Associate Director Transaction Banking Cash Sales

Standard Chartered Plc

San Francisco, CA

JOB DETAILS
SKILLS
Advertising, Artificial Intelligence (AI), Banking Services, Business Analysis, Cash Management, Continuous Improvement, Cookies, Credit and Collections, Creo Elements/Direct (fka CoCreate), Customer Relations, Customer Relationship Management (CRM), Data Analysis, Data Collection, Diversity, Ecosystems, English Language, Entrepreneurship, Financial Transactions, Forecasting, Frequently Asked Questions (FAQ), Health Plan, Inside Sales, International Sales, Internet Security, Leadership, Liquidity, Maintain Compliance, Needs Assessment, Network Operations Center, Onboarding, Partner Sales, Pricing, Proposal Development, Psychiatry and Mental Health, Regulations, Regulatory Compliance, Regulatory Requirements, Relationship Management, Reporting Skills, Revenue Growth, Revenue Management, Revenue/Sales Reporting, Risk Management, SAP, Sales, Sales Management, Sales Pipeline, Sales Presentation, Sales Prospecting, Sales Support, Sales Tools, Thought Leadership, Track Customer Issues, Treasury, Willing to Travel, YouTube, eLearning
LOCATION
San Francisco, CA
POSTED
24 days ago

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Job Details

Associate Director Transaction Banking Cash Sales

Job Description

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Requisition Number: 54151

Job Location: San Francisco, USA

Global Grade: Band 6

Work Type: Office Working

Employment Type: Permanent

Posting Start Date: 18/05/2026

Posting End Date: 02/06/2026

Job Description:

Job Summary

We are looking for an individual to join our Global Cash Sales team with Standard Chartered Bank in San Francisco, reporting to the Cash Management Sales Head. The candidate will have dual responsibilities within Global Transaction Sales for US headquartered Technology, Media and Telecom (TMT) clients. 1) The candidate will identify, source and execute using the global cash management platform while to deepen client penetration. The candidate's success will be contingent upon working closely with Banking coverage, product, implementation, and service teams. 2) The candidate will also be responsible for supporting senior sales leadership on revenue accretive projects and data delivery related to cash management, liquidity, and transactional FX solutions for both existing and prospective clients.

The experienced candidate will develop close relationships with the key client cash management influencers to identify and execute on opportunities through a deep understanding of client business needs, global footprint, and key buying centres. We appreciate self driven candidates who have an entrepreneurial spirit while focusing on customer needs and accelerating growth.

Key Criteria:

  • At least 4 years of relevant Cash Management Sales Experience with Global Corporates. Experience in the TMT sector is preferred
  • A deep knowledge of transaction banking products with an emphasis on cash management, liquidity and digital payments
  • Proficient in data analysis and sales presentation development
  • The gravitas to lead client engagements (face to face and virtual) with some travel required

Key Responsibilities

Strategy

Responsible for delivering against the Americas and Global Cash Management objectives via client management and sales support. This includes targeting new segments, growing an existing portfolio of clients, driving new solution initiatives, and develop thought leadership messaging to meet client needs. In addition:

  • Execute activities are in line with sales pipeline policy and ensure end-to-end sales discipline
  • Provide analytical support of current business and opportunities as well as lead one-off projects aimed at advancing the cash management platform with TMT clients
  • A 'client first' mentality with clear focus on sales activity and revenue

Business

Manage and grow revenues for assigned client portfolio. Provide business reporting to senior management, including pipeline reviews, key client wins, and industry/ market developments.

  • Understand client needs and pain points and engage key influencers and decision makers (internally and externally) to develop targeted proposals and pitches
  • Help structure innovative and complex cash management solutions while working with internal sales and product partners teams as

needed on select topics (digital payments, tokenized collections, transactional FX, cash visibility and forecasting, pooling and liquidity management, digital innovation)

  • Develop and cocreate cash (payments/collections), liquidity and transactional FX solutions with clients.
  • Partner with Sales, Coverage and Product across the bank's network markets to drive revenue and defend existing business

Processes

  • Use sales tools (CRMx, Compass, pricing platform, liquidity reporting, revenue reporting) as part of the sales discipline process. Ensure all sales discipline and regulatory requirements are adhered to.

Regulatory & Business Conduct

  • Display exemplary conduct and live by the Group's Values and Code of Conduct.
  • Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across

Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
  • Federal Reserve Bank of the US, Automated Clearing House (ACH), and all internal compliance and regulatory committees within SCB.

Qualifications

  • 4+ Years experience in Transaction Banking or Treasury Services
  • Proven experience working in a client-facing environment, supporting senior sales and relationship management teams.
  • Proficiency with CRM platforms and AI driven tools/technologies.
  • Experience with sales support and pipeline management tools such as COMPASS is preferred.
  • Bachelors Degree Required
  • CTP / CertICM certification preferred

About Standard Chartered

We"re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we"ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you"re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can"t wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you"ll see how we value difference and advocate inclusion.

Together we:

  • Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  • Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  • Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
  • Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  • Flexible working options based around home and office locations, with flexible working patterns.
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Expected annual base pay range for the role is 124,000 USD to 155,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations

Some of our roles use assessments to help us understand how suitable you are for the role you"ve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

Apply now

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