Simon Ellis Email & Phone Number

Sydney, Nsw, Au

Sydney, Nsw, Au

Sydney, Nsw, Au

Sydney, Nsw, Au

The Head of Partnerships role is responsible for developing and nurturing strategic, affiliate and sponsorship partnerships to promote business capability and leadership and generate financial growth for Transaction Banking Solutions and the wider organisation.The role includes all aspects of business development, relationship management, solution life-cycle development/management, as well as working with relevant stakeholders across our organisation, with the aim to accelerate delivery of mutually beneficial outcomes for our customers, and partners.

Sydney, Nsw, Au

Sydney, Nsw, Au

Role Definition:To ensure the improvement of business development capabilities resulting in increased revenues, market share and customer quality measures.Major Accountabilities of the position:• Drive revenue growth • Develop sales plan for transactional banking origination within geography/industry • Originate transactional banking opportunities for new clients and existing clients (where complex) across WIB industry sets • Successfully execute these opportunities including the preparation of business cases for new product development through the application of highly developed market sizing skills • Apply developed product, industry and client knowledge to an advisory level internally and externally • Apply highly developed negotiation and relationship management skills and maintain relationships at senior client levels (CEO,COO,CIO,CFO) • Maintain sales disciplines such as pipeline management, call reports, sales plans etc

Sydney, Nsw, Au

Proactively progress account activities on Corporate and Institutional accounts Provide innovative fit-for-purpose solutions to meet client needs Demonstrate inquisitiveness, creativity and flair and a natural tenacity for achieving results Provide support to Industry Relationship Managers and other key stakeholders responsible for business progression Enhance key client relationships and increase customer satisfaction and loyalty Identify and gather relevant information specific to customer issues, drivers and & opportunities to further extend/enhance transactional solutions Manage client relationships and demonstrate depth of exposure in influencing and rapport building skills Work closely with Client Enquiry Managers to proactively advance service management opportunities to improve client performance Be overall responsible for the management of transactional client relationships and the resolution of client issues arising from complaints/feedback

New York, New York, Us

My duties included relationship management of in-flow FI clients. These names are generally Australian subsidiaries of global financial institutions clients or clients with AUD accounts. Servicing these clients involves active relationship management locally as well as some direct contact with the parent offshore offices. Emphasis in this part of the role is on Global Transaction Services (GTS) based products.I prepared Client Acquisition Due Diligence (CADD) forms for existing clients in this portfolio and CADDs for new clients as needed. In addition complete other required compliance, Know Your Customer and Patriot Act deliverables. This was a significant part of my role.Proactively manage administrative issues relating to FI clients, including working with Parent Account Managers (PAMs) to ensure that credit lines are properly allocated for local names and resolving documentation and due diligence issues.I researched and prepared business development/marketing information across existing and prospective client base and industry sectors.I researched and contributed to credit submissions in concert with FIG RMs and Credit Risk Analysts.Other tasks included completing call reports, as appropriate and provide information to PAMs – being the Australian link in the global relationship team for any given client.

New York, New York, Us

My primary role in Risk Reporting was to work with the Senior Country Risk Manager (CRM) to produce and analyze portfolio and process reports for Credit Risk Management Services (CRMS), Financial Control, Global Transactional Services, Commercial Bank, Institutional Client Group and Operations.The reports were used by the CRM to facilitate decision making at both a local and a regional level. The reports include information regarding Basel II (Risk Weighted Assets/Collateral etc), Risk Rating, Exposure, Cross Border, Weighted Average Loss Norm (WALN) plus other portfolio cuts required by the CRM.Other roles include the preparation of portfolio, Basel II related information for internal and external auditors (APRA & KPMG). I worked closely with Financial Control (FinCon) to extract, review and prepare credit aspects of data for Central Bank reporting, following relevant regulations of jurisdiction. I also designed a new “General Ledger to Risk” Reconciliation which is performed monthly by Finance and Risk.

New York, New York, Us