Sales Rep, FX
About The Position
The FX Sales Representative works within the Payments group on the Corporate Foreign Exchange (FX) sales team. This position is responsible for driving foreign exchange sales revenue through high-quality client servicing, strong internal partnerships, and excellence in the sales process. Essential Functions Demonstrate proficiency in foreign exchange markets and products, including spot transactions, forward contracts, swaps, and options Provide clients with consultative FX risk management and transactional FX solutions tailored to their business needs Direct effective onboarding, including documentation, credit lines, and platform setups Deliver excellence in customer service and trade execution across all client interactions Employ a strategic approach to business development built upon a structured sales management process Maintain a quality FX pipeline in Salesforce Plan and host client education sessions and engagement events to strengthen relationships Foster strong relationships and collaboration with internal stakeholders and product partners Contribute to a strong, team-oriented culture and embody Key’s core values Invest in ongoing professional development and remain current on market trends and industry best practices Demonstrate proficient understanding of risk management within the broader business and industry context Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Requirements
- Bachelor's Degree or equivalent experience (preferred)
- 3+ years experience in banking, fintech, or corporate environment (required)
- NFA Associated Person Certification within 90 Days (required)
- Solid understanding of FX products such as spot, forward contracts, swaps, and options, along with basic market dynamics
- Effective at building and maintaining client relationships through attentive service and thoughtful account support
- Experienced in supporting sales initiatives, managing pipelines (e.g., Salesforce), and contributing to revenue growth
- Familiar with identifying and discussing FX risk exposures, including basic balance sheet and cash flow hedging concepts
- Proficient at conducting quantitative and qualitative analysis to support client recommendations and internal decision-making
- Strong verbal and written communication skills for client interactions, presentations, and team collaboration
- Experience working in team environments and supporting junior colleagues
- Knowledgeable in FX trading platforms, Bloomberg, Reuters, Microsoft Office Suite, and CRM tools such as Salesforce
- Basic understanding of financial regulations, hedge accounting principles (US GAAP), and industry compliance standards
- Proactive in staying informed about market trends, regulatory updates, and pursuing ongoing professional development
Nice To Haves
- Prior sales experience (preferred)
Responsibilities
- Demonstrate proficiency in foreign exchange markets and products, including spot transactions, forward contracts, swaps, and options
- Provide clients with consultative FX risk management and transactional FX solutions tailored to their business needs
- Direct effective onboarding, including documentation, credit lines, and platform setups
- Deliver excellence in customer service and trade execution across all client interactions
- Employ a strategic approach to business development built upon a structured sales management process
- Maintain a quality FX pipeline in Salesforce
- Plan and host client education sessions and engagement events to strengthen relationships
- Foster strong relationships and collaboration with internal stakeholders and product partners
- Contribute to a strong, team-oriented culture and embody Key’s core values
- Invest in ongoing professional development and remain current on market trends and industry best practices
- Demonstrate proficient understanding of risk management within the broader business and industry context
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
