Senior Client Relationship Manager

Reference

Reference 260004JE

Global Transaction & Payment Services (GTPS) includes Cash Clearing Services (BAN), Payment & Cash Management (PCM), Trade Services (TRA), and Societe Generale Factoring (SGF), as well as the FX services associated with these activities.

With over 6,000 specialists in more than 50 countries, GTPS is a strategic business line for Société Générale, offering clients the expertise of a large international banking group along with multi‑year experience.

GTPS/BAN "Cash Clearing & Correspondent Banking" is the global business line responsible for marketing the Transaction Banking – Cash & Trade – products of the SG Group to banks. These services notably include:

• Cash: account management, international transfers, clearing, and foreign exchange related to payments
• Trade: operations for securing and financing international trade.

As a market leader in France and among the top three players globally, Société Générale continues to develop this business with strong growth momentum, supported by the Group.

To expand the business, bank clients are managed by Client Relationship Managers based in Paris or abroad, covering several countries and required to travel frequently to nurture relationships. They are supported by Assistant Relationship Managers (ARM).

Based in New York, the Relationship Manager is responsible for managing commercial relationships with two portfolios of banks and financial institutions, with a focus on development and growth:

• Portfolio of SG internal entities: USD Cash Clearing Services for SG Affiliates (Self‑Clearing)
• Portfolio of 3rd‑party banks:
  Non‑USD Cash Clearing and Trade Finance Services for U.S. and Canadian banks

The incumbent implements the commercial policy for their geographic area within their portfolio, aiming to acquire new clients and increase revenue from existing clients by promoting the Business Line’s products. They manage, exploit, and grow the portfolio, focusing on profitability and risk control.

• Help manage and build strong GTPS client relationships to encourage NBI growth.
• Develop the commercial strategy of the portfolio taking into account GTPS/BAN guidelines and yearly objectives.
• Support growth by managing relationships with existing clients through regular contacts, and solicit new clients through business development initiatives, promoting SG’s Cash Clearing services (account maintenance, EUR and multi‑currency clearing, FX linked to payments services, API‑based solutions, cheque collections, etc.).
• Maintain a positive sales environment through education of SG products and services.
• Follow up regularly with head office on targeted objectives (revenues and volumes) and take necessary action to ensure targets are met or exceeded.

• Manage a team of junior relationship managers within GTPS/BAN Front Office.
• Define their objectives and provide ongoing guidance toward achieving GTPS/BAN strategy.
• Represent GTPS/BAN Cash Clearing Desk in various committees and working groups as necessary.
• Support GTPS/NY initiatives, projects and agenda.
• Enhance payment processes and client experience by contributing to initiatives addressing product/service issues and client needs escalation to relevant internal parties (Compliance, ITEC, OPER, etc.).
• Represent GTPS/BAN NY in any call or forum as needed.

• Help manage and build strong GTPS client relationships to encourage NBI growth.
• Develop the commercial strategy of the portfolio in line with GTPS/BAN guidelines and objectives.
• Support growth by managing relationships with existing clients, soliciting new clients through business development initiatives, and promoting SG’s Cash Clearing services.
• Increase business line NBI through review and re‑organisation of client relationships, adjusting terms and conditions.
• Work with GTPS/BAN teams to prepare client pitch books, respond to RFIs and RFPs, and create marketing and sales material.
• Gain an in‑depth understanding of clients’ organizations and needs in Cash Clearing.
• Originate and structure Trade Finance transactions: credit and compliance approval, coordination with internal partners (GLBA/FIG,…