Sales Assistant Specialist Transaction Banking

Tawteen; Muscat; On-site; OMR 15,000 - 27,000; Full time

Job summary

Tawteen in Oman seeks a Sales Assistant Specialist in Transaction Banking to support corporate and institutional clients. The role emphasizes FX transactions with growing involvement in Trade Finance, requiring strong numerical and communication skills to manage demanding workloads.

Responsibilities include client servicing, transaction operations, reporting, and collaboration with relationship managers and product teams.

Qualifications

• Bachelor's degree in Finance, Economics, Banking, Mathematics, Business Administration, or a related field.
• CIA/CPA/ACCA certifications are highly preferred.
• 0–3 years of relevant banking experience in FX, Trade Finance, or Transaction Banking.

Responsibilities

• Support the team in servicing the existing corporate and institutional client portfolio.
• Handle daily requests, inquiries and high transaction volumes.
• Assist with client FX transactions.
• Support clients across Letters of Credit, Bank Guarantees and Documentary Collections.
• Coordinate with Relationship Managers, Treasury, Operations, Compliance and Product teams to elevate issues and client concerns.
• Assist in managing and developing client relationships, negotiating terms of business and enhancing service solutions.
• Prepare transaction volume reports, client activity summaries and management updates; perform financial analysis.
• Maintain complete and accurate transaction and client records for audit and regulatory purposes.
• Maintain in-depth knowledge of market practices, regulatory developments, and competitive offerings across GCC, Sub-Saharan Africa, Asia and CIS.
• Assist management in building segment-specific propositions for key industries.
• Prepare for and represent the bank at client meetings and industry forums by compiling briefing materials and follow-up actions.
• Coordinate with internal stakeholders including compliance, operations, product and technology teams.

Skills

Numerical aptitude

Analytical skills

Attention to detail

Excel proficiency

English fluency

Ability to learn banking products

Client service orientation

Education

Bachelor's degree in Finance, Economics, Banking, Mathematics, Business Administration, or related

CIA, CPA, ACCA certifications

Tools

Excel

Job description

Overview

The Sales Assistant Specialist Transaction Banking will support the team in managing and servicing the bank s existing corporate and institutional client portfolio. The role will primarily focus on FX transactions with increasing involvement in Trade Finance products as the business develops. The role must combine strong mathematical aptitude with excellent communication skills and the ability to manage demanding workloads and tight deadlines. Note Oman Investment Bank reserves the right to modify the job description based on business needs and demands.

Responsibilities

• Client Service & Transaction Operations
  • Support the team in servicing the existing corporate and institutional client portfolio.
  • Handling daily requests, inquiries and high transaction volumes.
  • Assist with client FX transactions.
  • Support clients across Letters of Credit, Bank Guarantees and Documentary Collections.
• Relationship Management & Business Development
  • Coordinate with Relationship Managers, Treasury, Operations, Compliance and Product teams to elevate operational issues and client concerns appropriately.
  • Assist in managing and developing client relationships negotiating the terms of business and enhancing the service solution.
• Reporting Compliance & Record Keeping
  • Prepare transaction volume reports, client activity summaries and management updates and perform financial analysis.
  • Maintain complete and accurate transaction and client records including onboarding files for audit and regulatory purposes.
• Market & Sector Expertise
  • Maintain in-depth knowledge of market practices regulatory developments and competitive offerings across the GCC Sub-Saharan Africa Asia and CIS.
  • Assist your management in building segment-specific propositions for high-priority industries e g agriculture fertilizers metals and mining real estate tourism FMCG etc.
• Team & Stakeholder Engagement
  • Assist in preparing for and representing the bank at client meetings regional industry forums and transaction banking conferences by compiling briefing materials presentations and follow-up action items.
  • Coordinate with internal stakeholders including compliance operations product and technology teams.

Requirements

• Academic Qualifications Bachelor s degree in Finance, Economics, Banking, Mathematics, Business Administration, or a related field.
• Professional Qualifications Professional certification such as CIA, CPA, ACCA, or equivalent is highly preferred.
• Experience 0 3 years of relevant experience in banking, financial markets, Treasury, FX sales, Transaction Banking, or Trade Finance. Client-facing banking experience and strong quantitative academic performance are advantages.
• Knowledge / Skills Required
  • Excellent numerical aptitude and mathematical accuracy (essential).
  • Strong analytical skills, attention to detail, and Excel proficiency.
  • Ability to learn banking products and financial markets quickly.
  • Excellent written and verbal communication skills, with confidence interacting with corporate clients.
  • Professional client-service approach; English fluency, with Arabic highly desirable.
  • Clear long-term career ambition in banking and financial markets.
  • Ownership, initiative, resilience, adaptability, and strong work ethic.
  • Ability to perform under pressure, prioritize competing demands, and meet tight deadlines.
  • Flexibility to work extended hours when business requirements demand.