Global Trade Finance Representative II

TD Bank•Mount Laurel, NJ

5d•Onsite

About The Position

This role creates Banks Acceptance financing, processes, accepts and/or affects payments under Documentary Collections. It requires specialized expertise to provide complex transactions/product feature advice and guidance to customers. The role demands specialized skills and expertise in a range of products, services, concepts and processes, and could be characterized by moderate - high complexity/risk. The representative acts as an account and credit administration process/ product expert to customers and/or internal partners, identifies complex problems, and formulates the most appropriate solution. They use insights into how the customer or sales team integrates with other teams to coordinate efforts and resources to achieve shared objectives.

Requirements

High School Diploma or GED
2+ years of related experience preferred

Responsibilities

Acts as a resource for Global Trade Finance team
Receives new letters of credit and/or amendment for issuance or advising
Reviews for compliance and consistency with letter of credit terms
Processes, accepts and/or affects payments on Import/Export Documentary Collections
Answers and resolves investigations and Customer inquiries
Verifies authenticity of letter of credit transactions by ensuring the information is properly authenticated
Examines letter of credit documents ensuring all letter of credit terms have been complied with or notifies of discrepancies
Assists account officers with clarifications of terms, pricing, and discrepancies
Informs manager of any Customer issues
Collects and processes fees
Maintains high level of technical and procedural expertise including knowledge of company products and services
Maintains high level of understanding of letter of credit products
Prioritizes and completes own workload to meet SLA requirements for service and productivity, and supports the team manager in prioritizing and managing team workload
Actively maintains an understanding of internal and industry regulations and trends, develops and shares knowledge of emerging issues and risks, and assesses potential impacts on operating policies, standards, and procedures
Consistently exercises discretion in managing correspondence, information, and all matters of confidentiality
Supports the development and/or implementation of standards, policies, procedures, and solutions that mitigate risk and maximize service availability, efficiency, and effectiveness
Contributes to the development and delivery of presentations and communications to management or broader audiences
Protects the interests of the organization by identifying and managing risks and ensuring the prompt and thorough resolution of escalated non‑standard, high‑risk issues
Adheres to enterprise frameworks and methodologies related to operational activities for the area (e.g., Anti‑Money Laundering, Business Continuity Management)
Supports change‑management projects or programs that impact the business, functions, or processes, and ensures clear communication and documentation of new processes
Identifies, leads, and actively participates in process‑improvement initiatives and determines solutions that enable business growth
Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
Participates in personal performance management and development activities, including cross training within own team
Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
Contributes to a fair, positive and equitable environment that supports a diverse workforce
Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally