Associate- Financial Institutions Sales- Global Transaction Banking USA

BBVANew York, NY
$100,000 - $130,000Onsite

About The Position

The GTB Institutional Sales group is part of the Global Transactional Banking (GTB) division and plays a key role within BBVA’s global Corporate & Investment Banking (CIB) network. The team is responsible for delivering transactional banking coverage to local and international Financial Institutions and Financial Sponsors. GTB Institutional Sales aims to provide consistent, in-depth, and dedicated coverage across the BBVA network, with the goal of deepening relationships with our clients and supporting their strategic and operational needs. We are seeking a dynamic, globally minded professional capable of thriving in a fast-paced environment and delivering best-in-class service to both existing and prospective institutional clients with operations in the US. The individual will collaborate closely with local and global relationship management teams to provide seamless client coverage and support. The role involves proactively supporting the Senior Bankers of the GTB Institutional Sales Team to help them achieve the strategic and financial goals of the GTB division. This includes enhancing client engagement, optimizing internal processes, and enabling bankers to spend more time developing client relationships and growing revenues. The candidate will assist bankers with the preparation of call reports, industry and client research, financial and profitability analysis, and the development of materials for internal reporting and client presentations. Additional responsibilities include supporting bankers in client meetings, preparing presentation materials, managing onboarding and credit approval workflows, and overseeing the implementation of banking products and solutions. Ensuring the efficient and accurate use of Customer Relationship Management (CRM) and other internal systems is also a key aspect of the role. Moreover, the candidate will take ownership of the full lifecycle of client onboarding, credit application processes and renewals, while also contributing to ad hoc projects for the Head of GTB.

Requirements

  • Minimum 2-3 years of work experience in banking with a specific focus on corporate or financial institutions banking, cross-border banking or transaction banking
  • Bachelor’s Degree in Finance, Accounting or related fields.
  • Fluent in English
  • Excellent range of communication skills, including written, verbal, with a desire to be in a client facing role.
  • Strong analytical skills coupled with adapting quickly to new applications and service platforms
  • Advanced computer skills, particularly in Excel, PowerPoint and MSWord.
  • Self-starter, team player and ability to work independently and take ownership of assignments
  • Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Nice To Haves

  • Fluent in Spanish
  • Google product suite experience and proficiency

Responsibilities

  • Providing support to the Senior Bankers to enable them to meet customer needs
  • Acting as a key point of contact to customers to provide ongoing day to day support
  • Preparing financial proposals, client presentations, and undertake analysis for both existing and prospective customers
  • Detailed customer research, financial and credit analysis, local and global profitability analysis in coordination with the local Senior GTB Institutional Sales Bankers (GTB ISB), Global FIs Bankers and product partners, to present to opportunities to our business and risk committees
  • Supporting on day-to-day activities including client planning, pipeline management, coordination with product partners
  • Attend client meetings as necessary
  • Maintain the Customer Relationship Management system for pipeline and profitability reporting
  • Ensure integrity of domestic/global profitability information is adequately reported in our global client management and profitability tool
  • Participate in the deals and discussion with clients alongside the GTB ISBs to gain as much experience of client management and cross-border banking
  • Effective interaction with global CIB Bankers and product partners across the organization
  • Ensuring consistent application of BBVA policies and adhere to regulatory, financial, and legal standards to minimize business and reputational risk

Benefits

  • generous employee benefits package
  • discretionary bonus
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