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The Client Executive will be dedicated to a portfolio of North America (NAM) Financial Institutions (FI) and Non-Bank Financial Institutions (NBFI) clients, with the overall objective to support their global and regional growth and to foster seamless delivery of the full suite of Treasury and Trade Solutions (TTS) products. Through disciplined client calling, you will be responsible for all aspects of the relationship with the customer within North America, including service provision, organic revenue growth and compliance and risk management. The Client Executive is a key member of a unique global relationship network that is widely regarded as being best in class in terms of client coverage and delivery of banking solutions in over 90 countries.
Job Responsibility:
Revenue Retention: Responsible for regional incremental cross sell and commercialization of new or enhanced TTS products and services
Partner with TTS Solution Sales Managers, Global Client Executives, and other regional Client Executives to identify opportunities to increase client wallet penetration
Aid in the creation of regular relationship reviews that will incorporate all parts of the TTS business, including analysis on profitability, new opportunities, pricing etc
Revenue Realization: Input deals into our CRM system, ensuring smooth and timely handoff to Onboarding partners
Work with partners to remove road blocks and where possible accelerate revenue realization
Monitor deals post go-live to ensure client utilization of the product and adequate revenue realization based on deal estimates
Voice of the Customer: Be the client advocate to ensure client issues are addressed promptly, working with partners across TTS and utilizing client forums such as Client At Risk to facilitate and drive resolution where necessary
Be responsible for driving best in class client experience (monitoring Pulse Surveys and leverage internal tools to monitor satisfaction levels across the organization)
Take ownership, lead and track specific customer issues/problems, holding partners accountable to deliver on clients requirements
Develop relationship across the client's organization to ensure 'Trusted Adviser' status
Enhance collaboration across product and customer groups
Partner with product specialists to drive overall client satisfaction through Voice Of the Client processes, build client loyalty, and respond to client escalation issues
Understand the dynamics of the North America financial markets, banking & payment industry and regulatory environment
Develop a deep understanding of our competition and be able to provide critical input to support the TTS Sales organization
Manage client's expectations and effectively engage in difficult discussions with clients
Strengthen the client relationship by working closely with product partners across TTS
Key client contact point & ultimately responsible for all aspects of the relationship with the customer, including organic revenue growth, service provision, compliance and risk management
Requirements:
Bachelor's degree/University degree or equivalent experience, Masters preferred
6+ years of relevant experience
Proactive and positive attitude
Disciplined, highly organized and self-motivated
Highly accurate worker with high level of attention to detail
Able to perform under pressure and work to deadlines
Results and service oriented
Very strong interpersonal skills, required to work in a highly demanding teamwork environment
Be a complete 'team-player'
Excellent communication skills
Ability to manage and solve problems and conflicts
Strong leadership and influence skills
Respect for Compliance and Controls
What we offer:
Medical, dental & vision coverage
401(k)
Life, accident, and disability insurance
Wellness programs
Paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays