Exchange bank: how to work in the sales area?26/04/2023
Find out what the day-to-day life of foreign exchange operations is like and how to be part of a financial institution’s sales team.
Whether for new talent or professionals with experience in the field, the financial solutions market is full of opportunities. Data from the Global Fintechs Rankings, prepared by Findexable in 2021, show that Brazil already occupied the 1st position among the Latin American countries that represent the large global ecosystems of finance startups (fintechs). Also considering traditional banks and exchange banks, it is possible to have an idea of the size of the sector.
In the foreign exchange sphere, where services and technologies are developed to facilitate the flow of values between different countries and their respective currencies, there is a role that is irreplaceable: the consultants who work in the commercial area. Meeting the demands of each client, understanding their particularities, and promoting the exchange rate closing in the most advantageous and safe way possible is just one of the attributions of this professional.
Currency exchange: what it’s like to work in the commercial area of a bank
A daily life full of challenges, where communication and resilience are key to success. The commercial area of an exchange bank like Bexs serves representatives of small and medium-sized companies on a daily basis, enabling international remittances in operations that can be customized and structured on a case-by-case basis.
In addition to executing the exchange rate closing, the sales professional is also responsible for prospecting new clients and increasing business with clients who are already part of their base or were at some point. Through a close service, via telephone or Whatsapp, all doubts are answered in a transparent manner, strengthening the relationship.
Keeping up to date with the main world news, incorporating small operational improvements into daily life, being flexible with clients, knowing how to work under pressure and being resilient to overcome adverse situations are characteristics that are highly valued in this area.
Challenges of a career in the Financial Market
Dealing with people and different opinions and maintaining motivation to overcome small day-to-day challenges are fundamental attitudes to be able to remain in this market. In this way, the professional will be able to achieve the bold goals, in addition to providing good customer service, increasing the number of registrations and reducing churn.
According to Pedro Auriemo, Head of Sales at Bexs, building a good team relationship is essential for anyone wanting to be part of a sales team: “In a highly competitive market, interpersonal skills are essential for professionals to play an increasingly important role . Here at Bexs, we value human development, in addition to all the technical support that is passed on to employees”.
Each employee has well-defined functions and responsibilities, and works in pairs both in prospecting for clients and in carrying out foreign exchange operations. Thus, in addition to offering a more complete customer support, there is room for exchange and mutual development.
Work in the commercial area of Bexs
Bexs is an exchange bank with more than 30 years of experience in developing cross-border exchange and payment solutions.
Combining expertise in exchange regulation with an innovative approach to online payments, we provide our teams with study incentives (nearly half of the sales team obtained a scholarship for an MBA, postgraduate or master’s degree), on-site training to develop skills, direct contact with areas such as Compliance, Legal and Back Office, in addition to the possibility of working with other cultures.
Be part of a diverse team and experience a work environment that promotes professional growth and work-life balance while helping Brazil cross borders through foreign exchange. Discover the vacancies!