Job Summary

•    Your contributions will directly impact our new sales targets and portfolio growth objectives through the submission of high-quality implementation requests
•    You will provide essential support to senior Financial Institution (FI) Sales executives by initiating implementations, ensuring accurate pitches, legal agreements, and upholding our internal controls and policies
•    You will have the opportunity to develop a deep understanding of cash clearing and trade finance products, paving the way for a successful career within various Transaction Banking functions such as Sales, Implementations, Product, Risk and Controls, and Client Service
•    Provide subject matter expertise, confirm scope, products, and services
•    Initiate implementation requests for new business with both new and existing clients
•    Own process for simple implementations
•    Join initial implementation calls for complex implementations to ensure accuracy of request
•    Coordinate with Sales and implementation regarding potential client change requests
•    Support ad-hoc requests (e.g., billing inquiries)
•    Back up client service as required
•    Participate in process improvement initiatives designed to improve workflow resulting in an enhanced client experience
•    Apply required control procedures
•    The Transaction Banking Financial Institution Sales organization is responsible for scaling, integrating and delivering payment and trade finance platforms across the Corporate & Investment Bank with various clients across North America, including Banks, Paytech (i.e. payment focused fintech clients), Broker Dealers, Sponsors and other Fis.

•    Proactive management of portfolio including client and product partner engagement to ensure trade finance limit utilization.
•    Represent and back up the senior sales executive where the Senior Sales Director is on leave or otherwise unavailable.  

•    Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e., pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused.
•    Client meeting preparation and execution including logistics if attending client meetings in partnership with the Banker.
•    Provide support on new business transactions i.e. deal execution support, pricing documentation, coordination with Product Sales on fee letters. 
•    Back up service when required.

•    Complete bespoke client analysis as required including competitor analysis reflecting SCB’s value proposition vs peers, complete relevant reporting on post origination activities, client meeting documentation.
•    Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Banker/Banker deal pipeline and call report administration/discipline, deal execution as agreed with the Banker

Day to Day responsibilities: 
•    Attend and minute transaction banking strategy ‘deep dive sessions.
•    Work with the Senior Sales Director and transaction banking product partners to maximize sales effort and push.
•    Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client.
•    In partnership with RMs and Sales Director, ensure appropriate line utilization of the Trade Finance Limit. Review client profitability data for clients and discuss opportunities/concerns with Senior Banker/Banker.
•    Monitor and clearing flows of the client and work alongside the Sales Director to grow NFI and NII revenue. 
•    In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs-based account strategy and related opportunities, transactions, pricing issues etc.
•    Understand and be able to articulate the overall transaction banking strategy for each client.
•    Support the Senior Banker/Banker through on-going client engagement and vigilant monitoring of client performance with a deep understanding of the client’s overall industry business, performance, and outlook.
•    Support the Senior Banker/Banker with the proactive engagement and management of internal deal teams (all relevant product and functional partners) for complex transactions.  Ensure all sensitive deal information is managed and treated confidentially.
•    As agreed with the Senior Banker/Banker, drive product and geography cross sell with clients within the transaction banking product suite. 
•    Provide support to the Senior Banker/Banker with prompt logging of client calls into CRMx (within 24 hours of the client meeting) and updating the deal pipeline. Support the Senior Banker/Banker to ensure client team activities required to accelerate deal conversion are followed up with the relevant internal stakeholders and with clients.
•    Provide support to the Senior Banker/Banker on exemplary deal management from origination to post deal ensuring at all times completion of relevant documentation, fulfilment of deal conditions and monitoring post fund disbursement.
•    In partnership with the service staff work on client payment analysis

Skills and Experience

•    English written and verbal
•    Spanish
•    Data Analysis tools
•    International Payments
•    International Trade Business
•    Presentation tools

Qualifications

•    Education       Education - bachelor’s degree 
•    Training          Ideally 5+ years’ experience in banking
•    Languages     English and Spanish

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers