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CIB - Treasure Services Sales -Associate

Req #: 170072412
Location: Santiago, RM, CL
Job Category: Relationship Management/Sales
Potential Referral Amount: 0 US Dollar (USD)
The Sales Associate (SA) is responsible for assisting the Treasury Sales Manager (TSM) to originate and execute Treasury Services deals, as well as managing relationships with Corporations and Non Bank FI clients in Chile.
The SA is the key liaison between the TSM and internal partners for the pre-call and product on-boarding process. Partners may include Product, Implementation and Client Services, with a focus on ensuring a smooth transition from prospect to client. Additionally, the SA plays a lead role on expanding business on existing and new clients.
  • Strong focus on detecting new business opportunities
  • Support the TSM on all aspects of KYC preparation and approval for new clients and renewals.
  • Call preparation; providing research on products, markets and/or clients
  • Initiate and oversee client on-boarding process for new and incremental product sales
  • Respond to issues related to the implementation of new products; escalate as appropriate
  • Develop pricing pro forma and assist with proposal preparation, RFP response and presentation of product information
  • Maintain an updated sales management tools, for both deals in the pipeline and client related activities
  • Initiate and monitor Implementation requests liaising with the assigned implementations officer
  • Develop client portfolio and grow current portfolio
  • Experience in financial services preferred
  • Strong oral and written communication skills (English is required,)
  • Strong time management, organizational and planning skills
  • Strong creative solution and analytical skills
  • Ability to perform in a high pressure, team environment
  • Strong interpersonal skills; ability to partner with internal partners and leverage internal resources
  • Ability to use various PC and internet applications and tools to support the sales process
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