Sales & Financial Strategies Specialist-Wholesale Banking
BOSTON, MAPosted 30+ days ago
Job summary
Job post source
This job is directly from Federal Home Loan Bank of Boston
Job overview
The Sales & Financial Strategies Specialist role at Federal Home Loan Bank of Boston supports sales, business development, and service efforts for member accounts, focusing on relationship management and financial strategy to help grow and retain business.
Responsibilities and impact
The specialist manages assigned member accounts, supports sales and member strategy efforts, conducts research and data analysis, maintains member relationships, resolves inquiries, and collaborates with internal teams to promote Bank products and services.
Compensation and benefits
The job offers robust benefits including 401(k) with matching, health, dental, vision, and life insurance, paid time off, professional development assistance, referral program, and tuition reimbursement.
Experience and skills
Requires at least three years in financial services, preferably in treasury, sales, or service roles, with preferred skills in asset/liability management, financial analysis, strong interpersonal, analytical, communication, and organizational skills.
Career development
Opportunities include career paths as a dedicated Relations Manager or Financial Strategist and other roles within the Bank, supported by professional development assistance.
Work environment and culture
The Bank values diversity, collaboration, innovation, and work-life balance with a hybrid work schedule and a supportive, inclusive environment.
Company information
Federal Home Loan Bank of Boston is a cooperative serving over 420 financial institutions in New England, providing wholesale funding for housing and community finance with a skilled team of 200 employees.
Team overview
The specialist works within Member Services, supporting Relationship Managers and collaborating cross-functionally with Sales, Strategy, and Operations teams.
Job location and travel
The role is hybrid based in Boston with minimal travel (less than 10%) across New England, requiring a valid driver's license and vehicle access.
Unique job features
This newly created role uniquely combines relationship management and financial strategy responsibilities, offering a hybrid work environment and involvement in strategic content creation and member engagement.
Company overview
The Federal Home Loan Bank of Boston (FHLBank Boston) is a regional bank in the Federal Home Loan Bank System that provides reliable liquidity to member financial institutions to support housing finance and community investment. They make money through interest on advances (loans) to members, investment income, and fees for services. Founded in 1932 during the Great Depression, FHLBank Boston has a long history of supporting affordable housing and economic development in New England.
How to land this job
Position your resume to highlight your financial services experience, especially in treasury, sales, or service roles, emphasizing any asset/liability management or financial analysis skills you possess.
Focus on showcasing your ability to build and maintain strong relationships with clients and internal teams, as well as your skill in managing multiple accounts and resolving member issues effectively.
Apply through the Federal Home Loan Bank of Boston's corporate career site and LinkedIn to maximize your visibility and chances of being noticed for this Sales & Financial Strategies Specialist role.
Connect with current employees in the Member Services or Sales divisions on LinkedIn, using ice breakers like commenting on recent Bank initiatives, asking about their experience with member strategy, or expressing enthusiasm for the Bank’s mission to support New England communities.
Optimize your resume for ATS by incorporating keywords such as 'financial services,' 'relationship management,' 'sales support,' 'member strategy,' 'financial analysis,' and 'Salesforce,' ensuring your resume passes automated screenings.
Leverage Jennie Johnson's Power Apply feature to automate tailored applications, find multiple application portals, and identify LinkedIn contacts to network with, allowing you to focus your energy on preparing for interviews and refining your skills.
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