Trade Finance Sales Associate
Job Description
At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and communities we serve. We Stand For Service® is more than part of our name, its our mission and our purpose.
The Trade Finance Sales Associate will contribute to the development and execution of the Trade Finance line of business as a key component of the overall international services value proposition at WSFS Bank. This role is ideal for a motivated professional with a strong commercial and analytical profile looking to develop a career as a Trade Finance front-office product specialist. The incumbent will play a pivotal role in supporting senior management with strategic planning and marketing initiatives while also building a transactional trade finance portfolio. This position provides a dynamic environment for individuals seeking to combine client relationship management, product expertise, and analytical skills in the SME and Middle Market segments.
Job Responsibilities:
Act as a key front-office product specialist, growing expertise in trade finance products while expanding book of transactional business.
Maintain continuous education through seminars, web events and industry conferences to stay abreast of ever-changing industry products, strategies, trends, and regulation.
Serves as liaison with external and internal customers to increase awareness of the Trade Finance product offering and ensure understanding of the intricacies and complexities of those products.
Partner with Coverage teams to ensure a seamless customer experience.
Support and build relationships with SME and Middle Market companies with annual revenues between $5MM and $500MM.
Engage with SME and Middle Market customers to understand their trade finance needs and provide tailored solutions, including: Standby Letters of Credit (SBLCs), Commercial Letters of Credit, Documentary Collections, Supply Chain Finance (SCF).
Collaborate with senior management to design and implement marketing strategies that drive business development.
Assist the preparation of market analysis and development of action plans to penetrate target markets.
Draft transaction term sheets and credit applications while managing all necessary documentation.
Present opportunities to management, compliance, and risk departments for review and approval.
Prepare financial analysis and create credit memorandum to support Trade finance opportunities.
Leverage strong skills in PowerPoint, Excel, Power BI and Salesforce to deliver impactful presentations, perform financial analysis, and generate actionable insights.
Maintain and enhance reporting on pipeline activity and industry trends.
Ensure transactions adhere to internal policies and regulatory requirements.
Work closely with back-office teams to ensure operational excellence.
Coordinate to internal and external counsels as required.
Minimum Qualifications:
Bachelors degree in business, Finance, or a related field; masters in finance or CFA a plus.
3+ years of combined experience in trade finance, credit analysis, middle market banking or investment banking.
2 years expertise in trade finance and working capital optimization products (SBLCs, commercial LCs, documentary collections, SCF/open account).
Advanced proficiency in PowerPoint, Excel, Power BI and Salesforce.
Must have strong analytical and communication skills with the ability to create compelling financial analysis and presentations.
Must have outstanding interpersonal skills and flexibility to work with co-workers at all levels throughout the organization.
Must have strong organizational and analytical skills with the ability to manage competing priorities.
Must have demonstrated ability to build and manage client relationships.
Must have experience structuring and executing trade finance transactions.
Knowledge of trade finance market trends and best practices.
Bilingual in Spanish a plus.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Apply Now
At WSFS Bank, we empower our Associates to grow their careers, we guide our customers to secure their financial futures, and we actively support our communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, opportunities to advance, and more. We are the premiere, locally headquartered bank and wealth management company in the region and are honored to consistently be named a Top Workplace by our Associates, who make a difference every day for the people, businesses, and communities we serve. We Stand For Service® is more than part of our name, its our mission and our purpose.
The Trade Finance Sales Associate will contribute to the development and execution of the Trade Finance line of business as a key component of the overall international services value proposition at WSFS Bank. This role is ideal for a motivated professional with a strong commercial and analytical profile looking to develop a career as a Trade Finance front-office product specialist. The incumbent will play a pivotal role in supporting senior management with strategic planning and marketing initiatives while also building a transactional trade finance portfolio. This position provides a dynamic environment for individuals seeking to combine client relationship management, product expertise, and analytical skills in the SME and Middle Market segments.
Job Responsibilities:
Act as a key front-office product specialist, growing expertise in trade finance products while expanding book of transactional business.
Maintain continuous education through seminars, web events and industry conferences to stay abreast of ever-changing industry products, strategies, trends, and regulation.
Serves as liaison with external and internal customers to increase awareness of the Trade Finance product offering and ensure understanding of the intricacies and complexities of those products.
Partner with Coverage teams to ensure a seamless customer experience.
Support and build relationships with SME and Middle Market companies with annual revenues between $5MM and $500MM.
Engage with SME and Middle Market customers to understand their trade finance needs and provide tailored solutions, including: Standby Letters of Credit (SBLCs), Commercial Letters of Credit, Documentary Collections, Supply Chain Finance (SCF).
Collaborate with senior management to design and implement marketing strategies that drive business development.
Assist the preparation of market analysis and development of action plans to penetrate target markets.
Draft transaction term sheets and credit applications while managing all necessary documentation.
Present opportunities to management, compliance, and risk departments for review and approval.
Prepare financial analysis and create credit memorandum to support Trade finance opportunities.
Leverage strong skills in PowerPoint, Excel, Power BI and Salesforce to deliver impactful presentations, perform financial analysis, and generate actionable insights.
Maintain and enhance reporting on pipeline activity and industry trends.
Ensure transactions adhere to internal policies and regulatory requirements.
Work closely with back-office teams to ensure operational excellence.
Coordinate to internal and external counsels as required.
Minimum Qualifications:
Bachelors degree in business, Finance, or a related field; masters in finance or CFA a plus.
3+ years of combined experience in trade finance, credit analysis, middle market banking or investment banking.
2 years expertise in trade finance and working capital optimization products (SBLCs, commercial LCs, documentary collections, SCF/open account).
Advanced proficiency in PowerPoint, Excel, Power BI and Salesforce.
Must have strong analytical and communication skills with the ability to create compelling financial analysis and presentations.
Must have outstanding interpersonal skills and flexibility to work with co-workers at all levels throughout the organization.
Must have strong organizational and analytical skills with the ability to manage competing priorities.
Must have demonstrated ability to build and manage client relationships.
Must have experience structuring and executing trade finance transactions.
Knowledge of trade finance market trends and best practices.
Bilingual in Spanish a plus.
WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at [email protected].
WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Apply Now