THE OPPORTUNITYThe VP, Foreign Exchange Advisor is responsible for developing, retaining, and expanding foreign exchange relationships within assigned client segments, business lines, or markets. This position works closely with Bankers and Global Treasury Management Sales to identify foreign exchange opportunities, understand client objectives, and recommend appropriate solutions. Supports foreign exchange sales activities from initial opportunity identification through execution and ongoing relationship management. This individual is expected to maintain knowledge of foreign exchange products and market developments while delivering responsive, accurate, and professional service to clients and internal partners. Performs all duties in accordance with the Company's policies and procedures, all U.S. state and federal laws and regulations, wherein the Company operates.
HOW YOU'LL MAKE A DIFFERENCE- Partner with Bankers and Global Treasury Management Sales to identify and develop Foreign Exchange opportunities within assigned client portfolios and target markets.
- Assist clients in understanding 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 strong relationships with clients and internal partners to deliver a seamless and responsive Foreign Exchange experience.
- Prepare and present client-facing proposals, market commentary, and solution recommendations that address client needs.
- 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 while maintaining knowledge of market trends, products, and industry developments.
- Follow all established policies and procedures.
- Perform other duties and projects as assigned.
WHAT YOU'LL BRING- 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 timely.
- 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 success of the broader organization.
- High school diploma or equivalent required.
HOW WE'LL SUPPORT YOU- Financial Security: You will be eligible to participate in the company's 401k plan which includes a company match and immediate vesting.
- Health & Well-Being: We offer comprehensive insurance options including medical, dental, vision, AD&D, supplemental life, long-term disability, pre-tax Health Savings Account with employer contributions, and pre-tax Flexible Spending Account (FSA).
- Building & Supporting Your Family: Banc of California partners with providers that offer adoption, surrogacy, and fertility assistance as well as paid parental leave and family support solutions including care options for your family.
- Paid Time Away: Eligible team members receive paid vacation days, holidays, and volunteer time off.
- Career Growth Opportunities: To support career growth of our team members, we offer tuition reimbursement, an annual mentorship program, leadership development resources, access to LinkedIn Learning, and more.
The base salary ultimately offered is determined through a review of education, industry experience, training, knowledge, skills, abilities of the applicant in alignment with market data and other factors.
