Director of Trade Finance
RBC
full-time
Posted on:
Location Type: Office
Location: Montréal • Canada
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Job Level
About the role
- Develop and execute effective sales strategies to grow revenue from a portfolio of complex corporate/capital markets clients and through new client acquisitions by offering a full suite of Trade Finance solutions.
- Deliver a differentiated client experience by offering tailored solutions focused on meeting the client’s business and financial goals to grow relationships, enhance loyalty and drive innovation with our clients.
- Build trade capabilities of BFS and other colleagues through coaching, mentoring, or assisting with individual client scenarios.
- Demonstrate client stewardship and care in every decision and activity
- Follow Practice Management playbooks for sales routines, market and portfolio planning, client interactions to succeed individually and as a team
- Develop effective strategies for consistently winning new clients and identifying new sales opportunities
- Lead the origination, structuring, negotiations, and execution of customized trade finance and working capital solutions for domestic and international commercial/corporate clients, ensuring compliance with regulatory and risk frameworks
- Build and maintain strong client relationships, serving as trusted advisor by providing tailored advice and insights on trade and working capital finance solutions.
- Offer guidance aligned with clients’ needs, addressing new or emerging issues that may impact their business.
- Lead local Trade revenue growth initiatives by working closely with relationship teams and product partners, ensuring consistency across various commercial/corporate teams to deliver a high quality customer experience
- Promote awareness of Trade products, strategies and competitor information amongst the Relationship Managers and other strategic business communities to generate referrals
- Build, advance and actively replenish a pipeline of prospective clients and ensure the right mix of client/prospect contacts is achieved to meet sales and revenue goals.
- Exercise due diligence with all transactions: know your client, the transaction, credit structure, risk-analysis and client strategy
- Plan, prioritize client and market activities to win as One RBC.
Requirements
- Bachelor’s degree in business, finance or related field
- 10+ years of experience in client facing roles preferably in commercial or corporate banking
- Minimum two years’ Commercial Credit Experience
- Business development experience with strong client relationship management skills
- Successful track record in independently managing a portfolio, evidenced by strong returns, no avoidable losses
- Strong financial analysis skills with an ability to analyze company financial statements
- Experience in working with trade finance products such as letters of credit, guarantees, documentary credits, as well as corporate lending products such as transactional loans, borrowing base structures and factoring.
- Effective communication and negotiation skills
- Bilingualism (English and French) required, as you will regularly serve our clients with English and French-speaking needs.
- Trade finance certification, CFA, CPA or other relevant professional designation
Benefits
- Ability to make a difference and lasting impact
- Work in a dynamic, collaborative, progressive, and high-performing team
- Opportunities to do challenging work
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
trade finance solutionsfinancial analysiscommercial creditletters of creditguaranteesdocumentary creditstransactional loansborrowing base structuresfactoring
Soft skills
client relationship managementeffective communicationnegotiation skillscoachingmentoringclient stewardshipstrategic planningteam collaborationproblem-solving
Certifications
trade finance certificationCFACPA