Bank of the West Global Trade Solutions Officer in San Ramon, California

Global Trade Solutions Officer


What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.

Job Description Summary

Responsible for the development of new international trade finance service relationships, primarily through proactive involvement with line relationship managers to generate significant trade finance fee and interest income. This is the entry-level for the Trade Advisory Officer job family and as such requires rapid development of the Bank's Global Trade Services (GTS) products knowledge to support the sales efforts of the Bank's sales force.

Essential Job Functions

  • Works with line relationship managers to develop prospects for sale of international trade finance services such as import or export letters of credit, collections, government-guaranteed programs and trade services.

  • Sells to and maintains contact with accounts in conjunction with account managers. Consults with prospects and customers to identify needs and recommend the trade finance services to meet those needs. Demonstrates services/products to customers through personal meetings.

  • Reconciles most trade finance sales issues and answers questions concerning import and export finance as well as documentary products independently.

  • Serves as liaison between current and potential customers and the Bank to resolve questions regarding products/services.

  • Educates line relationship managers in the knowledge and promotion of international trade finance services.

Other Job Duties

  • Recommends improvements in existing products or product mix to meet competitive products.

  • Submits reports on sales activity and maintains records.

  • Interacts with international-oriented business and professional organizations.


Required Experience

  • Requires advanced knowledge of job area typically obtained through advanced education combined with experience.

  • May have practical knowledge of project management.

  • Requires 5 years minimum prior relevant experience.


  • Bachelor's Degree Business or Finance


  • Ensures compliance with the Bank’s credit values.

  • Views credit quality as a personal obligation.

  • Exhibits sound judgment.

  • Ensures accurate, candid, and balanced loan presentations.

  • Recognizes responsibility for ongoing account monitoring.

  • Is proactive in problem detection and resolution.

  • Maintains balance between growth objectives and credit quality objectives of the Bank.

  • Strong analytical and research skills.

  • Knowledge of banking products and services.

  • Strong written and verbal communication skills.

  • Negotiation skills.

  • Planning and organizing.

  • Strong computer skills with ability to use MS Office products.

Equal Employment Opportunity Policy

Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.

Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.

Job: Sales and Sales Related

Location: United States-California-San Ramon

Requisition ID: 040304