Portfolio Company Careers

Discover opportunities across our network of values-driven companies!
Sovereign’s Capital
Sovereign’s Capital
50
companies
693
Jobs

Stormwater Erosion Inspector - Ft. Myers, FL

Path Light Pro

Path Light Pro

Fort Myers, FL, USA
Posted on Wednesday, June 5, 2024
Description

JOB CLASSIFICATION

Full / Part-time: Full-time

Hours Per Week: 40

Location: 1801 South 2nd Street McAllen, TX 78503

The Global Services Sales Manager will increase department profitability working closely with the Commercial Bankers, Relationship Managers, Retail Banking Center Personnel and Lending staff to serve as the primary sales force for the Global Services Department products. The Global Service Sales Manager will supplement sales efforts by supervising the functions of the FX Bankers as well as his/her independent sales efforts. Mainly providing key insight to potential organic growth and the identification of non-existing customers doing international business and transactions. The job summary includes but is not limited to growth of the international customer base, handle customer inquiries in person or by phone, explain the institutions products and services, refer customers to the appropriate personnel other areas of the bank.

ESSENTIAL DUTIES

The duties listed below may not include all responsibilities that the person in this role may be asked to perform. Incumbent may be required to perform other related duties as assigned.

1. Represents Vantage Bank and Global Solutions in internal and external settings for Currency Exchange, Forwards and Derivatives, Hedge Products, FX Credit Lines and International Trade Letter of Credit.

2. Partners across the Vantage Bank organization to target and build opportunities for Global Services solutions and depository business.

3. Achieves annual performance metrics for new business sales, call efforts, revenue growth, client retention, and profitability.

4. Manages and maintains and accurate and timely sales pipeline.

5. Serve as a mentor to the FX Bankers increasing their industry, system and sales acumen.

6. Contributes to the product development process with market-based knowledge, client/prospect feedback, and a balanced business- based approach.

7. Review and evaluate regular reports of branch activities, potential customers, cold visits, new prospects.

8. Identify potential customers and follow up on cold visits.

9. Conduct presentations in a mixer setting and follow up with visits after the events for prospects.

10. Travel within the US and Mexico for potential customers, follow up visits, system integration and online platform implementation.

11. Provide detailed reporting and leads to the branch network and Market Presidents with periodic monitoring and follow up.

12. Promote sales culture and ensure that the Global Service Department’s staff receives proper training to demonstrate abilities to sell Global Services products to reach the sales goals.

13. Evaluate potential prospects in the region, develop partnership with sales representatives, Commercial lenders, Branch managers and TMO services for opportunities for business development.

14. Constantly enhance and implement the sales plan to ensure that branches meet their income goals.

15. Support FX Banker to quote exchange rates to customers and branches.

16. Deal transactions with liquidity providers and manage the foreign currency risk position exposure following internal procedures.

17. Performs all other task as assigned.

18. Assure compliance with all Bank policies and procedures, as well as all applicable state and federal banking regulations, which include BSA, CIP, and OFAC requirements as they apply to this particular job title/position.

BANK SECRECY ACT (BSA)

All employees of Vantage Bank Texas, herein referenced to as the “Bank”, must comply with the terms of the BSA Policy upon acceptance of this position. The primary responsibility for enforcement of this policy and its operating procedures rests with the BSA/AML/OFAC Officer. However, it is the responsibility of each employee to take the required BSA training modules and become familiar with and adhere to the Bank Secrecy Act, Anti Money Laundering and Office of Foreign Asset Control Policy.

Requirements

These specifications are general guidelines based on the minimum experience normally considered essential to the satisfactory performance of this position. The requirements listed below are representative of the knowledge, skill and/or ability required to perform the position in a satisfactory manner. Individual abilities may result in some deviation from these guidelines.

· Requires a bachelor’s degree in Finance, Business Administration, Economics or the equivalent training and/or experience.

· Five years of banking experience with international clientele.

· Three years of experience in dealing with the foreign currency markets and its derivatives.

· Dynamic, Bilingual skills a must.

· Ability to multitask the in the utilization of bank platforms.

· Willing to travel domestically and internationally.

· Well versed in wire transfer fulfillment and processing both domestic and international.

· Experienced in implementing measures to minimize security, fraud and customer risk when processing and or servicing.

· High powered customer sales and service attitude.

· Proven record as a team player and leader in a previous role is also preferred.

· Microsoft Excel knowledge.

· Versatility, flexibility and a willingness to work within constantly changing priorities with enthusiasm.