Job Title: Associate Customer Service Trade Finance
Role Description
- Relationship &Transaction Management (RTM) team in Corporate Bank is the Center of Excellence for Client Service/ Front office roles and is the central hub for nearshoring Corporate Bank business for APAC, EMEA & Americas. This team ensures delivery of the entire range of financial products and services to Corporate clients of the Bank.
- As part of Trade Finance team in RTM, the role involves rendering top quality support to Corporate clients in the US for transactions related to Trade/Trade Loans/ Supply Chain Finance, Conducting product-based training for clients and session/demos on our applications, Setting up/ service of supply chain Finance module & Risk Management solutions.
Your key responsibilities
- Trade Transaction coordination both internally (with operations, compliance, product, and other internal stake holders) as well as engage with clients to ensure seamless execution of trade transaction to the satisfaction of client.
- Work with senior bankers on analysis and development of transaction ideas, structuring of solutions for trade finance & discussions with clients for enablement of these solutions.
- Support clients with regulatory guidance and inputs on Trade Finance including Central Bank Directives, Country specific regulatory guidelines.
- Facilitate clients to execute different types of TF documentation - Trade Flow transactions, Documentary Credits/Guarantees, and other trade products.
- Static data maintenances on TF & other related platforms
- Conduct regular client service review and identify areas of improvement as well as Dip Stick Survey on service excellence.
- Assisting in data extraction/MIS preparation for clients & other key stakeholders
- Promote digital solutions and enable implementation of these solutions to Corporate clients
- Work as an integral member of deal teams on mandated Trade Finance transactions.
- Engage with stakeholders for compliance and Audit requirements.
- Work closely with TF operations, Product and Compliance to streamline processes, facilitate MI and Analytics
- Strong understanding of Loan documentation, loan bookings and post loan booking processes.
Your skills and experience
- Desired background: Post Graduate with more than 6 years experience in Trade Finance roles
- Comprehensive knowledge of Banking products in General and Trade finance & Lending in particular
- Extremely strong written and verbal communication skills
- Driven and motivated to work under tight timelines, and US business hours
- Extremely diligent and hardworking to efficiently manage deadlines across multiple transactions
- Excellent skills in using MS Office Power point and Excel
- Strong academic background.
Employment Type: Full Time, Permanent
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