Associate – Financial Institutions Sales, Global Transaction Banking

BBVA

. Support Senior Bankers in meeting customer needs and achieving GTB division goals .

Posted 10/1/2026full-timeNew York City • New York • United StatesJuniorMid-Level💰 $100,000 - $130,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client management, financial analysis, and banking operations, with a strong focus on corporate and transaction banking. Proficient in managing client onboarding, credit workflows, and ensuring compliance with regulatory standards.

Highest-signal resume keywords

Client ManagementFinancial AnalysisBanking OperationsRegulatory CompliancePipeline Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisClient PresentationsCredit Approval WorkflowsProfitability ReportingData ManagementBanking Products ImplementationBSA/AML KnowledgeRegW Policies UnderstandingExcel ProficiencyPowerPoint Proficiency

Soft Skills

Excellent Communication SkillsStrong Analytical SkillsSelf-StarterTeam PlayerAdaptability

Tools & Technologies

CRM SystemsGoogle Product SuiteMS Word

Industry Keywords

Corporate BankingTransaction BankingCross-Border BankingFinancial InstitutionsOperational Risk Management

About the role

Key responsibilities & impact

Support Senior Bankers in meeting customer needs and achieving GTB division goals
Act as a key customer contact for ongoing day-to-day support
Prepare call reports, industry and client research, financial proposals, client presentations, and financial and profitability analyses
Develop materials for internal reporting and client presentations
Support client meetings
Manage client onboarding, credit approval workflows, credit applications and renewals
Oversee implementation of banking products and solutions
Manage client planning, pipeline management and coordination with product partners
Maintain CRM data for pipeline and profitability reporting
Ensure accurate reporting of domestic and global profitability information
Participate in client deals and discussions alongside GTB Institutional Sales Bankers
Interact with global CIB bankers and product partners
Contribute to ad hoc projects for the Head of GTB
Apply BBVA policies and comply with regulatory, financial and legal standards
Help manage and mitigate operational risks as part of the Bank’s first line of defense

Requirements

What you’ll need

Minimum 2-3 years of work experience in banking with a specific focus on corporate or financial institutions banking, cross-border banking or transaction banking
Bachelor’s Degree in Finance, Accounting or related fields
Fluent in English
Fluent in Spanish (preferred)
Excellent written and verbal communication skills
Strong analytical skills
Ability to adapt quickly to new applications and service platforms
Advanced computer skills, particularly in Excel, PowerPoint and MSWord
Google product suite experience and proficiency (preferred)
Self-starter, team player and ability to work independently and take ownership of assignments
Must be eligible to work with BBVA in the U.S.; BBVA will not pursue visa sponsorship
Must understand the Bank’s BSA/AML and RegW policies and procedures
Knowledge of clients, products and services, and associated risks

Benefits

Comp & perks

Generous employee benefits package
Discretionary bonus
Equal employment opportunity and affirmative action employer