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The Lead Generator will source and handle multi-faceted relationships as you call on prospective and existing clients to generate FX transaction activity inside and outside of the Bank's physical geographical footprint. In addition to FX transaction activity, the Lead Generator will work with Bank partners to cross-sell a wide variety of Bank products, including loans, deposits, and other fee businesses.
The primary client and prospect universe for a Lead Generator will include companies of all sizes but generally have revenues in excess of $25 million and may have cross sell opportunities for the Bank. You will determine appropriate targets, understand their FX needs, hedging requirements, business background, competitive dynamics, and counterparty suitability. As transactions develop you will be responsible for managing CRM, onboarding documents, including legal agreements, onbase information, onboarding memos, and arranging system demos and/or introduction to the trading desk. Lead Generators will use Senior Traders as a point of escalation for their more complex transactions.
Your responsibilities include marketing FX, including preparing for client calls, making sales calls, developing COI relationships, and call follow-up as well as monitoring and enhancing profitability on all assigned relationships. Lead Generators should also introduce Bank product specialists as appropriate to pursue cross sell opportunities. The Lead Generator participates in the achievement of corporate sales and service goals to build customer (external/internal) relationships and enhance shareholder value.
Essential Functions/Responsibilities
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