Caroline Chisholm Catholic College

Deakin University

Senior Global Trade & Receivables Finance Manager

HSBC Commercial Banking

Building relationships and managing a portfolio of up to 200 small-to-medium enterprise (SME) business customers. Strengthening connections by leading needs based conversations across the full spectrum of customer’s banking requirements, from cash flow to transaction, lending to payments, business and consumer.Selling Westpac’s financial products and providing professional financial advice by exploring customer’s financial requirements and goals.Understanding the local business marketplace, providing advice based on trade, economic and commercial knowledge.Driving integration, synergies, best practice, and learning's across the portfolio and the broader team.

Westpac

Business Banking Manager

Oversight and ownership of the sales, implementation, and operations processes related to trade and supply chain finance products.Working with trade sales on the deal review process, monitor the product commercials to help achieve financial goals of trade and supply chain finance product portfolio.Updating product documentation including country addendum to product approval programs.Understanding competitor offerings, research market and identify new product enhancement opportunities.Liaising with regional and management teams on new product developments. Disseminating product knowledge and providing training to trade solutions, customer operations and coverage teams.

Assistant Manager - Trade & Supply Chain Finance

Managing existing relationships and identifying new opportunities to increase revenue derived from large business and corporate customers.Initiating contact with prospects based upon sales strategy and trade finance target segment strategy.Optimising revenue generating opportunities from new customers. Utilising market knowledge to identify sales opportunities.Liaising with regional teams to support growth of the bank’s regional presence and alignment with customer trade flows.Managing risk within bank guidelines.

Senior Trade Sales Officer

Liaising with sales and operations teams to ensure timely securitisation of financing and risk underwriting.Placing transactions with financing banks and further liaising with same throughout the life of the transaction. Issuing letters of credit and checking workability of export letters of credit.Checking confirmation and discount rates with banks and updating relevant ANZ systems.Maintaining strong relationships with financing banks including negotiations of bi-lateral facilities.Ensuring the proper drafting and countering of financial documentation.

Trade Relationship Officer

Supporting relationship management teams with trade transactions processing.On-boarding new customers and establishing customer profiles.Opening and maintaining foreign currency accounts and term deposits for regional customers.Daily management of network enquiries through liaising with management and regional teams.

Nina To