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U.S. Bank · 11 hours ago

Trade & Working Capital – Sales Execution and Program Management Originator 2

Charlotte, NC

Full-time

Hybrid

Senior Level, Lead/Staff

$148K/yr - $175K/yr

10+ years exp

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Sales Enablement and Program Management Originator plays a critical role in driving strategic sales initiatives and optimizing processes within Working Capital Finance to enhance client engagement and fuel growth.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Act as the central coordination lead for execution of traditional trade (e.g. letters of credit, documentary collections) and supply chain finance (e.g. AP/AR purchase, participations) programs, partnering with internal teams to ensure activities from mandate through funding stay on track. Maintain oversight of timelines, deliverables, and issues, proactively communicating updates, delays or risks to clients and key stakeholders

Drive sales enablement through the design and delivery of educational and sales campaigns across regions and client segments; create client-facing materials and playbooks to accelerate adoption and usage

Manage asset distribution and participations, run bid processes, negotiate allocations, and execute documentation with bank and non-bank lead arrangers to broaden reach and optimize economics

Partner cross-functionally with Sales Origination, Portfolio Management, Relationship Management, Credit, Legal, Operations, and Product to ensure governance alignment and policy compliance

Monitor program health by tracking performance metrics, produce executive-ready insights, and support renewals, amendments, and program upsizes that deepen client engagement and revenue

Optimize workflows and sales processes by streamlining handoffs, removing friction, and capturing client feedback to inform product enhancements and automation opportunities

Support end-to-end management of strategic sales programs, including planning, execution, and post-implementation reviews. Originate add-on opportunities within existing programs by identifying expansion paths, new supplier cohorts, and distribution channels

Uphold risk and control standards by maintaining documentation, reconciliation, and audit readiness, proactively resolving exceptions and ensuring data integrity across core systems

Serve as a client-facing advisor through direct client and supplier engagement while maintaining relationships with lead arrangers to ensure successful execution and adoption

Support client and market engagement through firm representation at Trade and Working Capital industry and client conferences

Act as a liaison between sales, technology, compliance, and operations to ensure alignment and execution of strategic priorities. Facilitate workshops, training sessions, and stakeholder meetings as needed

Other job duties as needed

Qualification

TradeWorking Capital FinanceCommercial Letters of CreditSales EnablementBusiness DevelopmentSalesforceNegotiation SkillsAnalytical AbilitiesAttention to DetailCommunication SkillsCross-functional Collaboration

Required

Bachelor's degree

Fundamental understanding of Trade and Working Capital Finance

10 or more years of related experience

Ability to travel up to 25%

Preferred

Bachelor's or master's degree in Finance, Business, or related field

Strong knowledge of Commercial Letters of Credit, Documentary Collections, Standby Letters of Credit, Receivable Purchasing and Supply Chain Finance products including go-to-market strategies, program implementation and management, transaction pricing and sales

Ability to explore and originate new business opportunities within existing programs to contribute to the growth of the Trade & Working Capital business in terms of assets, market share and revenue

Proven commercial credit skills and ability to effectively work with Credit and Relationship Managers

Outstanding attention to detail and ability to manage multiple projects/tasks simultaneously

Demonstrated business development and negotiation skills including a proactive and persistent sales approach

Excellent strategic and analytical abilities and strong communication skills

Understanding of clients' working capital needs and experience partnering with cross-functional sales and enablement teams to deliver holistic client solutions

Highly proficient in Salesforce, MS Excel, MS PowerPoint and MS Word