Associate - Financial Institutions Sales - Global Transaction Banking USA

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BBVA is a global company with more than 160 years of history that operates in more than 25 countries where we serve more than 80 million customers. We are more than 121,000 professionals working in multidisciplinary teams with profiles as diverse as financiers, legal experts, data scientists, developers, engineers and designers.

About the job:

The GTB Institutional Sales group is part of the Global Transactional Banking (GTB) division and plays a key role within BBVA’s global Corporate & Investment Banking (CIB) network. The team is responsible for delivering transactional banking coverage to local and international Financial Institutions and Financial Sponsors. GTB Institutional Sales aims to provide consistent, in-depth, and dedicated coverage across the BBVA network, with the goal of deepening relationships with our clients and supporting their strategic and operational needs.

We are seeking a dynamic, globally minded professional capable of thriving in a fast-paced environment and delivering best-in-class service to both existing and prospective institutional clients with operations in the US. The individual will collaborate closely with local and global relationship management teams to provide seamless client coverage and support.

The role involves proactively supporting the Senior Bankers of the GTB Institutional Sales Team  to help them achieve the strategic and financial goals of the GTB division. This includes enhancing client engagement, optimizing internal processes, and enabling bankers to spend more time developing client relationships and growing revenues.

The candidate will assist bankers with the preparation of call reports, industry and client research, financial and profitability analysis, and the development of materials for internal reporting and client presentations. Additional responsibilities include supporting bankers in client meetings, preparing presentation materials, managing onboarding and credit approval workflows, and overseeing the implementation of banking products and solutions. Ensuring the efficient and accurate use of Customer Relationship Management (CRM) and other internal systems is also a key aspect of the role.

Moreover, the candidate will take ownership of the full lifecycle of client onboarding, credit application processes and renewals, while also contributing to ad hoc projects for the Head of GTB.

Major/Essential Job Duties: 

• Providing support to the Senior Bankers to enable them to meet customer needs

• Acting as a key point of contact to customers to provide ongoing day to day support

• Preparing financial proposals, client presentations, and undertake analysis for both existing and prospective customers

• Detailed customer research, financial and credit analysis, local and global profitability analysis in coordination with the local Senior GTB Institutional Sales Bankers (GTB ISB), Global FIs Bankers and product partners, to present to opportunities to our business and risk committees

• Supporting on day-to-day activities including client planning, pipeline management, coordination with product partners

• Attend client meetings as necessary

• Maintain the Customer Relationship Management system for pipeline and profitability reporting

• Ensure integrity of domestic/global profitability information is adequately reported in our global client management and profitability tool

• Participate in the deals and discussion with clients alongside the GTB ISBs to gain as much experience of client management and cross-border banking

• Effective interaction with global CIB Bankers and product partners across the organization

• Ensuring consistent application of BBVA policies and adhere to regulatory, financial, and legal standards to minimize business and reputational risk

Level of Complexity and Risk Involved:  

• The Transaction Banking area has many complexities due to the cross-border nature of the clients, which will require the candidate to fully understand the Bank’s BSA/AML and RegW policies and procedures that affect the on-boarding and day-to-day activities of the clients.

• In addition, the Transaction Banking area is expected to manage and mitigate operational risks resulting from their day-to-day activities, as part of the “first line of defense” within the Internal Control model of the Bank. This will require in-depth knowledge of the clients, as well as, the products and services that are offered to the clients and the potential risk associated with them.

Skills, Knowledge, Abilities/Competencies:

• Minimum 2-3 years of work experience in banking with a specific focus on corporate or financial institutions banking, cross-border banking or transaction banking 

• Bachelor’s Degree in Finance, Accounting or related fields.

• Fluent in English and fluent in Spanish (preferred).

• Excellent range of communication skills, including written, verbal, with a desire to be in a client facing role.

• Strong analytical skills coupled with adapting quickly to new applications and service platforms

• Advanced computer skills, particularly in Excel, PowerPoint and MSWord. Google product suite experience and proficiency, preferred.

• Self-starter, team player and ability to work independently and take ownership of assignments

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

With respect to this position in our New York Office, the expected base salary ranges from $115,000 to $125,000. It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

*Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for these positions

Legal requirements

It is not typical for offers to be made at or near the top of the range. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus.

Pay Transparency Policy Statement

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).

Individuals with Disabilities

BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: [email protected] or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.

*The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.

EEO Statement

BBVA USA, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities.

View the "EEO is the Law" & "View the EEO is the Law Supplement Poster" poster. BBVA USA, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.