Business Specialist - FI Cross-Sell Activation & Operating Model

Job Overview

We are looking for a seasoned Business Specialist to drive Financial Institutions (FI) Cross-Sell Activation initiatives and support operating model implementation across the Turkey and Egypt markets. The role focuses on analyzing institutional client portfolios to find growth opportunities, refining onboarding and operating frameworks, and collaborating with multiple banking divisions to boost revenue, client satisfaction, and operational efficiency.

Key Accountabilities

• Evaluate FI client portfolios to pinpoint cross-selling and wallet-share expansion potentials.
• Assess product use, penetration, and profitability within the portfolio.
• Prepare data-driven business cases and strategic recommendations.
• Promote increased use of Lending, Global Transaction Banking, Cash Management, and Global Markets products.
• Collect and document business requirements from diverse stakeholders including Coverage, GTB, Lending, Operations, Technology, and Global Markets teams.
• Facilitate design and rollout of Target Operating Models and client engagement frameworks.
• Create detailed functional specs and process documentation to support technology and product upgrades.
• Partner with Product Management to improve institutional banking services.
• Map and analyze client onboarding and lifecycle management processes for inefficiencies.
• Recommend and implement operational and client experience enhancements, including digital transformation and automation.
• Monitor execution of onboarding and service improvements.
• Support FI lending strategies, product development, and credit process enhancements.
• Define requirements for new transaction banking products and institutional banking capabilities.
• Oversee implementation and adoption of business initiatives across product groups.
• Serve as a key connector between Business, Product, Risk, Finance, Operations, Technology, and Coverage teams.
• Prepare governance reports, presentations, KPI dashboards, and support executive steering committees.
• Track project milestones and benefits realization.

Qualifications & Experience

• Bachelor's in Finance, Banking, Business Administration, Economics, Information Systems, or related fields.
• MBA or related certifications advantageous.
• 7 to 10 years experienced in Corporate, Institutional, or Wholesale Banking with a strong focus on FI Coverage, GTB, Global Markets, Corporate Lending, and Business Analysis.
• Experience in operating model design, client onboarding transformation, or cross-sell activation preferred.
• Proven ability to work in complex, multi-product banking environments.
• Familiarity with regional markets, especially Turkey and Egypt, is a plus.

Essential Skills

• Expertise in Financial Institutions Coverage and Wholesale Banking domains.
• Competence in business process mapping, gap analysis, and target operating model design.
• Strong analytical skills for portfolio, revenue, and wallet share evaluation.
• Business transformation, digital transformation, and process optimization capabilities.
• Stakeholder management and governance experience with KPI and performance monitoring.