Chase · 4 months ago
Letter of Credit Product Advisory - Vice President
3223 Hanover St, Palo Alto, CA, 94304, US
Full-time
Onsite
Mid, Senior Level
$119K/yr - $197K/yr
7+ years expChase is seeking a Letter of Credit Product Advisor - Vice President to enhance client experience within the Commercial Bank. This role involves managing a portfolio of clients, advising on Letter of Credit structuring, and ensuring efficient product delivery while coordinating with various internal teams.
BankingFinancial Services
Responsibilities
Own a portfolio of clients and build strong relationships with our customers and internal banking teams dedicated to your portfolio
Advise our Commercial Bank US customers and bankers around best practices on Letter of Credit structuring and set up
Set expectations around product delivery and help our customers with the Letter of Credit execution by providing them with a smooth end to end product delivery
Lead the Letter of Credit process and provide the clients with clear guidance and transparency on the process
Act as a trusted advisor to your respective portfolio for any Letter of Credit situations that arise
Coordinate with various internal, cross regional teams such as Banking, Trade Finance Client Service/Ops, Credit, Legal and other functions to ensure efficient Letter of Credit execution
Coordinate the Letter of Credit process across the Commercial Bank’s customer base during client onboarding, new facility set up and Letter of Credit issuance
Consult with clients on new facilities, amendments to or cancellations of Letters of Credit
Manage, oversee, and escalate for a broad range of topics, such as structuring, collateral, documentation and the complex implementations
Know credit appetite and coordinate discussions when a new credit need arises including partnering with the Underwriter and Credit Teams to facilitate set up of Letters of Credit facilities, and Cash Collateral, if needed
Engage with bankers on pricing discussions and guide for market levels and understand background for capital needs on Letters of Credit
Qualification
Required
7+ years' experience in Commercial Banking, Sales with Trade Finance / Letter of Credit experience
Proven ability to build and develop relationships. Willingness to build a strong internal network will be critical to success
Must possess strong verbal and written communications skills with the ability to adjust messaging for different audiences including our clients C-suite and their operations teams
Must be well-organized and structured with the ability to achieve tight timelines on complex deliverables
Experience in reviewing, understanding, and/or working with credit partners
Knowledge of Foreign Bank Guarantees
Experience working in or closely with front office Commercial Banking
Preferred
Advanced skills with Microsoft Excel and PowerPoint
Creative thinker, driven to deliver best-in-class deal execution to our customers
Self-starter, creative and driven, to provide consistent, high-quality support to ensure excellent client experience
Experience working with SalesForce or CRM platforms
Trade Finance or Letter of Credit sales experience
Company
Chase
Chase provides broad range of financial services. It is a sub-organization of JP Morgan Chase.
10001+ employees
Funding
Current Stage
Late StageLeadership Team
Mike McDonnell
Managing Director, Head of Chase Travel Platform Product
Nicole Sanchez
Managing Director, Consumer Bank, GM and Product Executive, Growth Financial Products
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