Senior Associate, Account Manager, GlobeSend, Global Transaction Services
Core
Manage and grow a portfolio of SME clients engaged in import/export or cross-border business, driving FX transaction volume and revenue.
Role type
Senior Associate Account Manager (FX & Cross-Border Payments)
Builds
Cross-border payment and foreign exchange solutions for SMEs
Domain
Banking / Financial Services / Cross-Border Payments
Deliverable
product features
Required skills
Portfolio management, revenue forecasting, client relationship management, KYC/CDD compliance, upselling/cross-selling, regulatory compliance
Preferred skills
SME banking experience, FX sales, cross-border payments, treasury services, telemarketing, fintech, payment institution
Technologies
None stated
Responsibilities
Manage assigned portfolio of SME clients, drive FX transaction volume and revenue, conduct portfolio reviews for upsell opportunities, activate dormant clients, perform periodic KYC and CDD reviews, ensure regulatory compliance
Seniority
Mid-level, hands-on IC