Transaction Services Sales Director

Overview

In this role, you will lead transaction banking growth by identifying opportunities and delivering tailored banking solutions for corporate clients. You’ll work within the Sales team to drive new business and retain existing clients, collaborating with product and propositions to push digital solutions for businesses. You’ll manage multi-level targets, coach team members, and represent the bank at events to strengthen client relationships. This is a high-impact position focused on shaping the corporate payments portfolio and sales strategy.

Responsibilities

• Identify and originate new transaction banking opportunities with corporate clients
• Lead client pitches, proposals, and responses to tender documents
• Collaborate with product and propositions teams to embed customer opportunity plans
• Deliver against growth and retention financial targets at multiple levels
• Promote the transaction banking business at internal, industry and customer events
• Maintain client plans and provide market and competitor insights to colleagues
• Track origination activity using the sales management system and tools
• Coach and develop less experienced team members to succeed in their roles

Key requirements

• Experience in the transaction banking business
• Ability to originate opportunities and lead pitches
• Strong customer focus and relationship management skills
• Proven track record in origination with accountability for financial targets
• Experience in developing business for both new and existing clients
• Operational risk acumen
• Knowledge of regulatory agenda in financial services

• customer focus
• interpersonal skills
• relationship management
• origination of opportunities
• sales management framework
• leadership of pitches and proposals

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