ADDITIONAL QUALIFICATIONS

• Must have basic FX knowledge, including quotations, products (spots, forwards, options, swaps), arbitrage calculations between FX and global interest rates, risk management (identifying FX risks, understanding clients’ risk appetites, and offering best solutions), together with excellent verbal/written communication skills sufficient to interact with all levels of bank personnel and customers.
• Demonstrated use of effective sales, communication and presentation skills required, consistently proving accountability of his/her own work and building trust with internal and external clients.
• Requires pro-active interpersonal and business development skills to work with Business Development Officers and Relationship Managers to service CNB foreign exchange clients.
• Maintains knowledge required to serve as alternate contact for portfolio of clients for Senior Advisors and Team Leaders.
• Good organizational skills and attention to details with the ability to handle multiple tasks simultaneously.
• Must have computer literacy, with proficiency on Microsoft Office Excel and Powerpoint skills, to create, digest and improve accurate reports and presentations for sales activity and growth.
• FX sales background in the entertainment, small businesses and real estate industries will be a plus, since these are the majority of the clients.

ABOUT US

Since day one we’ve always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us.

• Work closely with relationship managers to identify, discuss, and enable foreign exchange products and services to the bank’s current clients and prospects
• Provide pricing support and cover for all non-dollar denominated activity per pricing policy. Adheres to bank foreign exchange policies
• Develop FX marketing and presentation materials
• Monitor and support the bank’s efforts to ensure fair and competitive pricing as defined in the FX pricing policy.
• Act as initial contact for sales of electronic trading systems.
• Interface with various operations units to ensure that FX client issues and concerns are addressed.
• Interface with credit and legal teams to ensure timely approval and execution of legal documents (such as ISDA)
• Consult and work jointly with the FX Sales Manager and Team Leads to develop new strategies for expansion of FX client base to new areas of expertise.
• Involved with special projects, new product and service development and enhancements
• Maintain current knowledge of all bank products and services, analyzes customer needs and cross-sells products to fit those needs.
• Maintain a proactive commitment to established bank programs, such as CustomerFirst, Community Reinvestment Act (CRA) and Affirmative Action.
• Comply fully with all Bank Operational and Credit policies and procedures as well as all regulatory requirements (e.g. Bank Secrecy Act, Know Your Client, Community Reinvestment Act, Fair Lending Practices, Code of Conduct, etc.).