Crédit Agricole CIB – ITB, Cash Management Sales Associate

Reference

2024-94288  

Update date

25/11/2024

Overview:

• Part of the International Trade and Transaction Banking (ITB) Department
• Managing Global Cash Management sales agenda for Singapore
• Selling Transaction Banking/ Cash Management product range (account keeping, domestic and international payments, e-Banking, connectivity, liquidity management [cash-pooling], deposit offers [on current accounts, ESG linked account, investment accounts], digital Trade, payment FX…) and Short-Term Credits
• Contributing, based on its expertise, to cross-sell products (notably Treasury, FX and Trade finance),
• Contributing to cross-sell Credit Agricole Group network

Main Responsibilities:

Portfolio Management

• Identification of business opportunities
• Favoring of good practices / ideas aiming at duplicating certain transactions for a larger spectrum of clients
• Contribution to Portfolio Revues with Coverage in order to identify prospects (i.e. non-Cash Management clients among Strategic, Prime et Invest clients)
• Contribution to Global Cash Management Budget determination as regards to portfolios

Define the commercial action plan relating to Global Cash Management portfolios
Development of Cash Management solutions:

• On a worldwide perimeter for clients with a local coverage, subject to CACIB internal rules/policies in force at the time
• On locally based clients with a coverage abroad
• Active contribution to cross-selling business opportunities: products (Trade Finance, FX and investment services), geographies (CA-CIB international network and other Credit Agricole Group entities

Contribute to global priority actions determined by the Global Head of Cash Management Sales

• Contribution to global priority actions set by the Global Head of Cash Management Sales in line with commercial action plans set by the Transaction Banking Product Line.
• Utilization of commercial performance indicators: follow-up the action plan and drives his/her actions accordingly

Ensures promotion actions’ follow-up

• Refers to support documents provided (for instance to fix pricings)

Controls proposed solutions to Clients are optimized

• Assesses the feasibility of a transaction (i.e. technical aspects) on the basis of the Client needs and the proposed solution
• Looks for a feasibility validation from the Local and the Global Head of Cash Management Sales.

Follows-up and controls the client implementation (quality, cost, agenda).

• Is responsible, vis-à-vis the client, of the implementation as soon as the contract is signed.
• Ensures the active contribution of the Implementation Manager (notably in case of complex implementation). During the new ITB / Cash Management organization ramp-up, closely involves him/herself in solutions implementations.

Other contributions:

• Provides support to Head of Marketing & Proposal issuance in view of (1) ensuring proper tenders’ response and (2) translating product offers in commercial presentations
• Provides support to Head of Product Asia in view of enhancing our product offerings

Product range:

Transaction Banking Solutions / Products:

• Account keeping
• Domestic and international payments
• Channels (e-Banking, SWIFT)
• Liquidity management (cash-pooling)
• Deposit offers
• Receivable & Supply Chain Finance Solutions with platform
• Cash-Management related Short-Term credit/Overdraft

Education and experience required:

• Graduate, 5+ years of experience in Transaction Banking/ Cash Management
• Office suite knowledge
• Transaction Banking Product range domestically as well as internationally as well as main clients’ expectations knowledge
• Successful commercial experience
• Successful international experience (a plus)
• Fluent English in written and oral form.

Technical Competencies required:

• Domestic Transaction Banking specificities
• International Transaction Banking solutions
• Cash-pooling solutions
• Acquisition channels locally and abroad, e-banking, connectivity
• Experience in answering international Cash Management tenders
• Knowledge of clients’ main expectations in terms of optimization of their cash-management solutions, liquidity management, account management, working cap. etc.
• Knowledge of market tendencies (optimization, simplification, digitalization, payment security, etc.)

Transversal Competences required:

• Ability to communicate easily and with clarity
• Analysis and synthesis capabilities
• Rigorous and organized
• Results and priority driven
• Autonomous
• Relational / Commercial
• Ability to cooperate transversally

5+ years of experience in Transaction Banking/ Cash Management