Cash Management Product & Sales Associate

BBVA

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3+ years of experience in cash management sales or related field
  • Strong understanding of transaction banking products
  • Proven ability to manage client relationships effectively
  • Excellent analytical and negotiation skills
  • Ability to collaborate with cross-functional teams

Responsibilities

  • Assist in defining business strategy for cash management products
  • Proactively identify commercial opportunities with global clients
  • Support bankers in client presentations regarding cash management solutions
  • Manage Request for Proposals (RFP) and coordinate pricing
  • Generate recurrent income through strategic sales initiatives
  • Review legal documentation with the Legal CIB team
  • Monitor and analyze income generated by clients and respective geography

Benefits

  • Comprehensive employee benefits package
  • Opportunity to participate in specialized industry forums and conferences
  • Discretionary bonus eligibility based on performance
  • Collaborative work environment with cross-functional teams
Full Job Description
About the job:
• Assist the Head of Local CM Sales in defining the business strategy and commercial plan for the promotion of cash management products • Originate proactively global cash management commercial opportunities jointly with the Global Clients, Transaction and BEC bankers. • Attend meetings with clients recurrently together with Global Clients, Transaction and BEC bankers. Support bankers in the presenting to the clients the BBVA cash management product • Receive and manage Request for Proposals (RFP) • Set up transaction product prices. Reviewthose prices with the GTB Pricing Specialist to check if prices are within the margins laid down • Generate recurrent income • Review legal documentation of agreements and contracts in collaboration with Legal CIB. • Record the commercial opportunity in the Pipeline application updating its status along the life of the operation • Coordinate with the global CM teams the strategic alignment between the global and local cash management commercial strategy, promoting a global approach in the local client management • Transfer client needs and requirements • Know the catalogue of global and local transaction banking products in-depth • Measure, monitor and analyse through management tools all products and services income generated per customer and geography. • Attend and participate in the organization of specialized forums and meetings. Set up a BBVA stand in coordination with Marketing & Advertising CIB, participating in conferences and round tables, hiring reputed speakers, etc. • Report to the Head of Local CM Sales on a periodic and ad-hoc basis
Legal requirements

It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

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