Available Positions

Financial Sales Specialist at Consulting Firm in Jersey City, New Jersey, United States — $50K-$55K

  • Financial Services
  • Consulting Firm
  • $50K-$55K
  • Jersey City, New Jersey, United States
  • 5/24/20

Job ID: 34900

Job Description

Manage the coordination of cross border on-boarding requests

Work closely with local CM including sharing information and providing guidance

Accountable for ensuring Management Information reporting is delivered

Assist with gathering of information for the annual credit review process

Proactively interact with the credit team to ensure new lines and any amended lines are approved and updated in the Global Risk Portal

Work closely with the legal documentation team to achieve target dates and on-boarding deadlines

Partner with functional tax teams to understand all client-level tax requirements

Adhere to compliance and operation risk controls in accordance to banking regulatory standards, policies and practices


Associate's Degree or higher

2+ years of experience working as a Sales Administrator

In-depth knowledge about managing client conversations, relationship building and new client onboarding

Ability to work under pressure and with accuracy and efficiency

Experienced within a global markets / banking type environment

Strong client service, and operational background

Excellent problem solving, organizational and analytical skills

Outstanding written / verbal communication and presentation skills

Excel, Word, PowerPoint skills preferable


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