Finance Advisor Finance Advisor …

Svb Financial Group
in Santa Clara, CA, United States
Permanent, Full time
Be the first to apply
Svb Financial Group
in Santa Clara, CA, United States
Permanent, Full time
Be the first to apply
Finance Advisor
Trade Finance, Advisor

The Trade Finance Business Advisor will be reportingdirectly to the Sr. Manager, Trade Finance. 

Theresponsibilities include but not limited to

  • Work independently with general guidance fromthe Director and Trade Finance Manager. 

  • Covering one less complex trade financeproducts.

  • Partner with Relationship Management team and ProductAdvisors to define client needs and ensure existing product meet client needsand are competitive

  • Provide response to queries, sound advice, guidance and/orrecommendations on trade finance matters in relation to interpretation ofletter of credit and documentary collection terms and rules to internal andexternal clients in a timely, accurate manner and cost-effective manner. 

  • Provide visibility to clients on their tradefinance activities and identify cross-selling opportunities.

  • Work closely with compliance, Legal, and Credit Administration toaddress and resolve less complex issues.

  • Resolve and/or mitigate the risks in the GlobalTrade Finance products and services transactions.

  • Perform and process Trade Financing duties
  • Apply the Compliance and Letter of Credit rules on the day to daytransactions

  • Maintaining current client relationships and independently handle lesscomplex client issues.

  • Assist in providing guidance to a more junior member of the team.

  • Participate in departmental and bank wide initiatives and projects

  • Any additional tasks assigned by the manager

  • Excellent Trade Finance and financial service background required, with over 7+ years in financial services of which minimum 5+ years in Trade Finance. 

  • Bachelors degree or equivalent work experience. 

  • Excellent leadership skills.

  • Excellent customer service skills and relationship skills.

  • Excellent multi-tasking and organization skills.

  • Excellent problem solving and critical thinking skills.

  • Customer-focused with excellent interpersonal skills.

  • Excellent verbal and written communications skills and ability to communicate and influence at an appropriate level.

  • Proactive and self-motivated with ability to work independently with minimal supervision and under tight deadlines.

  • Proven ability to meet new challenges, assimilate new information and to influence people through maturity of approach.

  • Ability to make sound and reliable decisions under supervision.

  • Working expertise and knowledge of the following:

    • OFAC
    • Trade based Money Laundering
    • Department of Commerce Anti-Boycott Regulations
    • SWIFT
    • Uniform Customs and Practices for Documentary Credits (UCP600)
    • International Standby Practices (ISP98)
    • Uniform Rules for Collections (URC522)
    • Uniform Rules for Bank to Bank Reimbursement (URR725)
    • Uniform Rules for Bank Guarantees (URDG758)
    • Uniform Commercial Code Article 5
    • Other compliance or trade related rules and regulations

Primary Location: United States-California-Santa Clara
Work Locations:
Job: Banking International
Organization: SVB Financial Group.
Schedule: Full-time
Job Posting: Nov 18, 2019, 10:40:29 PM