Senior Client Service Account Associate

If you enjoy servicing a portfolio of Commercial and Investment Banking clients with their letter of credit needs, this could be the role for you!

As a Senior Client Service Account Associate in The Trade and Working Capital Client Service Group, you will be responsible for managing and facilitating the unique and complex service needs of Global Trades client base.

Service is delivered in a team-based model with key locations in the US, Latin America, Europe, the Middle East and Asia.

You will maintain a passion for client service in everything you do.

You will use communication and relationship management skills to ensure an exceptional level of client satisfaction.

You will be responsible for various customer service and relationship management activities related to Global Trade Products primarily focused on Standby Letters of Credit.

You will serve as the primary point of service contact for each client within your assigned portfolio, and a senior leader as trade advisor for complex Letter of Credit transactions.

The assigned client portfolio may be comprised of operating transactional accounts and complex structuring requests.

You will handle maintaining Standby Letter of Credit requests, research and resolution of customer's inquiries, preparing and collecting account documentation and managing internal project initiatives for your portfolio of clients.

Additionally, you will be expected, over time, to be able to identify products and services that may benefit clients and improve overall relationship profitability.

You will also participate in joint client calls with Bankers and Trade Sales Officers both in person and over the phone.

Job responsibilities:


* Negotiate new or existing transactions with clients, external legal advisors, banking and credit teams supporting Standby Letter of Credit Transactions


* Work independently and act as escalation point for complex issues to structure and resolve customer requests


* Manage dedicated Standby Letter of Credit client portfolio having frequent interactions with internal/external clients, working with various areas of the bank for client resolution


* Provide timely follow-up to clients, and be accountable for client satisfaction


* Provide guidance and training to team members based on knowledge of Trade products and services focusing on Standby Letters of Credit


* Serve as a liaison between the Relationship team, Operations, Treasury Management, Sales and Implementations to provide the best service to the client, your department, and the firm


* Structuring and negotiate Standby LC text in accordance with procedures while mitigating risk to the bank and client


* Prioritize daily workload to maximize productivity utilizing time management and organizational skills


* Create and maintain new and existing policies, procedures, and practices


* Project a confident and professional presence to our clients, other bank departments and the community
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