Treasury Sales Dealer

Job Purpose: A treasury management sale works in a defined territory with a specific customer base as a financial institution’s representative. The goal is to develop and retain a strong relationship with different segments of bank’s customers. Other job duties often include forecasting and planning. Exceptional soft skills, such as professionalism, communication, and teamwork, are imperative for success as a treasury management sale.

Main Responsibilities:

• Develop and Implement the Treasury Sales Strategy to meet the targets set.
• Making regular market analysis to ensure the bank is updated on market trends and behaviors.
• Effectively market all Treasury Products to customers and report on feedback received from Stakeholders.
• To maintain a high standard of customer service to increase Bank's market shares vis-a-vis existing customers and enlarge the customer base.
• Leading, coaching and coordinating the FX&MM Sales activities and achievement of set targets.
• Offer Placements and investment products to clients with surplus liquidity.

Daily Responsibilities:

• Monitor Foreign Exchange gains and volumes performance and provide suggestions for improvement.
• Ensure profitability from all Treasury products and own its performance.
• Own the Foreign Exchange trading and revaluation Profits and Loss account.
• To strengthen the NGOs portfolio penetration by working closely with Business units.
• Prepare and implement a weekly customer visit plan.
• Participate in client meetings and analyze client requirements.
• Follow up on customer queries and ensure implementation within a reasonable time.
• Ensure compliance with the Regulatory framework and Internal policies.
• Conclude the Foreign Exchange deals (sale or purchase currencies) with clients on phone.

Educational qualifications and work experience:

• University Degree preferably in Accounting, Business administration, any other related field
• Professional Certification – ACI Certificate
• 3 or more years of progressive experience in Treasury Management in a commercial banking environment, and a Sales Background.

• Develop and implement a card issuing strategy for the bank.
• Drive growth of card issuing business.
• Provide leadership in card product development and building partnerships.
• Monitor and manage customer complaints.
• Identify and aggressively sell prepaid cards.
• Relationship Management of co-brand partners, vendors, promotional partners, and institutional card customers.
• Recruiting promotional partners.
• Regular review of BPR Bank Credit, Prepaid, and Debit card products.
• Regular Communication to Credit, Debit, and Prepaid cardholders.
• Receive credit card applications and check their completeness.
• Track monthly and other regular reports.
• Forward to Consumer Credit Unit applications for Credit cards.
• Aggressive acquisition of partners who have members who can be issued with Prepaid and Corporate cards.

• Sales & Lead Generation
• Card Operations
• Credit Operations
• Banking Operations
• Customer Relationship Management

• University Degree preferably in Technology, Business administration, any other related field
• Professional Certification – Banking, Finance, and DFS related
• 5 or more years of progressive experience in sales & lead generation, Card Operations, Credit Operations, Banking Operations, Customer Relationship Management