Trade Client Services Executive | Contract | Bank

About the Role

We are seeking a proactive and client-focused Client Services Executive to join the Global Trade Solutions (GTS) team. This role is responsible for managing clients' transactional servicing requirements, supporting trade-related activities, and delivering a seamless client experience across various trade and transaction banking solutions.

Key Responsibilities

• Serve as a primary point of contact for clients on trade and transaction banking servicing matters.
• Take ownership of client enquiries, service requests, and transactional issues, driving timely resolution from initiation to closure.
• Coordinate closely with Transaction Services, Operations, Business Development, Relationship Managers, and Coverage teams to support transaction fulfilment and service delivery.
• Build and maintain effective relationships with clients by understanding their business activities, transaction flows, and operational requirements.
• Provide guidance to clients on trade transaction processes, documentation requirements, operational procedures, and available banking solutions.
• Monitor daily service performance and proactively identify opportunities to enhance client experience and operational efficiency.
• Support Client Service Managers in the preparation of management information (MI), client reporting, service reviews, and business performance analysis.
• Monitor and analyze trade-related KPIs, service metrics, transaction volumes, turnaround times, and operational trends.
• Track client feedback and service issues, escalating where appropriate and driving continuous improvement initiatives.
• Promote and support client adoption of digital platforms and self-service capabilities to improve efficiency and client experience.
• Participate in transformation initiatives, including process automation, workflow enhancements, and service improvement projects.
• Support testing, implementation, and rollout of system enhancements and process changes.
• Prepare reports, presentations, and data analysis to support business decisions and stakeholder discussions.
• Ensure all servicing activities comply with internal policies, operational procedures, regulatory requirements, and risk controls.
• Maintain accurate records of client interactions, service requests, and issue resolution activities.

Requirements

• Bachelor's Degree or Diploma in Banking, Finance, Business, Economics, or a related discipline.
• Minimum 2 years of experience in Client Services, Trade Finance, or related banking functions.
• Familiarity with Global Trade Solutions products and services, including Trade Finance, Import/Export Financing, Guarantees, Letters of Credit, Supply Chain Finance, or Transaction Banking products.
• Good understanding of trade finance operations, transaction lifecycles, and client servicing processes.
• Experience preparing management information (MI), business reports, and operational performance dashboards.
• Proficiency in Microsoft Excel, including data analysis, reporting, Pivot Tables, formulas, and dashboard preparation.
• Analytical mindset with the ability to identify trends, investigate issues, and recommend practical solutions.
• Effective communication and stakeholder management skills.
• Client-centric approach with the ability to manage expectations and build trusted relationships.
• Ability to work independently and collaboratively across teams.
• High attention to detail with a focus on accuracy and service quality.