Vice President, Client Processing Manager

BNY Mellon

$150K — $180K *
Finance & Insurance
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 15+ years of total work experience, with 10+ years specifically in Trade Finance (LC, Document Examination, Guarantees/Standby LC).
  • Proficiency in UCP, URDG, and ISP guidelines is preferred.
  • Strong understanding of Sanctions, Anti-Money Laundering (AML), and Boycott guidelines relevant to Trade Finance.
  • Bachelor's degree or equivalent; advanced/post-graduate degree preferred.
  • Applicable local regional licenses or certifications as required, with Trade Certifications (e.g. CDCS, CSDG) being advantageous.

Responsibilities

  • Train the team on issuance, confirmation vetting, and document examination processes to develop a skilled workforce.
  • Ensure accurate and timely handling of transactions and inquiries for High-priority clients.
  • Leverage in-depth expertise to proactively resolve complex transaction issues and enhance service offerings.
  • Support the Product and Relationship team with operational insights to effectively manage client expectations.
  • Participate in risk and control committees to mitigate process risks.
  • Act as an escalation point for complex problems and guide junior staff in solution building.
  • Collaborate with multiple stakeholders, including Clients and Legal, to structure and vet LC & Guarantees.

Benefits

  • Comprehensive training opportunities for professional growth.
  • Exposure to high-priority trade clients and complex transactions.
  • Collaborative work environment with various stakeholders.
  • Opportunity to lead workflow optimization and process improvements using technology.
  • Involvement in risk management and control procedures.
Full Job Description
Job Description

Position Summary: The Vice President, Client Processing Manager will be responsible for handling Complex LC structuring and manage the LC life cycle for High-priority Trade clients by providing timely and quality support to the clients in facilitating their transactions and processes. This role may also involve working with various stakeholders like Clients, FIs and NBFIs, simultaneously. Lake Mary, FL.

Responsibilities:
  • As a documentary credit specialist, provide comprehensive training to the team in issuance, confirmation vetting, and document examination processes, while developing a skilled workforce to meet client requirements and support business objectives.
  • Ensure transactions and inquiries of High-priority clients are handled timely and accurately.
  • Applies in-depth knowledge and expertise on service offerings, proactive assessment and resolution of complex transaction issues.
  • Assist Product and Relationship team with Operational/ transactional insights to manage client expectations.
  • Participate in the risk and control committee and mitigate inherent and residual risk of the processes.
  • Act as an escalation point for complex problems and guide less experienced staff in resolving the same. Responsible for crafting solutions and methods to resolve issues at hand and similar issues in the future.
  • Responsible for structuring LC & Guarantees vetting by collaborating with the Clients, Legal, Product, Risk & Compliance.
  • Prior experience working in a fast-paced, metric-driven environment, leading a team is required.
  • Leads workflow optimization and process improvement using best practices and technology.
  • Provides expert guidance on service offerings and resolves complex transaction issues.


Required Qualification:
  • 15+ years of total work experience with at least 10+ years in Trade Finance domain (LC, Document Examination, Guarantees/ Standby LC) is required. Well versed with UCP, URDG and ISP guidelines is preferred. Applicable local / regional licenses or certifications as required by the business. Trade Certifications (example: CDCS, CSDG etc.) is added advantage.
  • A strong knowledge of Sanctions, Anti-Money Laundering (AML), and Boycott guidelines, as well as their relevance to Trade Finance, is highly desirable.
  • Bachelor's degree or the equivalent combination of education and experience is required. Advanced/Post graduation degree preferred.

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