Specialist: Customised Trade

Job Family

Career Stream

Leadership Pipeline

Job Purpose

To verify; prepare; capture; reconcile and confirm all inputs within service level obligations and in compliance with internal policies and procedures; timeously escalating issues when required to the Senior Specialist. To drive the timeous execution of the day-to-day services in specific Client Delivery unit through increased operational efficiency and improved client experience. To identify and mitigate operational risk/issues through the collaboration with the relevant servicing teams by managing exceptions and timeous engagement with clients.

Job Responsibilities

• Manage the overall objectives and drive operational efficiency in the fulfilment of specific Client Delivery unit execution deliverables. 
• Strengthen team participation through effective collaboration within the Client Delivery unit and across the portfolio value chain.  
• Support the direct Senior Manager by leveraging unique product SME knowledge & experience in optimizing and investing in key technology, systems, and processes to continuously drive efficiencies and future market initiatives. 
• Ensure a gold-standard client experience by managing the execution obligations within the product portfolio. 
• Ensure seamless client experience through efficient and reliable services by prioritizing high value clients.
• Identify and resolve client pain points through the engagement and escalation to the direct Senior Manager
• Ensure exceptions are identified, tracked, resolved, and communicated to the portfolio Senior Specialist
• Support opportunities to improve business processes, systems, and digitization by implementing effective ways to operate within the specific Client Delivery unit.
• Stay abreast of current rules and regulations and contribute to the crafting of procedures; standards; processes.
   

Essential Qualifications - NQF Level

Preferred Qualification

Bachelor of Commerce in Finance, Accounting or Economics

Preferred Certifications

CDCS (Certified Documentary Credit Specialist); and/or 
CITF (Certificate in International Trade Finance)
 

Minimum Experience Level

3 - 5+ years’ experience in Customised Trade solutions focused on Middle Office, Support Client Operations. 

Technical / Professional Knowledge

Behavioural Competencies