Transactional Banker, Private Banking

The Transactional Banker forms part of the Wealth portfolio which serves as the single point of contact in solutioning for the complex needs of our Wealth clients.  

The role requires a solid understanding of Transaction Banking solutions and the ability to analyze existing client portfolios to identify opportunities for revenue retention, upselling, and cross-selling. It involves conducting client analytics, understanding client needs within Cash, Trade, or Investor Services solutions, and collaborating with internal product, implementation, and service teams to deliver appropriate banking solutions.

The individual serves as a point of contact for clients, assisting in managing relationships, addressing concerns, and ensuring successful implementation of solutions. They are responsible for preparing client proposals and pitches, maintaining accurate client information in Salesforce, managing deal pipelines, and monitoring revenue performance against plans. A strong focus is placed on client satisfaction, commercialization of products, and achieving sales and revenue targets.