Finance manager Jobs in Raleigh, NC

Overview

The Trade Finance Account Manager (TFAM) supports the first line client experience by providing client on-boarding, account servicing and relationship management to Trade Finance clients.

The TFAM works with clients and internal stakeholders including Credit Solutions, Product Sales, Legal and Compliance to understand and interpret deal terms for Trade Finance products. The Trade Finance Account Manager is responsible for managing letter of credit documentation packages to ensure adherence to regulatory and compliance guidelines as well as documentation guidelines to issue the product, including collateral accounts, letter of credit applications and amendments, credit underwriting approvals, the corporate borrowing certificate and relevant loan documentation to name a few. The TFAM is the central point of contact for the Trade product documentation process handing off to relevant stakeholders within the Trade Finance team.

The TFAM develops relationships with internal colleagues and collaborates with lenders, relationship advisors, Credit Solutioning, Trade Product Sales and Trade Solutioning to ensure consistent delivery of the client experience.

The TFAM ensures timely and accurate resolutions to client requests and inquiries regarding documentation and will be able to confidently handle multiple tasks simultaneously, deliver as promised, effectively prioritize, and escalate issues and / or seek guidance before issues impact clients or grow larger.

Responsibilities

• INDEPENDENTLY EXECUTE PRODUCT CLOSING PROCESS (Commercial and Standby Letter of Credits) - Be autonomous within the closing process while escalating issues as necessary to successfully complete closing, funding, and boarding within specified timeframe.

Lead process with Lenders or Trade Product Sales in procuring documentation and information essential to trade product processing.

Challenges existing processes or approaches and identifies areas of inefficiency or opportunities for enhancements.

Build relationships with clients and internal business partners based on trust and respect.

Manage CRM data input for transaction status and deliver reporting as requested.

Qualifications

Bachelor's Degree and 2 years of experience in Commercial banking experience OR High School Diploma or GED and 6 years of experience in Commercial banking experience

Preferred Education : Bachelor's DegreePreferred Area of Study : Business, Finance, AccountingPreferred Area of Experience : Trade FinanceLicense or Certification Type : null nullSkill(s) : Time Management, Fostering Teamwork, Growth Mindset, Customer / Client Focus, Commercial Banking knowledge

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https : / / jobs.firstcitizens.com / benefits.

Company Description :

Founded in 1898 and headquartered in Raleigh, N.C., First Citizens Bank serves customers in 18 states and the District of Columbia. For over 100 years, customers have trusted First Citizens with their money … and their futures. Today, First Citizens is the largest family-controlled bank in the nation and the sixth-largest bank franchise headquartered in the Southeast with more than $30 billion in assets. We employ more than 6,000 associates who are focused on helping our customers achieve a lifetime of success. First Citizens operates more than 570 branches in Arizona, California, Colorado, District of Columbia, Florida, Georgia, Kansas, Maryland, New Mexico, Missouri, North Carolina, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Virginia, Washington and West Virginia.

First Citizens Bank. Forever First®. Member FDIC.

Equal Opportunity / Affirmative Action Employer / Minority / Female / Disability / Veteran

If you need special assistance or an accommodation in applying for employment at First Citizens Bank, please contact our Human Resources department.