CRM Dealing Floor Manager
Travelex Global Business Payments is the business payments division of the Travelex Group, headquartered in Washington DC. With over 30,000 customers and operations in over 35 countries worldwide, Travelex is a recognized world leader in the payments industry.
Responsibilities
Manage teams of Client Managers and provide effective leadership to ensure:
- Travelex retains it core clients – Every Customer Counts
- Revenue enhancement opportunities are identified and actively pursue them
- Top to Top personal involvement in the top 100 accounts
- Personnel policies and procedures managed and enforced
- Implement and maintain an enhanced retention action plan
- Actively involved in Hiring, training and performance management
Liaise with Field Sales reps to ensure:
- New accounts are properly setup and First time trades are properly handled
- Client walk through of First Time Trades on GlobalPay
- Involvement in Top opportunities at the selling stages
Risk Management:
- Actively and effectively enforces Travelex Risk Manager policies and procedures
- Provide effective escalation point to Risk management issues: margin calls, requests for credit increases and exception signoff on trading procedures (ie. Overnight orders, rollovers…)
Liaise with Operations and back office to ensure the process is enhanced to achieve:
- Higher customer service / lower errors
- Lower cost and increase efficiencies
Requirements
- Minimum of 5 years in FX and/or Payment industry experience in a customer facing role
- Superior customer management and a proven record of retaining and growing a book(s) of business
- Knowledge of hedging product is essential
- Hands on knowledge of credit policies and trading procedures is preferred
- Familiarity with Travelex products (GP, GP alliance, FDBM and GP plus) is preferred
- Ability to work with internal partners (operations, back office, credit, finance, and HR) effectively
- Ability to motivate and inspire a team, while effectively enforcing rules and guidelines
Travelex is an equal opportunity employer that believes in growing and promoting a diverse work force. We believe in creating an environment where you can be challenged and improve your skills, gain professional development within your discipline, build your resume, and work with other motivated individuals. Our organization also firmly believes in an open door policy for all staff and we foster open communications between all disciplines, departments, and offices within the company at large.
Travelex associates are remunerated for their efforts with competitive salaries and benefits packages.
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To apply, please send resume and cover letter to recruiting@travelex.com.
EOE. No sponsorship, relocation, or third-party providers please.
