Direct Sales Representative (Banking) jobs in San Francisco, CA

Are you client focused and enjoy building relationships? Join the team helping to support US Headquartered companies with their international business needs! 

As a Commercial Bank International Sales Associate within our dynamic team, you will play a critical role in our growth strategy. You will assist the International Product Specialists and provide credit and financing, treasury and payment services, and international banking services to clients including corporations, municipalities, institutions, real estate investors and owners, and nonprofit organizations. You will work in close partnership with the International Product Specialists (IPS), US based Middle Market bankers and Treasury Management Officers; as well as other Product Specialists from across the Firm to identify and support the broader banking needs and requirements of Commercial Bank clients. We view global expansion as a long-term commitment and offer international banking capabilities that empower our clients to establish successful, global businesses.

Job Responsibilities

• Service the specific non-US corporate banking needs of the firm’s targeted prospects and clients
• Assist our colleagues to manage the implementation, on-boarding & ramping of new business mandates from clients & prospects 
• Uncover and scope new sales opportunities within the existing client base
• Maintain ongoing client relationships which may include reviewing pricing reviews/changes, obtaining exception approvals, addressing legal or compliance reviews
• Prepare for key client meetings including creating and updating presentation materials, performing client research, obtaining relationship details from across the firm
• Manage the client onboarding/implementation experience 
• Manage deal pipelines and monitor portfolio profitability

Required qualifications, capabilities, and skills 

• 3 years’ experience in banking, finance, consulting or finance sales
• Strong Excel and PowerPoint skills
• Exceptional verbal and written communication skills with ability to build and maintain relationships globally
• Excellent problem solving and critical thinking skills with strong attention to detail
• Persistent and detailed follow-up 
• Enjoys working in a client-facing role, with eventual opportunity through career advancement of managing their own portfolio of clients
• Ability to thrive in a dynamic work environment and learn via networking and peer to peer education
• Bachelor’s Degree or higher in finance, economics, or related field

Preferred qualifications, capabilities, and skills

• 1 years’ of Treasury experience 
• Interest in learning international corporate banking