Relationship Manager - IDO US

Company Description

We currently have an exciting new opportunity for a Realtionship Manager within our International Development Organisations, US Rep Office Front Office team reporting to the Head of the US Rep office with a dotted line to the Head of International Development Organisations Coverage. The role covering clients under the sub-segment that encompasses NGOs, Foundations and for-profit development organisations, with a strong focus on capturing FX flows and payments opportunities. This is a coverage and business development driven role, focused initially on executing an ambitious client acquisition strategy to build a portfolio managing the clients’ needs, cross-sell, and revenue optimization on an ongoing basis.

Crown Agents Bank is a vastly growing and regulated UK bank that connects emerging and frontier markets to the rest of the world, using FX and payments technology. We are transforming the way payments and FX move through emerging markets, reducing friction so that more money gets to those who need it. Emerging markets payments are usually challenging, expensive, unreliable and opaque. Our solutions help fix these pain points. Ultimately, we connect traditionally hard-to-reach regions to global financial infrastructure, giving access to the best prices and the fastest, most reliable settlement.

FX and cross-border payments are often complex and expensive, especially when operating in emerging markets. Crown Agents Bank (CAB) wraps its deep and trusted relationships and strength of network around innovative digital capabilities, and cross-border transaction banking solutions to enable fintech, corporates, governments, development organisations and banks to move money to, from, and across often hard-to-reach markets.

Job Description

Role Responsibilities

• Proactively build a portfolio of clients in the NGO/Foundations/For-profit Development Organisations sub-segment from inception. This will include developing segment-specific strategic and marketing plans, target clients visits and successful completion of the on-boarding process (with support from London-based teams).
• As the new portfolio is established, the successful candidate will be responsible for designing, executing, managing, and developing the client coverage strategy for the portfolio, within a clear set of financial and non-financial KPIs. This includes sales, revenue and budget planning for the assigned portfolio.
• Lead and execute the strategic relationship management of clients within the assigned portfolio (with a clearly defined call/visits schedule), focusing on both cross selling the bank’s product suite in an effective manner, and on understanding client needs for further enhancement of the product suite.
• Take ownership for the execution of client maintenance tasks, including but not limited to client due diligence reviews, business and credit applications and maintenance of client files within the CRM system (with appropriate support from London-based Client Services teams).
• Be responsible for the successful resolution of client issues and queries in collaboration with all relevant internal and external stakeholders, always providing a pristine level of client service and responsiveness.
• Convey client product requirements to the product teams and coordinate all initiatives related to new product implementation at client level.
• Take ownership of pipeline and business update production in relation to the assigned client portfolio. This may include the presentation of the segment’s business updates at internal meetings.
• Take ownership of the production of sales materials, including presentations, liaising with other relevant departments to ensure the communication guidelines are adhered to (marketing, legal, compliance).
• Provide strategic analytical support to Head of International Development Organisations to support business growth and marketing strategies; act as source of expert advice and thought leadership.
• Build robust relationships across Front Office and the wider business including, but not limited to, Global Markets, Trade Finance, Operations, Banking Partnerships, other Sales teams, Credit and Compliance.
• Undertake continuous professional development towards becoming a credible and trusted subject matter expert in Crown Agents Bank’s niche environment.
• Work as an integral member of Front Office to deliver personal and team objectives.
• Demonstrate flexibility to adapt to changing market condition and (internal/external) client requirements.
• Demonstrate an ability to operate effectively when engaging with stakeholders both internally and externally.

Qualifications

Experience

• Passion for humanitarian causes
• A thorough understanding of the international development sector and its dynamics is key, together with