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Global Liquidity & Cash Management / Sales Manager

Top Management

• Cash management sales coverage for the Transportation, Aviation, Logistics and Professional Services sector for Global Banking and Markets, providing specialist knowledge of products, clients and industry trends
• Manage a portfolio of clients in order to maintain existing and generate new income for the business
• Develop and maintain relationships with key clients, to enhance relationships and actively contribute to the sales pipeline
• Respond to Requests for Proposals; coordinate regional and global efforts including drafting and editing responses and cover letters; create sales decks and presentations for external clients
• Work with Graduate Analysts assigned to team to develop their knowledge and skills through training and coaching, ensuring they have a successful experience within GLCM

• Developed and implemented tracking of transaction approvals; provided reporting of approvals and return metrics to appropriate Commercial Banking (CMB) management regionally and globally; worked with central team to identify and correct reporting issues and to improve quality of data
• Reviewed models of transactions submitted by deal teams and worked with teams to ensure accuracy; prepared summaries of deals presented to Deal Prioritization Committee for circulation to Senior Management
• Managed CMB's monthly Worry Watch Monitor (WWM) process and meetings, ensuring reporting of appropriate names in line with global and US regulations; facilitated quarterly WWM reports for Global CMB senior management
• Managed ancillary revenue tracking process for CMB, working with Business Management to develop reporting; assisted Global CMB with working towards implementing a similar process
• Assisted with testing and roll-out of deal approval workflow tool to CMB, including creation of training materials
• Assigned and reviewed work completed by two Graduate Analysts assigned to WPM and Credit and Lending
• Selected as member of CMB's People Committee; helped to design, select winners and develop programming for the inaugural CMB Sutherland Club Awards Program

Associate

• Managed the end to end process of onboarding CMB clients for trading Global Banking & Markets (GBM) products; managed onboarding for GBM Multi-National Corporate clients including facilitation of KYC
• Acted as liaison between the front and back office teams, working with 15 sales people on the FX and Interest Rate Swap desks, over 100 Relationship Managers and multiple support teams to ensure completion of all requirements
• Provided guidance to RMs on making recommendations for initial ISDA terms to Credit; coordinated the negotiation process with the Legal Documentation group and front office; ensured clients had appropriate traded-markets documentation to satisfy both regulatory and credit requirements
• Dodd-Frank subject matter expert; conducted calls with clients, Sales and RMs to review and explain Dodd-Frank bilateral agreements and Markit ISDA Amend; certified in-scope accounts adhered to CFTC rules and regulations related to EBC, IBC and Mandatory Clearing prior to trading; FATCA Champion for Client Management group
• Delivered timely service and promoted efficiency to reduce cycle times by streamlining processes and following up regularly; responsible for decreasing average onboarding cycle times by 28 days over one year period; Prioritized cases appropriately to complete all requests prior to trade deadlines; facilitated a seamless onboarding process to ensure a positive client experience

Client Management Associate / Assistant Vice President

• Worked with clients and internal mutual fund and ETF servicing groups to ensure successful and efficient launch of new global funds; provided high level of service to multiple ETF, mutual fund, private equity fund and bank clients
• Verified clients met all regulations of sub custodians and local authorities, including proper completion/renewal of documentation; Maintained up to date knowledge of requirements, tax laws, and trading restrictions for international markets
• Worked with market specialists to clarify/resolve all inquiries regarding country procedures, documentation and requirements; advised clients accordingly of any necessary amendments or further requirements requested by regulators
• Interacted with appropriate processing groups to respond to market inquiries/requests for additional client information and ensure expedient opening of accounts; informed clients of status and estimated time frames; tracked account requests, document submission and account openings for clients and internal staff
• Trained new team members/project managers for business continuity and harmonization initiatives; created/developed training materials
• Created Excel spreadsheets, PowerPoint presentations and information packages for use by upper management in client presentations

Client Services Best Practice Officer/Associate

• Worked on team representing pharmaceutical company that specializes in HIV/AIDS and hepatitis drugs
• Researched/provided overviews on competitors' marketing campaigns; researched spokespeople for events and campaigns

Junior Associate/Contractor

• Provided sales support for two Relationship Managers with approximately $1.0 billion in assets under management
• Provided high level of service to high net worth individuals, family offices, hedge funds and private equity funds
• Executed clients' stock, bond and mutual fund transactions; responded to inquiries regarding stock quotes, cash balances, margin calls, trade confirms, 1099s and monthly statements
• Created/updated client holdings spreadsheets and account/index comparison spreadsheets for client presentations
• Processed federal and foreign fund wires, IRA distributions, account transfers, DTC and foreign stock transfers

Sales Assistant, Private Banking

• Provided administrative support for the General Counsel, four Compliance Officers and staff
• Maintained contact with transfer agents/brokers regarding sales of restricted stocks; prepared corresponding documentation
• Prepared/processed documentation for substitute and member licenses for specialists with employees and the NYSE

Legal/Compliance Assistant

Find out detailed information about Sara Cisco, Global Liquidity & Cash Management / Sales Manager in New York, NY

Sara Cisco: Global Liquidity & Cash Management / Sales Manager in New York, NY

Sara Cisco

HSBC Securities (USA), Inc

HSBC Securities (USA), Inc

HSBC Securities (USA), Inc

The Bank of New York Mellon

The Corkery Group

Credit Suisse Securities (USA) LLC

Bear Wagner Specialists LLC

Dartmouth College