Onboard new Trade clients into the Trade Client Management portfolio at lending completion.
Deliver a high level of customer service and work with clients who are new to Trade to build confidence in operating Trade instruments and lending.
Act as the main point of contact on Trade related queries from portfolio clients and key stakeholders, such as Credit and Coverage, with the ability to discuss technical and operational aspects.
Monitor and control the Trade facilities on an ongoing and regular basis.
Proactively highlight any key performance trends within the overall portfolio to stakeholders.
Recognise and develop opportunities to expand and grow client relationships using appropriate Trade solutions.
Offer new or improved solutions to clients where appropriate, as part of the service delivery proposition.
Identify cross selling opportunities and raise them to the appropriate SCS or coverage team.
Prepare and submit credit applications, in conjunction with Relationship Teams, for portfolio clients’ facility renewals or facility increases.
Maintain high standards of adherence to all risk, compliance, and regulatory requirements to protect and enhance the banks' reputation.

A genuine passion for helping our clients and helping their business grow.
A good understanding of credit analysis, credit risk, and working capital management.
Attention to detail and ability to multitask across different responsibilities in a portfolio management environment.
Ability to manage and build relationships with multiple stakeholders.
Strong communication skills.
Ability to drive income and lending growth by meeting and identifying additional client needs.
Knowledge of Trade products is desirable but not essential.

Trade Client Manager

Key skills