Payments and Cash Management Sales Associate

Reference 260006MX

Responsibilities The Global Transaction Banking and Payment Services (GTPS) division in Americas region (AMER) offers a comprehensive suite of transaction banking products and services to corporations (GLBA / US clients and US multinational corporations) as well as SG affiliates. The product offer includes comprehensive cash clearing, cash management, trade finance and working capital services.

GTPS is overseen by the Head of GTPS AMER and consists of the following components:

• Four Business Line front offices: Sales and Client Relationship Teams (BAN / PCM / TRA / WCS)
• Front Office Product Manager dedicated to Payments and Cash Management services (PCM), Sales Supports to Cash Management and Trade Services and Client Services Teams
• Chief Operating Officer (COO), Risk, and Project Teams

Main Responsibilities

• Basic knowledge and experience in International PCM services and products, along with foundational banking knowledge, to support cross-selling initiatives.
• Under the guidance of Sales Directors, independently coordinate and schedule client meetings and actively support the promotion of our solutions during in-person meetings and conference calls.
• Help build and maintain a strong sales pipeline across multiple industry verticals, in partnership with GLBA bankers
• Prepare for and participate in client meetings, including the development of high-quality presentations, proposals, and marketing materials.
• Support post-meeting follow-up by preparing call reports, tracking client objectives, and coordinating with internal and international branches on identified sales actions.
• Identify opportunities to update or enhance service agreements due to client needs or regulatory changes, and liaise with the Legal department to support contract modifications while mitigating operational risk.
• Promote electronic payment solutions to clients to help reduce manual payment volumes and improve efficiency.
• Support and maintain existing client relationships by managing client requests, coordinating internal follow-ups, and ensuring a consistently high level of client satisfaction and service quality.
• Track and follow through on PCM contracts when new accounts are opened or when new products and services are implemented.
• Assist in responding to Requests for Proposal (RFPs), highlighting relevant domestic and international PCM capabilities.
• Maintain and update PCM databases with accurate client information as new products and services are introduced.
• Ensure timely and effective follow-up on all client inquiries and service requests.
• Provide client support—both by phone and in person—on cash management systems and related tools.
• Coordinate with clients and internal SG partners to manage account opening requirements and ensure pricing aligns with established standards and policies.
• 10% travel might be requested to participate in client meetings with PCM Sales and/or Corporate Coverage Bankers

The ideal candidate demonstrates a strong long-term interest in progressing toward a Sales Manager role and brings a proven ability to engage effectively with clients. They possess confident public speaking and presentation skills, solid technical aptitude, and the capacity to balance independent work with strong teamwork and collaboration. The role requires attention to detail, sound judgment, and a consistent awareness of legal, regulatory, and local compliance requirements.

Clear and ongoing communication is essential. The candidate is expected to provide regular, well-written meeting reports, share feedback with the broader team, and actively contribute as a cooperative, open-minded, and reliable member of the PCM organization. In addition, the candidate should be proactive and efficient in promoting the PCM business line internally, fostering collaboration and cross-selling opportunities with other local business lines.

Behavioral competencies related to compliance, risk management, and code of conduct:

• Client Impact: Ensure client acquisition and satisfaction are the central attention.
• Team Spirit: Coordinate client onboarding activities in collaboration with all relevant stakeholders.
• Innovation: Come forward with innovative ideas, solutions or strategies.
• Responsibility: Promote compliance with policies through personal behavior and integrity.

Required Profile required

• Excellent communication, presentation and writing skills for pitching other languages could be useful for this position.
• Strong desire to develop sales capabilities (Deal hunting and maintenance)
• Good understanding of U.S. and International Cash management products and services.
• Ability to work with multitask assignments
• Pro-active team player
• Skills in designing and mapping thorough business requirements
• Confident and out of the box thinker
• Ability to prioritize customers in decision-making and actions
• Strong analytical and organizational skills
• Ability to manage multitask requirements
• Min. 5 years of experience in payments business

Reporting Line The candidate will report to PCM Sales Director in charge of US Corporate Clients at GTPS Americas.

Business insight Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE: At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get\-know\-culture/)

DIVERSITY, INCLUSION & BELONGING (“DIB”): Our DIB Mission: Recruit, develop, retain and advance a talented workforce that is united in our efforts to leverage our talent and further develop an inclusive environment that will enhance our competitive position and deliver innovative solutions to our clients. It seeks to foster an environment where employee differences are valued and where all employees feel engaged, supported, respected, and informed. For more information about our DIB initiatives, please visit this link: https://americas.societegenerale.com/en/careers/get\-know\-diversity/

COMPENSATION: Base salary range does not include overtime pay, bonus and/or other benefits, where applicable. Actual base salary offer will vary based on skills and experience. The role is eligible for an annual discretionary bonus and includes a competitive benefits package including 401(k) plan with company match, medical/dental/vision, and other benefits for fertility, wellness, student loans and commuters.