Supporting and servicing the clients of the Retail, Small Business Banking, Affluent Wealth and Business Banking segments.
Day-to-day execution of FX transactions, payment investigations and resolution.
Prospecting and developing new clients; maintaining a portfolio of existing clients and providing FX payment, investment and risk management solutions.
Work closely with retail branches, senior marketers and relationship managers to identify, discuss, and enable foreign exchange products and services to the bank's current clients and prospects.
Assist in the preparation of marketing and presentation materials.
Serve as a key contact for current customers and internal partners with seamless client coverage when senior marketers are traveling.
Coordinate with credit and legal teams and clients to ensure timely approval and execution of ISDA documentation.
Work in partnership with senior marketers to directly assist clients with regulatory onboarding requirements.
Administer trading platform access and configuration for clients and FX team members.
Data input and other supporting duties.
Serve as a liaison between the FX Operations (Back/Middle Offices) and the front office to resolve settlement, investigation or other related operations issues.
Special projects, new product/service development and enhancements.
Requirements
Bachelor’s Degree. Major or minor in economics or finance preferred, including coursework in financial accounting and statistics. Other mathematical or engineering disciplines would be considered.
Preference having prior experience working on a foreign exchange sales desk or in a FX middle office position.
Deep understanding of the foreign exchange markets and foreign exchange products including spot, forwards, swaps and options.
At least 1 year of sales experience in a financial services environment, including branch banking, wealth management or brokerage firms.
Knowledge of FX strategies and solutions, financial markets and banking products and services is a plus.
Requires the ability to work independently and efficiently with minimal supervision in a high productivity and time sensitive environment.
Must be able to communicate clearly and effectively and possess a salesperson’s mentality.
Should have a strong aptitude for working with numbers, along with excellent attention to details.
Fluency in English and Japanese a plus.
Excellent Excel, Access, and Word skills.
Solid foundation of economics and finance theory; well-versed in current economic conditions and outlook including monetary policy, growth/inflation, and the current interest rate environment.
Exceptional interpersonal skills, both oral and written.
Acute attention to detail.
Self-motivated with a keen desire to learn and contribute within a dynamic team environment.
Benefits
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