Principal: TS Sales

About this role

Nedbank is looking for a senior Transactional Services (TS) relationship lead to work from its Johannesburg base. You will act as the named TS client and opportunity owner for an assigned portfolio of clients.

The role is about finding and winning commercially sound business. You will understand each client’s treasury and working-capital needs, then bring the bank together to deliver integrated TS solutions and turn them into revenue.

What you’ll do

• Build and maintain client-level TS strategies and account plans that match each client’s business goals and sector.
• Find, rank and qualify new and existing opportunities using sector, market and client insight.
• Lead advisory conversations on cash management, payments, collections, liquidity, trade, working capital, supply-chain finance, custody and digital channels.
• Turn client needs into multi-product solutions, working with Product and other specialists to check they are feasible.
• Develop the commercial strategy and pricing, weighing revenue, cost, margin and risk, and secure the approvals needed.
• Lead senior client presentations and complex negotiations, and take opportunities through to contract and close.
• Keep the pipeline and forecast accurate, and make sure handover to the delivery team is complete and accepted.
• Coordinate internal teams such as Credit and Risk, Compliance, Legal, Operations and Technology around one client outcome, and track revenue realisation.

What you need

• A professional qualification and/or an Honours degree (NQF level as required by Nedbank).
• 7 to 10 years of experience in Transactional Services, banking sales, treasury, working capital or a related field, including senior client work and complex deal origination.
• A strong understanding of working-capital lending and transactional banking solutions.
• Skills in sales strategy, account planning and revenue growth.
• Skills in pricing, profitability analysis and proposal writing.
• Experience with senior stakeholder engagement, cross-selling and client retention.
• Working knowledge of banking procedures, relevant legislation and risk frameworks.
• Experience with CRM and pipeline tools, relevant banking platforms and Microsoft Office.
• Data and digital skills, including the sensible use of AI-enabled insights, are advantageous.

Is this job for you?

This role suits a seasoned banking professional who enjoys senior client conversations and building deals from start to finish. You should be comfortable balancing client value, risk and profit, and working across many internal teams to get results.

Tips before you apply

• Have your qualification certificates and a clear record of your years in banking or treasury ready.
• Show two or three deals you originated or closed, with the revenue and client outcome for each.
• Describe how you worked with credit, risk, product and operations teams to move a deal forward.

”