Trade Finance Support Specialist

Bonus Type

Summary

We provide a comprehensive range of financial services, including planning, brokerage, investment management, life insurance, and retirement planning. Our advisors collaborate closely with clients to understand their goals and ensure their financial success. By taking a holistic approach, we address all key areas of our clients’ financial lives to secure their future. Additionally, we educate our clients throughout the process, empowering them with the knowledge and confidence to make informed financial decisions.

Job Description

The Trade Finance Support Specialist focuses on partnering with internal stakeholders, including Relationship Managers, Treasury Management Officers, and International Operations—to support the delivery of tailored trade finance solutions. The specialist brings product knowledge and market insight to core trade finance products such as import and export letters of credit, standby letters of credit, documentary collections, export financing and EXIM products.

Team Culture

Our team culture emphasizes support, respect, and work-life balance. Collaboration is key, and we value everyone's perspectives to enhance our decision-making. Our tenured team, enriched by wide-ranging backgrounds and long-term dedication, delivers trusted expertise and deep industry insight—ensuring lasting value for our clients. Every day is an opportunity to learn from each other’s professional and personal insights, making our environment both enriching and engaging.

How You'll Spend Your Time

• You will support the development of an annual business plan to grow international product usage and client engagement.
• You will collaborate with internal teams to drive outbound efforts and advance trade-related opportunities.
• You will deliver training to help relationship managers identify and position trade finance solutions.
• You will maintain records to ensure accurate activity tracking and compliance reporting.
• You will ensure compliance with internal controls and international banking regulations in partnership with Risk.
• You will provide servicing support and engage with export agencies to facilitate client trade strategies.

Education & Experience Requirements

This level of knowledge is normally acquired through completion of a bachelor’s degree in business, Finance, International Relations, or related field. Minimum of 3-5 years of experience in international trade, commercial banking, international product sales, or equivalent work-related experience of 10-12 years.

• Strong knowledge of products relating to international trade finance, including commercial letters of credit, standby LCs, export financing and the types of customers who utilize these products.
• Familiarity with world economics, geopolitical trends, and foreign exchange principles.
• Proficiency with Salesforce or equivalent CRM tools for pipeline management and opportunity tracking.
• Excellent interpersonal and communication skills, with ability to influence internal and external stakeholders.
• Strong organizational skills and attention to detail in documentation, reporting, and client follow-up.
• Ability to travel as needed.