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Working out of our Northern California office, the Senior Trade Finance Product Advisor will be responsible for identifying the needs of our global trade finance clients and crafting solutions to meet their objectives with an emphasis on international financing solutions by utilizing the bank's trade finance product suite, this includes import & export payments, collections, standby letters of credit and import & export letters of credit. The Senior Trade Finance Product Advisor will also be responsible for origination and execution of trade transactions with the goal of portfolio growth and new revenue generation for the trade finance sales team. Daily activities will include proactive sales origination, structuring and negotiating deals and managing the process along with business and implementation partners and participate in strategic senior level project.
Increase penetration of the Bank's Trade products amongst existing and new to bank clients to achieve assigned revenue budget
Very active client calling to drive identification of Trade opportunities
Client management of existing clients, including but not limited to updating offerings, follow up on existing facilities and assessing the client's current trade objectives
Negotiate transactions with clients, external legal advisors and landlords and manage the end to end process
Pipeline Management - Maintaining a robust deal pipeline from origination through till execution and revenue realization
Keeping abreast of market trends
Participate in the development strategic initiatives such as client events/workshops, marketing campaigns as well as key product and sector origination initiatives
Assist with training and development of junior team members
Bachelor's degree or equivalent experience with a minimum of 5 plus years' experience in trade finance
Strong knowledge of Stand-by Letters of Credit, Import & Export Letters of Credit, UCP 600, ISP98, Import & Export Financing and Documentary Collections
Credit experience is a plus
Team-oriented and ability to work cross-functional with all business partners
Effective communicator and deal maker
Excellent analytical skills with outstanding attention to detail and ability to manage multiple projects/tasks simultaneously
Must be proactive, self-starter with the ability to spot, understand and solve issues, develop and recommend alternatives or solutions