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New York, New York - USD Full Time Posted: Tuesday, 13 August 2019
 
 

Assist the Global Transaction Banking (GTB) Sales team with the on-boarding on new/existing client relationships, including but not limited to:

  • Act as a dedicated IM with the client, sales/FO team, Product Management, CORI/GLFI bankers, credit, risk and other business partners within Societe Generale
  • Creates and maintains support documentation along with a bespoke project plan to ensure implementation of a new deal occurs in line with time, budget and quality expectations
  • Manages and develops the implementation functions and on-boarding responsibilities in line with the Local and/or Regional implementation standards
  • Creates and maintains required documentation/manuals to work towards standardizing implementation processes.
  • Seeks ongoing improvements to the complex implementation processes especially cross border deals
  • Ensure Credit/Risk recommendations, Compliance, KYC Procedures and other GTB Procedures Guidelines/Manuals are implemented and adhered to
  • Supports Sales and RMs (when required) during the bidding process
  • Develop a close relationship with customer throughout the pre, mid and post implementation stages
  • Coordinate and impulse the tasks from the different stakeholders to ensure a smooth progression of the implementation project.
  • Work with client and SG product partners in obtaining all necessary support documentation and ensure pricing is in line with standards
  • Some travel and client visits with GTB Sales and/or CORI/GLFI/MARK bankers when appropriate
  • Other responsibilities can be assigned

Qualifications

  • Bachelor's Degree in Finance, Banking or relevant field (MS/MBA a plus)
  • Six Sigma - Project Management Professional (PMP) accreditation (not required but a plus)
  • A Member of the Association for Financial Professionals (AFP) - Certified Treasury Professional Designation (not required but a plus)
  • Strong Transaction Banking background with at least 7 years of project management and client service experience with large companies (>$1bn sales) - able to navigate through a complex global organization and deal with senior management
  • Proven ability to build and develop relationships with clients - a strong internal network will be critical to success
  • Highly self-motivated to work independently and proactive approach with clients and on broad based teams that cross Lines of Business
  • Broad financial services product knowledge across US and International cash management, Trade Products (including Commercial and Standby LC's), Operations/Funds Control and FX
  • Excellent verbal, presentation, written communication skills
  • Able to work well under pressure and handling complex situations and 'think out of the box'
  • Superb attention to detail and time management skills
  • Comfortable working in an environment that is evolving and subject to change
  • Understanding of Compliance and KYC processes
  • Strong Microsoft office. Project Management skills including Excel, GANT skills, and PowerPoint


New York, New York, United States of America
Finance
USD
M-Logic
M-Logic
JS8636_6302687/744966065
8/13/2019 7:17:09 PM

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