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About the role
Key responsibilities & impact- Prospect and develop new FX opportunities across Consumer, Wealth, Small Business, and Business Banking segments through internal referrals, portfolio reviews, market intelligence, and outbound sales activities.
- Build and maintain a robust pipeline of prospective clients with cross-border payment, foreign currency, and international banking needs.
- Identify opportunities among clients involved in international trade, overseas real estate transactions, foreign investments, international education expenses, family support payments, and other global financial activities.
- Conduct outbound calling campaigns and business development initiatives designed to generate qualified opportunities and expand FX penetration.
- Support efforts to acquire both new-to-bank relationships and deepen existing client relationships through additional FX and international payment solutions.
- Engage directly with clients to understand international business and personal banking needs, identify opportunities, and present appropriate FX solutions.
- Support foreign exchange transactions, including spot contracts, forward contracts, currency orders, and cross-border payment solutions.
Requirements
What you’ll need- Bachelor's degree in Finance, Economics, Business Administration, International Business, or a related field
- 5+ years of experience in Foreign Exchange, Treasury Management, Wealth Management, Business Banking, Retail Banking, or Financial Services sales
- Demonstrated ability to prospect, onboard and develop relationships, and generate new business opportunities
- Understanding of foreign exchange markets, international payments, and cross-border banking solutions
- Strong communication, presentation, and interpersonal skills
- Ability to effectively engage both clients and internal business partners
- Strong organizational and analytical skills with experience using Excel, CRM platforms, and sales pipeline management tools.
Benefits
Comp & perks- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
Foreign ExchangeTreasury ManagementWealth ManagementBusiness BankingRetail BankingInternational PaymentsCross-Border Banking SolutionsExcelCRM PlatformsSales Pipeline Management
Soft Skills
Communication SkillsPresentation SkillsInterpersonal SkillsOrganizational Skills
Certifications
Bachelor's Degree in FinanceBachelor's Degree in EconomicsBachelor's Degree in Business AdministrationBachelor's Degree in International Business
