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Trade Finance Specialist Business Financial Services

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16.January.2014 –

Job Description: Develop and deliver on business priorities through execution of sales plan to acquire new Trade Finance Business clients and cross-sell Trade Finance services to existing clients within assigned market territory; Eastern Canada.

Main Duties

  • Execute individual sales activity plan, reviewing results to plan for discussion at monthly/quarterly intervals and adjust activities as required.
  • Develop insight-based sales strategies with input from appropriate RBC partners, for all clients and prospects in order to create or increase revenue, client profitability and client loyalty. Document activities within synergy and follow through on the activities associated with each client strategy.
  • Acquire new clients by providing Trade Solutions to existing RBC clients that are new to Trade or by supporting CAM in New Client Acquisition activities where Trade Solutions are needed.
  • For complex client needs, working jointly with the CAM on client discovery for client and prospect Trade needs, provides advice around optimal solutions, determines appropriate pricing, and help close business to increase revenue, client profitability and client loyalty.
  • Deliver insights to clients related to their Trade needs. Use industry and economic insights to effectively teach clients about hidden business challenges and opportunities, tailor solutions and take control of the implementation process.
  • Maximize the use of technology and maintain data integrity, documenting all relevant client sales and service contacts and results.
  • Utilize tools that support sales routines; including active participation in team meetings, updates to sales pipeline to document relevant sales contacts and results, monthly /quarterly feedback on performance.
  • Build both internal and external networks to capitalize on business opportunities and implement a prioritized contact management strategy to maximize time and opportunity.
  • Be the lead resource as required to our partners on making COI presentations and/or other business development activities to support new client acquisition
  • Build, advance and actively replenishes a pipeline of prospective clients and ensure the right mix of client/prospect contacts is achieved to meet sales and revenue goals.
  • Seek and identify referral opportunities. Make referrals and introductions to appropriate CFS Relationship Team colleagues or other RBC partners to meet the client’s broader financial needs.

Desired Skills and Experience

  • Bilingual (English and French)
  • Previous trade finance experience.
  • Previous account manager and credit experience.
  • Experience with EDC (Export Development Canada)
  • Demonstrated sales success. Ability to consistently meet and exceed sales targets.
  • Strong sales techniques and understanding of business strategies
  • Proven ability to develop strong business and industry networks.
  • Excellent communication skills.
  • High achievement motivation.
  • Innovative and global mindset

About This Company

Royal Bank of Canada (RY on TSX and NYSE) and its subsidiaries operate under the master brand name RBC.

We are one of Canada’s largest banks as measured by assets and market capitalization, and are among the largest banks in the world, based on market capitalization.

We are one of North America’s leading diversified financial services companies, and provide personal and commercial banking, wealth management services, insurance, corporate and investment banking and transaction processing services on a global basis.

We employ approximately 74,000 full- and part-time employees who serve close to 15 million personal, business, public sector and institutional clients through offices in Canada, the U.S. and 56 other countries.

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Trade Finance Operations Officer

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Published on 13.January.2014 –

Job Description

  • Process & verify trade transactions according to the delegated authority, laid down procedures, including applicable Policies and standard of service.
  • Understand fully the Service Level Agreement (SLA) offered to the customers, where applicable.
  • To ensure all trade transactions are accurately processed / verified in accordance with the customers’ instructions and according to the bank’s operational instructions, procedures and policies and neither the customer nor the Bank is placed at risk.
  • To maintain quality standards ensuring customer’s needs are met and that continued effort is made to exceed the customer’s expectations.
  • Make effort to continue improving personal product knowledge and acquire multi-products processing skill.
  • Understand the risks associated with Products Processing and ensure that they are minimized.
  • Maintain good customer relationship by responding promptly, accurately and courteously to enquiries, or request for advice relative to new or outstanding transactions.

Qualifications & Skills

  • Minimum ‘ A’ Levels with IBF Diploma will be an added pre-requisite.
  • Basic knowledge of UCP rules.
  • Good knowledge of trade finance operations and documentation.
  • Good communication skills and telephone skills.
  • Strong customer focus.

About This Company

Standard Chartered PLC is a leading international bank, listed on the London, Hong Kong and Mumbai stock exchanges.

It has operated for over 150 years in some of the world’s most dynamic markets and earns more than 90 per cent of its income and profits in Asia, Africa and the Middle East.

This geographic focus and commitment to developing deep relationships with clients and customers has driven the Bank’s growth in recent years.

With 1,700 offices in 70 markets, Standard Chartered offers exciting and challenging international career opportunities for around 85,000 staff.

It is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity.

The Bank’s heritage and values are expressed in its brand promise, Here for good.

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Trade Sales Manager

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Published on 06.October.2014 –

JOB DESCRIPTION:

Professional management & maintenance of Corporate & Commercial banking relations in coordination with Head of Trade Sales by identify, securing and soliciting Trade business to increase Trade business volume and income.

PRINCIPAL ACCOUNTABILITIES:

Work Management

  • Joint reasonability with Segments/Regions for bank’s Trade Budgets.
  • Maintain and manage an assigned portfolio of 500 Trade clients with existing Corporate & commercial clients to increase utilization /Share of wallet, cross-sell of trade products and grow their banking relationships in a profitable manner and in line with assigned business growth targets.
  • Identify, solicit and acquire new corporate clients in line with Trade strategies. Identify the client needs and work with the Trade Finance team to develop innovative trade finance solutions.
  • Making regular visits to clients for both monitoring and business generation purposes. Such visits to be recorded by way of call reports which are to include all pertinent information in a timely manner.
  • Establish effective and professional communication (both internal and external) to ensure turnaround time within designated parameters and higher client satisfaction levels.
  • Compile a weekly / monthly trade sales report showing, target clients, sales revenue, pipeline sales revenue, competitor information, percentage budget achieved year to date and client satisfaction/complaints etc.
  • Manage Corporate & Commercial client base from a trade finance sales perspective by working closely with RMs & Heads of region (as a core CST member); actively participate in the account planning process to sell Trade Finance products to all identified client relationships.
  • Promote cross-sell opportunities with treasury, Transaction banking etc.
  • Comply with internal audit requirements in line with the policy guidelines, to ensure high standards of uniformity and consistency across the Bank

QUALIFICATIONS:

  • Minimum Bachelor Degree in Economics or Finance or Business Management
  • Written and spoken English – Arabic an advantage

Business Unit: Corporate Banking
Branches: Corporate Banking – Head Office Dubai
Function: Corporate Banking
Emirate/Area: Dubai
Contract Type: Permanent
Closing Date: 31-Oct-2014

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Trade Finance Director

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Published on 01.October.2014 –

KEY ACCOUNTABILITIES

This position is responsible for supporting the development and growth of the Wholesale Trade Finance business.

This role will work closely with Global Banks’ Relationship Managers, Corporate Relationship Managers, Specialized Credit Group and Trade Finance Operations.

JOB PURPOSE

  • Identifying and prioritizing high value / potential client opportunities
  • Originating trade assets from Wholesale Banking clients in the Americas (excluding Canada)
  • Designing and executing proactive calling programs with timely call reports and action steps
  • Working with Deal Teams and various internal partners
  • Liaising with clients, where necessary, to complete deal documentation and to identify service-related challenges in order to improve service delivery
  • Completing the tasks above in accordance with established strategies and risk parameters

SKILLS / KNOWLEDGE / EDUCATION REQUIRED

  • At least 7 years of trade finance experience, specifically in marketing trade finance products
  • Advanced knowledge of most trade finance products and services, with particular expertise in supply chain finance solutions
  • Advanced knowledge of risk mitigation products used in the business of trade finance
  • Familiarity with different trade finance needs and custom solutions in high growth markets around the world
  • Knowledge of products, services and capabilities offered by the CIBC group of companies
  • Excellent interpersonal skills and ability to build and maintain relationships both internally and externally
  • Strong presenting, influencing and negotiating skills with the ability to convey conceptual information in closing or assisting others to close deals
  • Knowledge of multiple software applications, including Microsoft Word, Excel, Access and PowerPoint
  • Detailed knowledge of international markets, economies and financial systems

Position Type: Regular
Position Status: Full Time
Job: Corporate Credit Products
Work Location: United States-New York-New York-300 Madison Ave 5th FL
Unposting Date: Oct 18, 2014, 6:59:00 AM

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Global Transaction Banking Trade Advisor

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Published on – 06.October.2014 – 

Job Description: Global Transaction Banking (GTB) is a world-class provider of cash management, trade finance and trust and securities services for corporations, governments and financial institutions.

At peak levels, GTB processes payments worth up to 1.4 trillion Euros per day and, as of March 31, 2012, is the number one Euro clearer and a top-six US Dollar clearer with more than 60% of overall revenues are generated from clients outside Germany.

Main Duties: As a Trade Advisor you will be responsible for:

  • Build strong relationships & provide trade finance solutions to customers in Western Australia.
  • Provide friendly and efficient service to customer to ensure timely response to all queries
  • Provide Sales Calls to existing customers to discuss new business
  • Process end to end transactions and liaise between processing back office and external customers

Desired Skills and Experience

  • Technical knowledge of Transaction Banking, especially Trade Finance products
  • Able to handle all enquiries relating to Trade Finance singly.
  • Confident in handling client facing responsibilities
  • Proficient in computer systems handling so that he can utilize system to extract all information needed.
  • Familiar with Commodities products and their Trade

About this company

Deutsche Bank has a truly global reach. For the second time in three years, we have been named Best Global Investment Bank by Euromoney magazine at its annual Awards for Excellence 2012.

We compete to be the leading global provider of financial solutions, creating lasting value for our clients, shareholders, people and the communities in which we operate.

Against a backdrop of increasing globalization in the world economy, Deutsche Bank is well positioned with a presence in over 70 countries and substantial revenue streams from all the major regions of the world.

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Senior Compliance Officer Treasury and Trade Services

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Published on 06.October.2014 –

Description : TTS NAM Compliance seeks a compliance professional with AML and US Sanctions regulatory background, ideally in an institutional banking capacity, to provide compliance support for TTS NAM’s Trade Solutions.

This important product set includes traditional trade services products (letters of credit, documentary collections, bank to bank reimbursements, bankers acceptances.) as well as innovative offerings in supply chain finance, accounts receivables finance, export agency finance and trade working capital finance.

The successful candidate will help provide compliance oversight for this portfolio, including responsibility for reviewing transaction escalations for a variety of compliance concerns, drafting SARs, supporting exams and audits, tracking issues as identified, and supporting business and regulatory requests as needed.

This individual will need strong risk management, organizational, and interpersonal skills to liaise closely with other global control support functions, including AML Compliance, In-Business Risk, Legal, Compliance Testing, Audit, and cross-sector control counterparts, among others.

The successful candidate will also be expected to initiate and coordinate compliance-focused projects ranging from regulatory guidance implementations, technology enhancements, training initiatives, gap analyses, and other ad hoc projects as needed.

The role also requires the ability to coordinate globally and across sectors. Must be a self-starter with ability to multi-task in a client-centric, results focused environment.

Qualifications: Minimum of 7 years of experience in a Compliance, controls, or relevant operational role in the financial industry
Education Level: Bachelor’s Degree
Pluses include:

  • Trade Solutions background
  • Regulatory background
  • Operational risk background

Advanced degree – J.D. or MBA
Skills/Requirements: Bachelor’s Degree

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Trade Advisory Relationship Manager

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Published on – 06.October.2014

Job description

This candidate will be responsible for relationship management and marketing to new/existing corporate for overall growth of trade finance business from both credit and non-credit new/existing customer relationships.

Main Duties

  • Identification of trade finance business clients and conducting marketing calls.
  • Collaborate with Corporate banking for acquisition of new clients/relationships for trade finance business.
  • Visit customers to enhance the relationship in order to maximize the utilization of the Bank’s services and products including cross selling of products.
  • Actively tracking the commercial trade flows and identifying new opportunities.
  • Actively track the infrastructure development and identify trade finance opportunities.
  • Provide active trade advisory services to clients for their trade finance business and be able to offer value added services
  • Manages client relationships in trade finance, and liaises at senior levels including owners, finance managers.
  • Take lead in the development of new products in trade finance area as per customer/market requirements.
  • Responsible for achievement of targeted revenue and volumes from trade finance business
  • Attend to customer requests promptly.
  • Compliance of internal policies and procedures.
  • Any other duties as assigned by Unit Head.

Desired Skills and Experience

  • University degree, pref. in Business / Banking / Finance
  • Min. 5 to 7 years experience in Banking and client relationship of export/import companies in Dubai-UAE
  • Working knowledge in Trade Finance banking products, specifically related to uniform customs and practices such as UCP, URC, URDG, ISBP, ISP98, Incoterms and standby letters of credit and central Bank UAE rules for trade finance business.
  • Highly developed communication ability, marketing skills.
  • Adequate skills in computer applications.This field identifies the bank with which the credit is available (the place for presentation) and an indication of how the credit is available.

About this company

Doha Bank is the largest private commercial bank in the State of Qatar. It was incorporated in 1978 and commenced its banking business (including its International Banking services) in Doha, Qatar on March 15, 1979.

As one of Qatar’s leading financial services company, Doha Bank is committed to making banking work for customers and clients like it never has before.

Through innovative technologies and the ingenuity of its people, Doha Bank provides individuals and commercial, corporate and institutional clients across Qatar and even internationally, new and better ways to manage their financial lives.

The company enables customers to do their banking and investing whenever, wherever and however they choose through an extensive network, and multiple access channels.

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Documentary Credits Officer Trade Finance

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Published on 02.January.2015 – Prestigious banking client is seeking experienced Trade Finance officer to join their expanding team.

The jobholder has regular contact with all staff from Trade Services, Correspondent Banking and other departments within the bank and extensive contact with the Senior Documentary Credits Clerks.

Externally, the jobholder has regular contact with customers, be they buyers, beneficiaries, borrowers and other bank’s staff, usually by telephone, email or fax.

All staff are required to be aware of and understand the legal obligations and responsibilities relating to Money Laundering.

  • Salary: £35,000 – £40,000
  • Location: London
  • Job Type: Permanent
  • Start Date: ASAP
  • Ref No: 122553-RK26469
  • Date Advertised: 29 Dec 2014

Documentary Credits Officer – Trade Finance

The section is responsible for the processing, issuing and advising of Import and Export Letters of Credit and Standby Letters of Credit as well as entering into Participation and Syndication Agreements with other banks relating to letter of credit/guarantee risk.

Letters of Guarantee are also processed and signed within the section.

Responsibilities:

  • Processes Letters of Credit or Guarantees and their respective amendments (90%) –
  • Ensuring all documentation is valid, accurate and viable in order to meet UCP and BACB guidelines, whilst providing quality customer service in terms of timeliness and accuracy.
  • Responds to customer and other bank’s queries – Ensuring any issues are resolved efficiently and professionally in order to maintain the highest standard of customer service
  • Calculates and reviews commission – Ensuring all fees due to the bank are collected

Requirements:

(E) Essential (D) Desirable

  • (E) Proven experience of all types of Documentary Credits and/or Guarantees plus a sound working knowledge of all I.C.C. rules relating thereto.
  • (D) Qualified CDCS/CSDG
  • (E) Good communication skills
  • (E) Basic keyboard skills and a working knowledge of word processing techniques
  • (E) Understanding of all aspects of banking relating to Documentary Credits
  • (E) Able to process complex trade finance instruments
  • (D) Basic knowledge of commercial French and good general knowledge of world geography

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Transaction Processing Specialist

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Published on 02.January.2015 – Trade Finance Operations provide end-to-end product coverage for international trade products, including client servicing, document support and product servicing and billing with a scalable support structure that allows for high-volume through-put.

The team has a strong risk management program tailored for local regulations and the technology platform suits end-to-end core product needs.

Trade Finance Operations provides unique offerings to different market segments.

Job Operations

  • Primary Location GB-ENG-BMH-1 Chaseside – Dorset Building / 01211
  • Organization CORPORATE & INVESTMENT BANK
  • Schedule Full-time
  • Job Type Standard
  • Shift Day Job
  • Corporate Brand JP Morgan Chase & Co.

Transaction Processing Specialist

Trade Finance Operations provide end-to-end product coverage for international trade products, including client servicing, document support and product servicing and billing with a scalable support structure that allows for high-volume through-put.

The team has a strong risk management program tailored for local regulations and the technology platform suits end-to-end core product needs.

Trade Finance Operations provides unique offerings to different market segments.

Team Responsibilities:

  • To undertake various complex processing functions within the department covering all Trade products handled.
  • To adhere to all designated deadlines and risk & controls.
  • To work with minimum supervision and to act on own initiative to identify tasks to be undertaken on the unit.
  • To provide technical guidance and training on complex transactions to our internal partners and external Clients.
  • Strict adherence to all relevant Process and Procedures.
  • To assist with releasing across all units as and when required.
  • To investigate, analyse and resolve complex customer enquiries/requirements to provide required solutions in the operating environment
  • To ensure that all Customer Enquiries allocated to them are handled in a timely and accurate manner, exercising sound judgement based upon knowledge and experience, at all times.

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

Trade Finance Officer

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Published on 01.January.2015 – A major international bank is seeking a dynamic new addition to its growing and busy Trade Finance team.

Ideal candidate should be able to process all aspects of standby letters of credit, collections and guarantees, should experience must include proven trade finance processing skills gained within international banking, good knowledge of UCP 600 who is ideally CDCS qualified.

  • Job Type: Contract
  • Sector: Banking Jobs
  • Category: Trade Finance
  • Region: City
  • Salary Range: £25000 – £35000
  • Job Ref: PL87243

Trade Finance Officer – Ongoing contract

A major international bank is seeking a dynamic new addition to its growing and busy Trade Finance team.

Duties will cover:

  • Processing all aspects of standby letters of credit, collections and guarantees
  • Your experience must include:
  • Proven trade finance processing skills gained within international banking
  • Good knowledge of UCP 600
  • Ideally CDCS qualified

Job Advertisement published by Prime Personnel:

Prime Personnel has been at the forefront of the financial services recruitment profession for more than four decades and is widely recognized as a market leader in the industry across London.

We offer a wealth of expertise in the Banking, Accountancy & Finance and Secretarial Support sectors and have a skilled and experienced team of consultants who offer an exceptional and knowledgeable service to candidates and clients alike.

Search vacancies from our sectors below:

  • Banking Vacancies
  • Secretarial Support Vacancies
  • Accountancy & Finance Vacancies

Please click here to apply for this job.

(Job postings may be out dated. Consider publishing date.)

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