oraclecloudinfrastructure
The Transaction Banking Specialist - Affluent role focuses on achieving FX revenue budgets and enhancing wallet share for existing customers while acquiring new ones. The specialist supports Relationship Managers in client acquisition and drives digital activation of current accounts through CMS and Trade Online solutions. Additionally, the role involves addressing customer queries, conducting training, and organizing events to originate Trade & Forex and CMS business.
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Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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