JOB SUMMARY

In this role, you will play a critical part in driving new sales targets and portfolio growth by preparing and submitting high‑quality analysis and implementation requests that support senior Financial Institution (FI) Sales executives. You will help ensure the accuracy of pitches, legal documentation, and adherence to internal controls and policies while gaining deep expertise in cash clearing and trade finance products—experience that provides a strong foundation for future opportunities across Transaction Banking, including Sales, Implementations, Product, Risk and Controls, and Client Service. Your responsibilities include validating product scope, initiating implementation requests for new and existing clients, independently managing simple implementations, and joining initial calls for more complex engagements to ensure accuracy and alignment. You will collaborate closely with Sales and Implementation teams to address client change requests, support ad‑hoc needs such as billing inquiries, and provide backup coverage for client service when required. Additionally, you will contribute to process improvement initiatives aimed at enhancing workflow efficiency and the overall client experience, all while applying necessary control procedures. This work supports the broader mission of the Transaction Banking FI Sales organization, which focuses on scaling, integrating, and delivering payment and trade finance platforms to a diverse client base across North America—including banks, paytechs, broker‑dealers, sponsors, and other financial institutions.

Responsibilities

•    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

•    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.

•    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.

Qualifications
•    Education     Education - bachelor’s degree 
•    Training     Ideally 1-2 years experience in banking
•    Languages     English

Role Specific Technical Competencies
•    English written and verbal
•    Spanish written and verbal (desired, not mandatory)
•    Data Analysis tools
•    International Payments
•    International Trade Business
•    Presentation tools

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

Expected annual base pay range for the role is 100,000 USD to 125,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations
Visit our careers website www.sc.com/careers

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.