Senior Account Representative – Financial Institutions
An Senior Account Representative- Financial Institutions at Convera, is responsible for delivering against all revenue and retention targets. The Candidate will work with a portfolio of financial institutions clients on their domestic and international payments to achieve set business goals. The candidate will be expected to actively service these clients on their payment requirements and be their day-to-day contact to help with inquiries and challenges in North America (USA/Canada).
You will be responsible for:
- Provide expertise in the areas of foreign exchange and payment solutions.
- Maintain excellent business relationships with clients.
- Processing and helping clients process payments over the phone or online.
- Opportunity discovery and upselling to obtain 100% wallet share.
- Monitoring market conditions.
- Ensure an excellent service delivery and develop growth opportunities within all customer segments to maximize their revenue potential and increase retention.
- Intervene and assist with problematic queries when needed by liaising with business partners and customers.
- Develop proposals with key decision-makers to offer range of appropriate solutions to support client.
You should apply if you have:
- Customer focused individual with strong initiative/drive & passion for foreign exchange and payments in North America(USA/Canada).
- Strong computer skills, including salesforce.com, excel and PowerPoint.
- Strong problem-solving skills along with excellent presentation, verbal, and written communication skills.
- 5-7 years of work experience in financial institutions and/or FX Sales.
- 5-7 years’ experience working within the Foreign Exchange industry.
- 5-7 years’ experience managing customer relationships.
- Comfortable in person/on the phone with clients to explore their needs and present solutions.
- Pro-active and takes initiative with ability to excel in a fast-paced environment.
- Driving activity, new relationships, opportunities.
- Proven ability to build and maintain customer relationships while Driving activity for new relationships, opportunities.
- Strong attention to detail.
About Convera
Convera is the largest non-bank B2B cross-border payments company in the world. Formerly Western Union Business Solutions, we leverage decades of industry expertise and technology-led payment solutions to deliver smarter money movements to our customers – helping them capture more value with every transaction. Convera serves more than 30,000 customers ranging from small business owners to enterprise treasurers to educational institutions to financial institutions to law firms to NGOs.
Our teams care deeply about the value we bring to our customers, which makes Convera a rewarding place to work. This is an exciting time for our organization as we build our team with growth-minded, results-oriented people who are looking to move fast in an innovative environment.
As a truly global company with employees in over 20 countries, we are passionate about diversity; we seek and celebrate people from different backgrounds, lifestyles, and unique points of view. We want to work with the best people and ensure we foster a culture of inclusion and belonging.
We offer an abundance of competitive perks and benefits including:
- Market competitive monthly gross salary to be discussed with Talent Acquisition team at Convera during screening call.
- Opportunity to earn an annual bonus (based on role level).
- Great career growth and development opportunities in a global organization.
- Generous insurance (health, disability, life).
- Paid holidays, time-off, and leave policies for life events (maternity, paternity, adoption).
There are plenty of amazing opportunities at Convera for talented, creative problem solvers who never settle for good enough and are looking to transform Business to Business payments. Apply now if you’re ready to unleash your potential.
