Area(s) of interest: Advisory services, Commercial banking

Location(s): 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.

Your role

- 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 prospect 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.

Your team

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.

Requirements

- 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.

- Experience identifying client needs and matching business challenges with relevant financial solutions.

- 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.

- Experience working with multiple stakeholders in a complex and evolving business workplace.

Languages

Reason to require this language: you will need to serve clients who speak a language other than French regularly.

Skills

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Communication Diversity & Inclusion Driving Results Emotional Intelligence Teamwork Accountability Client-focused Empathy Initiative Learning Agility Resiliency Humility In addition to competitive compensation, upon hiring you’ll be eligible for a wide range of flexible benefits to help promote your wellbeing and that of your family such as:

- Health and wellness program, including many options

- Employee Share Ownership Plan





- Employee and family assistance program

- Preferential banking services

- Involvement in community initiatives

- Virtual sleep clinic

We have an offer that keeps up with trends as well as your needs and those of your family.

Our dynamic work environments and cutting-edge collaboration tools foster a positive employee experience. We value employees’ ideas. Whether through our surveys or programs, regular feedback and ongoing communication are encouraged.

Making a bold move in a people-first environment

We’re a bank on a human scale that stands out for its courage, entrepreneurial culture, and passion for people. Our mission is to have a positive impact on people’s lives. Our core values of partnership, agility, and empowerment inspire us, and inclusion is central to our commitments. We aim, wherever possible, to provide a barrier-free and accessible environment to all employees.

We strive to provide accessibility measures throughout the recruitment process within the limits of our available resources. If you require accommodations, feel free to let us know during our initial conversations. We welcome all candidates! What can you bring to our team?

Why work at National Bank?

For an environment that supports your career path

There are many varied opportunities for you to progress and develop, and move ahead in your career. This includes on-the-job learning and training, co-development and pairing with other employees, professional support and mentoring, internal career days or discussion forums with our leaders.

For an inclusive and diverse environment

We foster inclusion in an environment where each person’s unique qualities, whether visible or invisible, are celebrated and valued. We welcome all candidates! What can you bring to our team?

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📌 Inside Sales Trade Finance Specialist (Montreal)
🏢 Banque Nationale du Canada
📍 Montreal