BriefYour role
Also known as Cash Management Sales · Global Transaction Services Sales · PCM Sales · Transaction Banking Salesand 4 more
Treasury Services Sales · Cash Management Sales Manager · Corporate Cash Management Specialist · Trade Finance Sales Manager
Transaction Banking Sales (Cash Management) is a role in Payments & Transaction Banking. The family covers cash management, payments, acquiring and partnerships in banks and payment companies. The core skill is cash management and transaction banking products, and the main work is client onboarding and KYC, payments processing and treasury and cash management.
The EFO level names are the common scale; job titles differ between employers.
| Level | What the work looks like | Typical years | Typical job titles |
|---|---|---|---|
| L1 Starting out | Learns the job; executes defined tasks with supervision | 0-2 | Banks: Analyst, Junior Analyst, Associate (asset servicing), Trainee, GraduateAsset servicers: Junior, Specialist (entry), Officer |
| L2 Independent | Owns a process end to end; trains L1; first contact for the team's clients | 2-5 | Banks: Analyst / Senior Analyst, AssociateAsset servicers: Specialist, Senior Specialist, Senior Officer |
| L3 Senior or specialist | Deep expertise; handles exceptions and change; represents the function in projects | 5-9 | Banks: Senior Associate, AVP, Assistant ManagerAsset servicers: Senior Specialist, Expert, Team Lead (small team) |
| L4 Leads a team or an area | Manages people or a large process; owns budgets or controls; escalation point | 8-14 | Banks: VP, Manager, Senior ManagerAsset servicers: Team Lead, Manager, Head of Section |
| L5 Leads the function | Accountable for the function in a legal entity or region; sets priorities and standards | 12+ | Banks: Director, Executive Director, Managing Director, Head of functionAsset servicers: Head of Department, Director |
Specialisations share most of the role and differ in the skills listed here.
Also known as Cash Management Sales Manager · Corporate Cash Management Specialist
Critical skills: Cash management and transaction banking products, Treasury and cash flow management, Payment systems and messaging (SWIFT, ISO 20022, SEPA, ACH, UPI)
Also known as Trade Finance Sales Manager
Critical skills: Trade finance instruments (letters of credit, guarantees, collections), Cash management and transaction banking products, Know your customer due diligence
Each role lists its skills with a tier and a weight. The weights of one role add up to 100 percent.
Source: the EFO role catalogue, built from the ESCO classification and reviewed by the editors.
The percentage is the skill's share of the role; the bars are drawn relative to the anchor skill, which is shown full.
The work the role takes part in.
The L3 salary range for this role, with its sources, will appear here when the salaries section opens.
Roles that need many of the same skills, by weighted skill overlap, with the skills you would need to add.
96% skill overlap
81% skill overlap
To add: Prioritisation and roadmapping, Product discovery and metrics
60% skill overlap
To add: Account management and renewals, FX risk and hedging instruments
56% skill overlap
To add: Merchant acquiring and payment processing, Profitability analysis (margins, contribution), Partner and channel management
53% skill overlap
To add: Merchant acquiring and payment processing, Partner and channel management, Pipeline management and forecasting
41% skill overlap
To add: Financial statement analysis and ratios, Account management and renewals, Financial markets knowledge