Opportunity Description
Job Description
This role is the first point of contact for clients submitting implementation of Trade products requests. The implementation advisor handles end-to-end processing for less complex implementations, coordinates with internal business partners (Sales & Relationship Managers, Product Managers, Compliance, Operations) and serves as the primary point of contact for external clients engaging in product setup or maintenance under the trade finance suite.
Responsibilities
- Implements standard/common Trade product packages for clients
- Monitors progress of implementation and/or end-to-end resolution as applicable
- Responds to implementation requests received by email and questions from internal partners or clients
- Conducts research using various bank systems to enable response to client questions and inquiries
- Organize and manage all internal and external project activities to deliver implementations accurately ...
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