VP, Foreign Exchange Sales
About The Position
The VP, Foreign Exchange Advisor develops, retains, and expands foreign exchange relationships within assigned client segments, business lines, or markets. The role partners with Bankers and Global Treasury Management Sales to identify opportunities, understand client objectives, and recommend appropriate solutions. It supports foreign exchange sales from initial opportunity identification through transaction execution and ongoing relationship management, while maintaining knowledge of foreign exchange products and market developments and providing responsive, accurate, professional service to clients and internal partners. The position performs duties in accordance with company policies and procedures and applicable U.S. state and federal laws and regulations.
Requirements
- Bachelor’s degree or equivalent work experience.
- 5–7 years of relevant banking, treasury management, foreign exchange, capital markets, or related experience.
- Foreign exchange sales, trading, or client advisory experience.
- Working knowledge of foreign exchange products, including spot, forward, and swap transactions.
- Demonstrated ability to develop and manage client relationships.
- Ability to understand client needs and recommend appropriate financial solutions.
- Strong business-development, consultative selling, negotiation, and presentation skills.
- Ability to work collaboratively with Bankers, sales partners, operations teams, and other internal stakeholders.
- Ability to manage multiple client requests, transactions, and sales opportunities in a fast-paced environment.
- Strong verbal and written communication skills.
- Strong organizational skills, attention to detail, and ability to complete responsibilities effectively and on time.
- Ability to absorb and communicate information quickly and accurately.
- Ability to exercise sound judgment and escalate matters appropriately.
- Ability to maintain professionalism and a positive attitude under pressure.
- Ability to work independently while contributing to a collaborative team environment.
- Strong desire to succeed individually and contribute to the broader organization’s success.
- High school diploma or equivalent required.
Responsibilities
- Partner with Bankers and Global Treasury Management Sales to identify and develop foreign exchange opportunities within assigned client portfolios and target markets.
- Help clients understand foreign exchange risks and opportunities and recommend appropriate spot, forward, and swap solutions.
- Build and maintain a pipeline of qualified opportunities to support revenue growth and expand client relationships.
- Develop relationships with clients and internal partners to deliver a responsive foreign exchange experience.
- Prepare and present client-facing proposals, market commentary, and solution recommendations.
- Negotiate pricing and fees within approved parameters and coordinate transaction execution with internal stakeholders.
- Serve as a foreign exchange resource for clients and business partners and maintain knowledge of market trends, products, and industry developments.
- Follow established policies and procedures.
- Perform other duties and projects as assigned.
Benefits
- Company 401(k) plan with company match and immediate vesting.
- Comprehensive insurance options, including medical, dental, vision, AD&D, supplemental life, and long-term disability.
- Pre-tax Health Savings Account with employer contributions and pre-tax Flexible Spending Account.
- Adoption, surrogacy, and fertility assistance.
- Paid parental leave and family support solutions, including family care options.
- Paid vacation days, holidays, and volunteer time off for eligible team members.
- Tuition reimbursement.
- Annual mentorship program.
- Leadership development resources.
- Access to LinkedIn Learning.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
