Job Description
Manages execution of the Treasury and Payment Solutions (T&PS) Foreign Exchange (FX) growth strategy in support of the international growth agenda for the Pinnacle T&PS team, as well geographic and specialty lines. Accelerates growth of Foreign Exchange revenue across the Pinnacle footprint. Engages in joint planning with Treasury Management consultants, Commercial, and Wholesale relationship teams to ensure aligned positioning for clients. Identifies and engages clients who do not use the Foreign Exchange solution suite. Mines the existing T&PS portfolio for business development opportunities. Manages attrition, pursuing portfolio growth with existing clients as well as generating new business.
Job Duties and Responsibilities:
- Develops and executes a strategy for growing the T&PS Foreign Exchange line-of-business. Conducts pipeline management including target list development, execution from pre-sales to winning mandates and closing deals to meet new business targets.
- Participates in client presentations and presales activities. Coordinates with T&PS sales and Commercial and Wholesale relationship managers for proactive and targeted client calling. Develops and presents client relevant and thoughtful solution presentations.
- Develops compelling segment specific value propositions and proposals that will also drive marketing efforts. Coordinates with T&PS sales, product management and requst for proposal (RFP) team to coordinate RFP responses and pricing decisions. Provides continuous feedback to product teams of emerging trends in the market and client needs for product evolution.
- Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Firm authority in a timely fashion.
- Performs other related duties as required.
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job
Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Qualifications
Minimum Education: Bachelor's degree in a relevant field or an equivalent combination of education and experience.
Minimum Experience: Ten years of international sales and banking experience. Regular office environment;
Required Knowledge, Skills & Abilities:
- May sit for long periods of time;
- May stand for long periods of time;
- Talk and hear regularly;
- Use of hands, ability to reach;
- Ability to see objects up close or at a distance, use peripheral vision, identify basic colors;
- Weight/force exertion not required;
- Travel required up to 25% of the time
