Trade Finance Analyst
About The Position
At Regions, the Trade Finance Analyst provides primary analytical support to Trade Finance Relationship Managers and Portfolio Managers in originating and executing trade finance products and services, including Export Financing, Cross-Border Trade Services, Standby Letters of Credit, and Supply Chain Finance. The role helps cultivate client relationships through research, monitoring client and industry trends, and contributing to strategic and tactical planning. Analysts participate in client meetings, due diligence visits, and other client interactions, gaining exposure to key executives and senior bankers. The analyst works as part of client teams that include Trade Finance Relationship Managers and Portfolio Managers, partners from other lines of business, and the Trade Finance Operations team. Work is divided among live deals and pitches, ongoing sales support, and research and analytical support. The position is exempt from Fair Labor Standards Act timekeeping requirements and is not eligible for overtime. It is incentive eligible, with participation in a discretionary incentive plan.
Requirements
- Bachelor’s degree, or a high school diploma or GED and four years of related experience.
- Ability to learn additional systems as needed.
- Ability to research and analyze data and derive facts.
- Ability to work in multiple roles and on multiple projects, independently and as part of a team.
- Ability to work well under pressure and meet deadlines.
- Advanced proficiency in Microsoft Office Suite, including Excel, Word, PowerPoint, and Outlook.
- Strong organizational skills.
- Strong verbal and written communication skills.
- Strong work ethic and self-motivation.
Nice To Haves
- Bilingual ability.
- Coursework in Corporate Finance or a related field.
- Relevant experience, such as summer internships or at least one year of experience.
Responsibilities
- Support the Trade Finance Relationship Team in client relationship responsibilities, including interactions with current and prospective clients.
- Interface with clients and build relationships, working with the Trade Finance Relationship Team to provide quality account support.
- Prepare pitches, proposals, client materials, and supporting analyses.
- Conduct client, industry, and banking research, including benchmarking clients against industry peers.
- Use existing tools to provide market and company intelligence to support prospecting and sales efforts.
- Respond to daily Export Letter of Credit confirmation and discount requests from clients.
- Support new-client onboarding by gathering and reviewing compliance documentation, establishing customer profiles, and ensuring required information is available to Trade Finance Operations.
- Complete and verify Trade Services User Agreements for clients using Trade Finance digital platforms.
- Customize Trade Finance pitch materials for client calls and manage and improve the catalogue of internal and external materials.
- Perform profitability analyses, including Risk-Adjusted Return on Capital (RAROC), for new credit-related opportunities.
- Assist with the annual Trade Finance Services pricing review.
- Execute other items requested for specific client and prospect meetings.
- Take on other responsibilities as assigned by the Trade Finance Sales Leader, which may include projects or new product initiatives.
Benefits
- Paid vacation and sick time
- 401(k) with company match
- Medical, dental, and vision benefits
- Disability benefits
- Health Savings Account
- Flexible Spending Account
- Life insurance
- Parental leave
- Employee Assistance Program
- Associate Volunteer Program
- Potential discretionary incentive award based on performance against defined metrics and goals
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
