Your main function will be to supervise and control the operation of windows and platform operations, ensuring their smooth functioning, optimizing resources, and ensuring that Service Executives have an efficient cash flow. You will also be responsible for providing services to clients, achieving customer satisfaction, and referring sales opportunities.

Key Responsibilities:

• Supervise and control the operation of windows and platform operations
• Ensure the smooth functioning of resources and optimize them
• Ensure that Service Executives have an efficient cash flow
• Provide services to clients and achieve customer satisfaction
• Refer sales opportunities

Requirements:

• Bachelor's degree in Economics or Finance (or equivalent)
• At least 6 months of experience in customer service or sales
• At least 6 months of experience in sales, preferably in the financial sector
• At least 6 months of experience in banking operations
• Knowledge of existing regulations
• Availability to work from Monday to Saturday

Preferred Qualifications:

• Orientation to customer service and sales
• Teamwork and leadership skills
• Results-oriented and problem-solving skills
• Adaptability to change

Benefits:

• Direct hiring by the bank
• Base salary
• Quarterly performance bonus
• End-of-year bonus
• Vacation pay
• Life insurance
• Major medical expenses insurance
• Credits
• Discounts on bank products
• Active participation in sustainability and social responsibility programs
• Discounts at over 9,000 establishments
• Career development plan according to your aspirations

At HSBC, we believe in treating our people with dignity and respect, creating an inclusive culture that promotes equal opportunities. Our values define who we are as an organization and what sets us apart, valuing diversity, advancing together, taking responsibility for our actions, using good judgment, doing the right thing, and making things happen.

At HSBC, we are committed to ensuring gender equality and continuous training for our employees, as well as protecting their labor and social rights.

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Responsibilities:

• Learn to administer and create a portfolio of clients to increase the profitability of the branch
• Develop and maintain strong relationships with clients
• Identify and pursue new business opportunities
• Meet sales targets and contribute to the growth of the branch

Requirements:

• Bachelor's degree in Economics, Administration, or Finance
• At least one year of experience in banking operations and sales
• Strong knowledge of markets and financial products
• Excellent communication and interpersonal skills
• Ability to work in a fast-paced environment

Benefits:

• Competitive salary and bonus structure
• Comprehensive health insurance
• Retirement plan
• Paid time off
• Opportunities for professional development and career advancement

At HSBC, we value diversity and inclusion, and we are committed to creating a culture that promotes equal opportunities for all employees. We believe that our people are our greatest asset, and we strive to provide a work environment that is inclusive, respectful, and supportive.

Join us and become part of a dynamic team that is shaping the future of banking in Mexico.

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As an Account Executive focused on Retail & Commercial Banking at Anthropic, you'll be part of the foundational team bringing frontier AI to the institutions that serve millions of consumers and businesses every day.

You'll drive adoption of Claude across regional and national banks, credit unions, and commercial lenders,helping them transform workflows in customer service, lending operations, risk management, and branch productivity.

You'll leverage consultative sales expertise and sector knowledge to secure strategic enterprise deals while becoming a trusted partner to stakeholders navigating AI deployment in highly regulated, customer-facing environments.

Responsibilities

• Own the full sales cycle from prospecting through close, winning new business and driving revenue within retail and commercial banking accounts. Navigate organisational structures to reach decision-makers across lines of business, operations, technology, and innovation teams.

• Design and execute sales strategies tailored to the unique procurement dynamics, budget cycles, and regulatory considerations of depository institutions. Translate market intelligence into targeted account plans and campaigns.

• Identify and develop new use cases across banking workflows,customer support and contact centres, loan origination and underwriting, fraud detection, compliance documentation, and relationship manager enablement,collaborating cross-functionally to differentiate our offerings.

• Build consensus across complex stakeholder ecosystems including business line leaders, Chief Digital Officers, risk and compliance teams, and procurement.

• Serve as the voice of the customer internally, gathering feedback from users and conveying market needs to inform product roadmaps, security requirements, and go-to-market positioning.

• Contribute to the evolution of our financial services sales methodology by documenting learnings, refining playbooks, and identifying process improvements that drive productivity and consistency.

You may be a good fit if you have

• 5+ years of enterprise B2B sales experience, with significant time selling into retail banks, commercial banks, or credit unions

• A track record of closing complex, multi-stakeholder deals within depository institutions by navigating both technical requirements and business use cases

• Deep familiarity with how banks buy technology,including vendor risk management, regulatory compliance reviews, and enterprise procurement processes

• Experience negotiating enterprise agreements within banking procurement frameworks, including navigating legal, compliance, and infosec requirements

• Proven history of exceeding revenue targets by effectively managing pipeline and executing a disciplined sales process

• Strong communication skills and the ability to present confidently to audiences ranging from branch operations leaders to C-suite executives

• Understanding of retail and commercial banking operations, customer experience priorities, and competitive dynamics in the sector

• A strategic, analytical mindset combined with creative tactical execution

• Genuine enthusiasm for AI and its potential to transform banking, paired with appreciation for the importance of safe, responsible, and compliant deployment

The annual compensation range for this role is listed below.

For sales roles, the range provided is the role’s On Target Earnings (“OTE”) range, meaning that the range includes both the sales commissions/sales bonuses target and annual base salary for the role.

Annual Salary: $290,000-$435,000 USD

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As a Treasury Analyst at Carta, you will be an integral part of the Fund Administration business, supporting a global FA Treasury team. You will own daily operational processes, drive improvements, and enhance the overall client experience.

Responsibilities

• Own end-to-end payment execution workflows, including initiating and reviewing ACH / Wire and FX payments for client approval
• Collaborate with cross-functional teams to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Proactively identify operational gaps, risks, and support the development of scalable solutions
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources
• Support data analysis and reporting needs using Excel, Metabase, Looker, and other internal data tools
• Verify vendor / payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls

Benefits

• Competitive salary
• Opportunities for professional growth and development
• Collaborative and dynamic work environment
• Recognition and rewards for outstanding performance

Requirements

• Fluency in English, both verbal and written
• 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Understanding of Fund Administration is a plus

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As a Treasury Associate at Carta, you will be an integral part of the Fund Administration business, supporting a global FA Treasury team. You will own daily operational processes, drive improvements, and enhance the overall client experience.

Responsibilities

• Lead or support the opening and setup of new client bank accounts in partnership with Onboarding and Implementation teams
• Establish and maintain bank connectivity, ensuring transactions are accurately uploaded to the Carta platform
• Review, interpret, and upload bank and brokerage transactions from statements into client bank feeds when automated connectivity is unavailable
• Proactively identify operational gaps, risks, and support the development of scalable solutions
• Experience creating and improving operational workflows and processes from scratch in fast-paced environments with minimal guidance
• Collaborate with cross-functional teams such as Product, Engineering, and Operations to troubleshoot issues, improve processes, and influence product roadmaps
• Communicate with clients and external stakeholders to address inquiries and provide a high-quality support experience
• Own end-to-end payment execution workflows, including initiating and reviewing ACH/Wire and FX payments for client approval
• Verify vendor/payee wire instructions, collect necessary documentation (e.g., W-9s), and ensure compliance with internal controls
• Support data analysis and reporting needs using Excel, Metabase, Looker, and other internal data tools
• Contribute to the creation and maintenance of internal reporting, documentation, playbooks, and training resources

Impact

At Carta, we're building infrastructure that helps innovators unlock the power of ownership. As a Treasury Associate, you'll be at the center of that mission, ensuring our clients' capital flows reliably and efficiently. You'll work closely with the Fund Administration team to help with the day-to-day payment processing requests and bank administration tasks on behalf of fund administration clients.

About You

• 2–3 years of experience in Treasury, banking operations, or payment processing, with an interest in growing into more strategic or technical roles
• Strong attention to detail and a high degree of ownership over assigned workflows
• Clear verbal and written communicator who is comfortable interacting directly with clients and cross-functional stakeholders
• Proficient in Excel and adaptable to learning tools like Looker, Salesforce, or other internal platforms
• Comfortable navigating ambiguity, asking thoughtful questions, and proposing ideas for process improvement
• Experience creating or improving operational workflows and processes in fast-paced environments
• Intellectual curiosity with a strong appetite for continuous learning and growth
• Strong problem-solving and critical thinking skills; naturally curious and solution-oriented
• Interested in building a long-term career in Treasury, Fund Administration, or fintech operations
• Understanding of Fund Administration is a plus

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As part of the journey, we would expect you to:

• Own the Ledger roadmap: Drive strategy and execution for Mercury's Double Entry Ledger (DEL),the financial system of record.
• Drive org-wide ledger adoption: Partner with payment rails teams to enable their flows on the ledger platform, ensuring event-to-ledger integration is clean, correct, and scalable.
• Build next generation financial infrastructure: Own the implementation of our financial processes across charts of accounts, transfer code definitions, and GL mapping frameworks that connect to our core systems of record.
• Partner with Finance and Accounting: Translate accounting requirements into product architecture, and translate product decisions back to stakeholders who think in debits, credits, journal entries, and regulatory reports.
• Set the financial data standard: Define what clean, reconcilable financial data looks like at Mercury. Work with the Reconciliation team to ensure every ledger entry is accurate, traceable, and exception-free.
• Navigate a complex, high-stakes stakeholder environment: Coordinate across banking platform teams, payment rails teams, Finance, Compliance, Risk,all of whom depend on your platform and have a voice in how it evolves.

Some things that might make you successful in a role like this:

• 7+ years of product management experience in fintech, financial services, or platform/infrastructure product roles.
• Real technical fluency: you can engage credibly with engineers on event-sourced architectures, database consistency models, double-entry accounting data models, and financial data pipelines,not as a generalist, but as a peer.
• Meaningful background in accounting, finance, or banking operations,you understand chart of accounts, GL mapping, journal entries, reconciliation workflows, and why they matter to regulators.
• Experience building and scaling internal platform products with broad adoption requirements,you know how to work with adopter teams, reduce onboarding friction, and drive org-wide standardization across a distributed set of engineers.
• A highly structured, data-driven approach to product decisions: you think in systems, model second and third-order effects, and communicate tradeoffs in a way that lands with both engineering and finance audiences.
• Exceptional cross-functional communication,you earn credibility in rooms with accountants, engineers, compliance officers, and regulators, and you hold your own in all of them.

The total rewards package at Mercury includes base salary, equity, and benefits.

Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

Our target new hire base salary ranges for this role are the following:

• US employees (any location): $200,700 - $250,900
• Canadian employees (any location): CAD 189,700 - 237,100

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Key Responsibilities:

Liquidity and Cash Management: Own liquidity forecasting and cash planning; define liquidity buffers and escalation triggers. Oversee day-to-day treasury operations, bank account structures, cash movements, and payment flows.

Capital / Own Funds Governance: Support own funds monitoring and capital planning aligned with the applicable prudential framework for our company. Prepare capital and liquidity reporting packs for senior management and the Board.

Banking Relationships and Counterparty Risk: Manage key banking relationships, service levels, and operational performance; support selection and onboarding of new banking partners. Monitor counterparty risk and contribute to contingency planning and operational resilience arrangements.

Safeguarding Oversight and Coordination: Partner with Safeguarding and Finance to ensure customer funds safeguarding structures are robust and aligned with operational and control requirements. Support oversight of permitted investment approaches (where applicable) and related reporting and controls.

Reporting, Controls, and Continuous Improvement: Implement and operate treasury controls, reconciliations, and evidence packs; support audits and supervisory requests. Drive continuous improvement and automation of forecasting and treasury reporting workflows.

Key Requirements:

Education: Bachelor’s or Master’s degree in Finance, Treasury, Economics, or a related field.

Experience: 5+ years in treasury, liquidity, capital, or cash management roles within regulated financial services (payments/EMI, fintech, bank, or capital markets). Experience building treasury controls and governance, including Board-ready reporting.

Skills: Strong analytical capability (forecasting, scenario analysis, stress considerations) and strong controls mindset. Excellent stakeholder management, with the ability to operate effectively in a fast-paced, scaling environment.

Languages: Fluent English required

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