. Communicates with the deal team, and captures commercial terms and mandates on the system.Manage all implementation documentation requirements to meet time deadlines ( solutions set as part of the solution frameworkActs as the primary interface for client and represent the client “face” to teams, confirming satisfaction across multiple clients and solutionsCheck client revenues against sales force plan and close any variance with clients based on projected revenues and conditions. Driving the optimal utilisation of new efficient products and services to drive commercialisation.Prioritise and manage own work to deliver assigned tasks and take responsibility for own development and career progression to consistently deliver work and meet agreed targets