What you'd actually do

Lead and mentor a team of client service account managers supporting global trade clients

Serve as the primary escalation point for client onboarding, transactions, and ongoing service requests in the region

Act as a trade advisor for Letters of Credit, Supply Chain Finance, and other trade finance transactions

Oversee transaction service queues, resolve escalated client inquiries, and ensure timely follow-up

Liaise between Relationship, Operations, Treasury Management, Sales, and Implementations teams

Skills

Required

Trade Finance
Letters of Credit
Supply Chain Finance
Client Service Management
Team Leadership
Escalation Management
Client Onboarding
Transaction Management
Relationship Management
Operations Collaboration
Treasury Management Collaboration
Sales Collaboration
Implementations Collaboration
Business Requirements Definition
Technology Adoption
Customer Inquiry Resolution
Project Management
English
Spanish
Portuguese

Nice to have

Artificial Intelligence
Machine Learning

What the JD emphasized

Minimum 7 years of experience in Trade Finance, Letters of Credit, or related fields

Understanding of emerging technologies in trade finance, including artificial intelligence, machine learning, and their application to operational efficiency and client experience

Proven leadership experience managing teams in a service or implementations environment

Excellent written and verbal communication skills in English, Spanish, and Portuguese

The Trade and Working Capital Client Service Group manages and facilitates the unique and complex service needs of a global client base. As the LATAM Lead, you will be responsible for leading a team that delivers exceptional service, manages client onboarding and ongoing service requests, and acts as a strategic advisor for complex trade transactions. You will collaborate closely with Relationship Management, Operations, Treasury Management, Sales, and Implementations teams to ensure seamless client experiences and drive business growth.

Core Functional Responsibilities:

Lead and mentor a team of client service account managers supporting global trade clients
Serve as the primary escalation point for client onboarding, transactions, and ongoing service requests in the region
Act as a trade advisor for Letters of Credit, Supply Chain Finance, and other trade finance transactions
Oversee transaction service queues, resolve escalated client inquiries, and ensure timely follow-up
Liaise between Relationship, Operations, Treasury Management, Sales, and Implementations teams
Prioritize team workload to maximize productivity and client satisfaction
Project a confident and professional presence to clients, colleagues, and senior stakeholders
Collaborate with technology teams to define business requirements, test new solutions, and drive adoption of innovative tools within service and implementations functions
Research and resolve complex customer inquiries, prepare documentation, maintain procedures, and manage internal projects

Required Qualifications, Capabilities, and Skills:

Minimum 7 years of experience in Trade Finance, Letters of Credit, or related fields
Understanding of emerging technologies in trade finance, including artificial intelligence, machine learning, and their application to operational efficiency and client experience
Proven leadership experience managing teams in a service or implementations environment
College degree or equivalent work experience
Strong focus on client satisfaction and relationship building
Excellent written and verbal communication skills in English, Spanish, and Portuguese
Ability to work independently, resolve complex issues, and manage competing priorities
Demonstrated professional presence and adaptability

Core Functional Responsibilities:

Lead and mentor a team of client service account managers supporting global trade clients
Serve as the primary escalation point for client onboarding, transactions, and ongoing service requests in the region
Act as a trade advisor for Letters of Credit, Supply Chain Finance, and other trade finance transactions
Oversee transaction service queues, resolve escalated client inquiries, and ensure timely follow-up
Liaise between Relationship, Operations, Treasury Management, Sales, and Implementations teams
Prioritize team workload to maximize productivity and client satisfaction
Project a confident and professional presence to clients, colleagues, and senior stakeholders
Collaborate with technology teams to define business requirements, test new solutions, and drive adoption of innovative tools within service and implementations functions
Research and resolve complex customer inquiries, prepare documentation, maintain procedures, and manage internal projects

Required Qualifications, Capabilities, and Skills:

Minimum 7 years of experience in Trade Finance, Letters of Credit, or related fields
Understanding of emerging technologies in trade finance, including artificial intelligence, machine learning, and their application to operational efficiency and client experience
Proven leadership experience managing teams in a service or implementations environment
College degree or equivalent work experience
Strong focus on client satisfaction and relationship building
Excellent written and verbal communication skills in English, Spanish, and Portuguese
Ability to work independently, resolve complex issues, and manage competing priorities
Demonstrated professional presence and adaptability