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Client Service Account Manager - Senior Associate



Customer Service, Sales & Business Development
Chicago, IL, USA
Posted on Thursday, July 11, 2024

Job Description

Do you have a passion for client service in everything you do? You have found the right team!

The Trade and Working Capital Client Service Group is 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 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.

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
  • Structure 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

Required qualifications, capabilities and skills:

  • 5+ years of experience in Trade Finance / Letters of Credit
  • Robust background working as advisor negotiating and structuring agreements supporting Letters of Credit
  • Strong focus on client satisfaction and building excellent relationships with customers
  • Excellent communication skills with strong organizational and multi-tasking abilities
  • Comfortable working within tight deadlines
  • Experience working as advisor/leader having accountability in fast paced service environment while leading with respect and integrity
  • Relentless and versatile learner with an aptitude for assimilating new industry, company, product or technical knowledge
  • Highly organized with ability to manage competing priorities
  • Demonstrated, consistent professional presence with the ability to adapt to evolving needs and situations

Preferred qualifications, capabilities and skills:

  • College degree preferred, or equivalent work experience