FX Business Development Officer

About the role

The FX Business Development Officer plays a critical role in driving the growth and expansion of U.S. Bank's Foreign Exchange business across various client segments including Consumer Banking, Emerging and Affluent Wealth, Small Business Banking, and Business Banking.

Responsibilities

• Possess a strong business development mindset and a passion for helping clients navigate international financial needs.
• Prospect and develop new FX opportunities across Consumer, Wealth, Small Business, and Business Banking segments through internal referrals, portfolio reviews, market intelligence, and outbound sales activities.
• Build and maintain a robust pipeline of prospective clients with cross-border payment, foreign currency, and international banking needs.
• Identify opportunities among clients involved in international trade, overseas real estate transactions, foreign investments, international education expenses, family support payments, and other global financial activities.
• Conduct outbound calling campaigns and business development initiatives designed to generate qualified opportunities and expand FX penetration.
• Support efforts to acquire both new-to-bank relationships and deepen existing client relationships through additional FX and international payment solutions.
• Participate in client meetings, discovery calls, and sales presentations alongside senior FX sales professionals.
• Engage directly with clients to understand international business and personal banking needs, identify opportunities, and present appropriate FX solutions.
• Aid in the sales process from opportunity identification through transaction execution and relationship expansion.
• Help coordinate onboarding activities, documentation requirements, product implementation, and trade readiness efforts.
• Build strong relationships with branch leadership, wealth advisors, business bankers, small business specialists, and treasury partners.
• Increase awareness of foreign exchange solutions across referral channels through ongoing education, training, and joint calling efforts.
• Assist in developing and executing partner engagement strategies designed to increase referral activity and FX market penetration.
• Deliver presentations, market updates, and educational sessions that help partners identify clients with international banking needs.
• Coordinate with Trading, Operations, Treasury Management, Credit, Compliance, and Legal teams to ensure seamless client onboarding, execution and support.
• Assist with transaction processing, payment investigations, client service requests, and issue resolution.
• Maintain accurate client records, opportunity tracking, pipeline reporting, and CRM documentation.
• Ensure all activities are conducted in accordance with U.S. Bank policies, regulatory requirements, and risk management standards.

Qualifications

• Bachelor's degree in Finance, Economics, Business Administration, International Business, or a related field.
• 5+ years of experience in Foreign Exchange, Treasury Management, Wealth Management, Business Banking, Retail Banking, or Financial Services sales.
• Demonstrated ability to prospect, onboard and develop relationships, and generate new business opportunities.
• Understanding of foreign exchange markets, international payments, and cross-border banking solutions.
• Strong communication, presentation, and interpersonal skills.
• Ability to effectively engage both clients and internal business partners.
• Strong organizational and analytical skills with experience using Excel, CRM platforms, and sales pipeline management tools.

Preferred Qualifications

• Experience selling or supporting foreign exchange, treasury management, payments, or international banking solutions.
• Knowledge of Spot FX, Forward Contracts, Cross-Border Payments, Currency Orders, and related products.
• Experience working with branch networks, wealth management teams, small business bankers, or commercial banking partners.
• Knowledge of CRM platforms, Power BI, and lead generation lists.
• Proven success generating opportunities through prospecting, referral development, and relationship-based sales.
• Interest in global markets and international commerce.