Account Representative – Financial Institutions

We are looking for a growth-minded individual to join our team of financial institution account managers. The role will responsible for managing a portfolio of financial institutions accounts.

You Will Be Responsible For

Providing 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.
Rate negotiation to secure large value or competitive quotes
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.
Can be Sydney or Melbourne based

You Should Apply If You Have

Customer focused individual with strong initiative/drive & passion for foreign exchange and payments.
3+ years of work experience in financial institutions and/or FX Sales.
3+ years’ experience working within the Foreign Exchange industry.
3+ 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 computer skills, including salesforce.com, excel and PowerPoint.
Strong problem-solving skills along with excellent presentation, verbal, and written communication skills.
RG146 Certified (preferred but not essential)
Strong attention to detail.

About Convera

Convera is the largest non-bank B2B cross-border payments company in the world. 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.

Convera jobs

Account Representative