Forex Account Officer (Hybrid) CEBU

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Overview

Forex Account OfficerCEBU | Hybrid | Monday - Friday | Dayshift key responsibilities Proactively identify, generate,

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OtherOfficer

~1 min read

→Proactively identify, generate, and convert new lead opportunities while driving sales growth across assigned foreign exchange accounts.
→Present, promote, and sell comprehensive FX products and financial services to prospective and existing clients.
→Negotiate competitive foreign exchange pricing, structure favorable trade terms, and execute transaction bookings accurately and efficiently.
→Ensure full, strict compliance with internal operational policies, Anti-Money Laundering (AML) standards, and national financial regulatory requirements.
→Maintain high client satisfaction through dedicated account management, timely issue resolution, and exceptional customer service.
→Monitor, track, and regularly report on individual sales performance, pipeline activity, and emerging market trends to management.
→Conduct product presentations and educational sessions for clients and partners to drive product awareness and adoption.
→Coordinate closely with internal units—including Operations, Risk, Compliance, and Treasury—to ensure smooth, seamless service delivery.

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Educational Background: Bachelor’s Degree Graduate of any 4-year course (preferably in Business, Finance, Economics, Marketing, or a related field).
Work Experience: At least 2 years of Sales experience in the banking industry, commercial FX operations, or a related financial services field.
Strong understanding of foreign exchange transaction mechanics, financial products, and regulatory standards.
Proven track record in lead generation, consultative selling, client acquisition, and account management.
Excellent interpersonal, communication, presentation, and negotiation skills.
Proficient in handling CRM tools, spreadsheet software, and office applications.