Job Description
First Citizens Bank is seeking a motivated and detail-oriented FX Sales Analyst to join their dynamic Foreign Exchange team. This developmental analyst position will support the Corporate FX Sales team with operational tasks, client service coordination, and sales support while developing the skills necessary for a career in Corporate FX sales.
Responsibilities
- Shadow senior salespeople on client calls and meetings to develop sales acumen and client relationship skills
- Develop foundational knowledge of FX products, pricing, and risk management through on-the-job training
- Build relationships with internal partners across Product, Trading, Credit, and Operations
- Gradually expand responsibilities and client-facing activities based on performance and readiness
- Participate in client discovery conversations to understand business needs and FX opportunities
- Assist senior salespeople with preparation for client meetings (materials, research, logistics)
- Support planning and execution of client events (logistics, invitations, budget tracking)
- Gather market intelligence and competitive data to support sales strategy
- Prepare presentation materials and client-facing documents as needed
- Assist with CRM hygiene and data management (call reports, opportunity tracking, contact updates)
- Respond to routine client inquiries regarding trade status, payment tracking, and account services
- Coordinate with internal partners (Product, Credit, Operations) to gather information for client requests
- Support relationship management activities for assigned client segments
- Investigate and resolve payment issues, including wire tracking, trade confirmations, and settlement exceptions
- Execute buybacks, amendments, and trade corrections under supervision
- Serve as primary liaison between Sales and Middle Office/Operations teams to expedite issue resolution
- Support trade booking and transaction workflow when senior salespeople are unavailable or out of office
- Monitor and assist with compliance requirements for client transactions
- Contribute to team-wide sales initiatives and campaigns
- Assist with data analysis and reporting for sales performance tracking
- Participate in cross-functional projects as assigned
Skills
- Bachelor's Degree and 1 years of experience OR High School Diploma or GED and 5 years of experience
- Strong analytical and problem-solving abilities
- Exceptional attention to detail and organizational skills
- Professional written and verbal communication skills
- Ability to work effectively in a fast-paced, dynamic environment
- Proficiency in Microsoft Office Suite (Excel, PowerPoint, Outlook)
- Team-first attitude and willingness to handle operational tasks
- Proactive mindset with a 'bias toward action'
- Interest in developing sales and client relationship skills
- Basic understanding of financial markets and foreign exchange concepts
- Familiarity with Bloomberg or other financial analysis tools
- Prior experience in banking operations or client service roles
- Demonstrated interest in capital markets or institutional sales
Benefits
- Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.
Company Overview
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