Trade Services Specialist
Wells Fargo
Trade Services Specialist
Job Description
About this role:Wells Fargo is seeking a Trade Services SpecialistIn this role, you will:Provide critical operational support for Commercial and Standby Letters of Credit (LCs) within the Commercial Banking Middle Office. Responsibilities include reviewing and processing letters of credit, onboarding new clients, collaborating with key business partners such as Relationship Managers, Underwriters, and LC Processing teams, resolving client inquiries and issues, ensuring adherence to strong operational controls, and delivering timely, accurate, and high-quality service to both internal stakeholders and clients.Analyze the continued satisfaction and retention of existing clients and referral of international banking issuesTrain and coach daily work flow of less experienced staff, resolve routine issues and escalated problemsPerform issuing, advising and amending of letters of credit, negotiation of letters of credit documents, processing documentary and direct collections in accordance with Trade Services standardsPresent recommendations for identifying opportunities for growth through client referrals and making recommendations to changes in existing policies, practices and proceduresDevelop full working knowledge of complex letter of credit documentation, governing regulations, bank operations and credit riskCollaborate and consult with peers, colleagues and managers to resolve issues and achieve goalsRequired Qualifications:2+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educationDesired Qualifications:Experience with Standby Letters of Credit including onboarding client, liaising with front office and the processing team.Experience with Documentary letters of Credit.Knowledge of UCP 600 and IPS98.Knowledge of Trade Finance products in general.Strong Microsoft office (Word, Excel and Outlook).A bachelor's degree in any field of study is preferred.Must be able to work at the location listed on the req.1525 W W T Harris Blvd, Charlotte, NC 28262Posting End Date: 6 Sep 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.Applicants with DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.Wells Fargo Recruitment and Hiring Requirements:a. Third-Party recordings are prohibited unless authorized by Wells Fargo.b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
Locations
- NC, CHARLOTTE
Skills Required
- Standby Letters of Credit including onboarding clientintermediate
- Documentary letters of Creditintermediate
- UCP 600intermediate
- Trade Finance products in generalintermediate
Required Qualifications
- 2+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (experience, 2 years)
- 2+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education (experience, 2 years)
- Experience with Standby Letters of Credit including onboarding client, liaising with front office and the processing team. (experience)
- Experience with Documentary letters of Credit. (experience)
- Knowledge of UCP 600 and IPS98. (experience)
- Knowledge of Trade Finance products in general. (experience)
- Strong Microsoft office (Word, Excel and Outlook). (experience)
- A bachelor's degree in any field of study is preferred. (degree in any field of study is preferred)
- Experience with Standby Letters of Credit including onboarding client, liaising with front office and the processing team. (experience)
- Experience with Documentary letters of Credit. (experience)
- Knowledge of UCP 600 and IPS98. (experience)
- Knowledge of Trade Finance products in general. (experience)
- Strong Microsoft office (Word, Excel and Outlook). (experience)
- a. Third-Party recordings are prohibited unless authorized by Wells Fargo. (experience)
- b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. (experience)
Preferred Qualifications
- Must be able to work at the location listed on the req. (experience)
- 1525 W W T Harris Blvd, Charlotte, NC 28262 (experience)
Responsibilities
- Provide critical operational support for Commercial and Standby Letters of Credit (LCs) within the Commercial Banking Middle Office. Responsibilities include reviewing and processing letters of credit, onboarding new clients, collaborating with key business partners such as Relationship Managers, Underwriters, and LC Processing teams, resolving client inquiries and issues, ensuring adherence to strong operational controls, and delivering timely, accurate, and high-quality service to both internal stakeholders and clients.
- Analyze the continued satisfaction and retention of existing clients and referral of international banking issues
- Train and coach daily work flow of less experienced staff, resolve routine issues and escalated problems
- Perform issuing, advising and amending of letters of credit, negotiation of letters of credit documents, processing documentary and direct collections in accordance with Trade Services standards
- Present recommendations for identifying opportunities for growth through client referrals and making recommendations to changes in existing policies, practices and procedures
- Develop full working knowledge of complex letter of credit documentation, governing regulations, bank operations and credit risk
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
- Provide critical operational support for Commercial and Standby Letters of Credit (LCs) within the Commercial Banking Middle Office. Responsibilities include reviewing and processing letters of credit, onboarding new clients, collaborating with key business partners such as Relationship Managers, Underwriters, and LC Processing teams, resolving client inquiries and issues, ensuring adherence to strong operational controls, and delivering timely, accurate, and high-quality service to both internal stakeholders and clients.
- Analyze the continued satisfaction and retention of existing clients and referral of international banking issues
- Train and coach daily work flow of less experienced staff, resolve routine issues and escalated problems
- Perform issuing, advising and amending of letters of credit, negotiation of letters of credit documents, processing documentary and direct collections in accordance with Trade Services standards
- Present recommendations for identifying opportunities for growth through client referrals and making recommendations to changes in existing policies, practices and procedures
- Develop full working knowledge of complex letter of credit documentation, governing regulations, bank operations and credit risk
- Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
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