27 Aug
|
National Bank
|
Montreal
27 Aug
National Bank
Montreal
A career as an Inside Sales Trade Finance Specialist within the Trade Finance team at National Bank means acting as a trusted advisor who helps identify business opportunities and connect clients and internal partners with solutions that support domestic and international trade. In this role, you'll have a direct impact on business growth through your expertise in business development, client engagement, and trade finance solutions. Identify and qualify business opportunities related to trade finance solutions through referrals, portfolio reviews, internal partnerships, and client interactions.
Support relationship managers and trade finance specialists by preparing client discussions, assessing needs, and coordinating next steps throughout the sales process. Advise and educate internal partners on trade finance products, value propositions, referral opportunities, and client use cases to increase awareness and business penetration. Maintain accurate sales pipeline, referral, and activity tracking to support business development objectives, reporting, and follow-up activities.
Collaborate with execution teams and subject matter experts to ensure a seamless transition from opportunity identification to implementation and ongoing servicing. Contribute to business development initiatives, client outreach campaigns, and continuous improvement efforts that enhance the adoption of trade finance solutions.
The Trade
Finance team is made up of dedicated professionals who work in an agile, proactive, and collaborative manner to support Canadian businesses in managing risk, optimizing working capital, and expanding their domestic and international trade activities. Our team stands out for its expertise, collaborative mindset, and commitment to delivering tailored solutions that help clients achieve their business objectives.
National
Bank values continuous development and internal mobility. Our personalized training programs, based on learning by doing, help you master your profession and develop new areas of expertise. Tools such as the Data Academy, language training, the Harvard Learning Center, as well as coaching and mentoring programs are available to you at all times.
Bachelor's degree in a related field and several years of experience in banking, commercial sales, business development, treasury management, international trade, or trade finance. Knowledge of trade finance solutions such as letters of credit, standby letters of credit, guarantees, documentary collections, receivables finance, or supply chain finance. Strong understanding of risk, compliance, credit, documentation, and operational requirements within a banking environment.
Proficiency with customer relationship management tools, Microsoft Office applications, and digital banking platforms. In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible advantages to help promote your wellbeing and that of your family such as:
Flexible group insurance Generous pension plan Employee and family assistance program Preferential banking services Involvement in community initiatives Virtual sleep clinic Whether through our surveys or programs, regular feedback and ongoing communication are encouraged. We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments.
Communication, Diversity & Inclusion, Driving Results, Emotional Intelligence, Teamwork, Accountability, Client-focused, Empathy, Initiative, Learning Agility, Resiliency, Humility
📌 Inside Sales Trade Finance Specialist (Montreal)
🏢 National Bank
📍 Montreal