Analyst, Trade Operation Specialist (Open Account Trade), Institutional Banking Group Operations (IBGO), Group COO
Core
Process and administer Open Account Trade (OAT) transactions, including invoices, transport documents, disbursements, and payment applications, ensuring accuracy and compliance.
Role type
Analyst, Trade Operations
Builds
Operational processes for Open Account Trade transactions
Domain
Banking / Trade Finance (via careerplan.io/jobs/WD89205-analyst-trade-operation-specialist-open-account-trade-institutional-banking-group-operatio)
Required skills
Trade finance documentation processing, Invoice and transport document handling, Disbursement processing, Payment application, Regulatory compliance monitoring, Stakeholder communication, Process improvement identification
Preferred skills
Gen AI tools usage, Data analytics
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint)
Responsibilities
Process and administer OAT transactions including invoices and transport documents; Process disbursements to clients; Apply payments to outstanding invoices; Monitor and follow up on overdue invoices; Collaborate with internal stakeholders and external clients; Maintain compliance with guidelines; Identify and implement process improvements.
Seniority
Junior, hands-on IC