Associate – Financial Institutions Sales – Global Transaction Banking

• Providing support to the Senior Bankers to enable them to meet customer needs
• Acting as key point of contact to customers for ongoing support
• Preparing financial proposals, client presentations, and undertaking analysis for existing and prospective customers
• Detailed customer research and financial analysis
• Supporting on day-to-day activities including client planning, pipeline management, coordination with product partners
• Attending client meetings as necessary
• Maintaining the Customer Relationship Management system for pipeline and profitability reporting

• Minimum 2-3 years of work experience in banking with focus on corporate or financial institutions banking
• Bachelor's Degree in Finance, Accounting or related fields
• Fluent in English and fluent in Spanish (preferred)
• Strong analytical skills
• Advanced computer skills, particularly in Excel, PowerPoint and MSWord
• Google product suite experience and proficiency, preferred
• Self-starter, team player and ability to work independently

Demonstrates expertise in financial analysis, client relationship management, and preparation of financial proposals. Proficient in utilizing advanced analytical tools and maintaining effective communication in both English and Spanish.

• Financial Analysis
• Customer Relationship Management
• Pipeline Management
• Fluent in Spanish
• Advanced Excel Skills

• Financial Analysis
• Client Presentations
• Customer Research
• Pipeline Management
• Financial Proposals

• Strong Analytical Skills
• Self-Starter
• Team Player
• Ability to Work Independently

• Banking
• Corporate Banking
• Financial Institutions

• Excel
• Power Point
• MSWord
• Google Product Suite