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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
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
Internal Number: 6302687
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