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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Foreign Exchange and International Banking, with a strong ability to prospect and develop client relationships while providing tailored FX solutions. Proficient in managing sales pipelines and utilizing analytical skills to support business development initiatives.
Highest-signal resume keywords
Foreign Exchange ExpertiseBusiness DevelopmentClient Relationship ManagementSales Pipeline ManagementAnalytical Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Foreign ExchangeTreasury ManagementWealth ManagementBusiness BankingRetail BankingInternational PaymentsCross-Border Banking SolutionsExcelCRM PlatformsSales Pipeline Management
Soft Skills
Communication SkillsPresentation SkillsInterpersonal SkillsOrganizational Skills
Certifications & Qualifications
Bachelor's Degree in FinanceBachelor's Degree in EconomicsBachelor's Degree in Business AdministrationBachelor's Degree in International Business
Industry Keywords
FX OpportunitiesMarket IntelligenceOutbound Sales ActivitiesInternational TradeForeign InvestmentsGlobal Financial ActivitiesClient EngagementSpot ContractsForward ContractsCurrency Orders
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