Wells Fargo & Co logo

Trade Services Specialist

Wells Fargo & Co
  • CHARLOTTE, NC
  • Autofill and Review
5 days ago

Job Description

About this role:

Wells Fargo is seeking a Trade Services Specialist

In this role, you will:

  • Service clients by leading a team of Trade Service Representatives
  • Act as a back up to the trade service managers, while providing feedback and recommendations to improve less experienced staff
  • Provide input to managers on performance and recommendations relative to salary and promotion for less experienced staff
  • 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

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

Desired 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.
  • Knowledge of Jira and Power Bi

Job Expectations:

Must be able to work at the location listed in a hybrid capacity.

1525 W WT Harris Blvd, Charlotte NC

Posting End Date:

14 Oct 2026

  • Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells 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 Disabilities

To 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.

Numbers & Facts

LocationCHARLOTTE, NC
IndustryFinancial Services
Company Size10,000 employees or more
Year Founded1852

About Company

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Skills

  • Analysis Skillsunmatched
  • Atlassian JIRAunmatched
  • Banking Operationsunmatched
  • Banking Regulationsunmatched
  • Banking Servicesunmatched
  • Coachingunmatched
  • Consultingunmatched
  • Credit Processingunmatched
  • Credit Riskunmatched
  • Credit and Collectionsunmatched
  • Customer Relationsunmatched
  • Customer Retention/Renewalunmatched
  • Documentariesunmatched
  • Documentationunmatched
  • Financeunmatched
  • Financial Operationsunmatched
  • Intrusion Prevention Systemsunmatched
  • Maintain Complianceunmatched
  • Microsoft Excelunmatched
  • Microsoft Officeunmatched
  • Microsoft Outlookunmatched
  • Microsoft Wordunmatched
  • Negotiation Skillsunmatched
  • Onboardingunmatched
  • Power BIunmatched
  • Problem Solving Skillsunmatched
  • Regulatory Complianceunmatched
  • Riskunmatched
  • Risk Analysisunmatched
  • Team Lead/Managerunmatched
  • Time Managementunmatched

Be found by employers

5,500+ employers search our resume database daily. Add yours to get found by recruiters looking for candidates like you.

Level up your application

Professional resume templates

Browse dozens of recruiter approved resume templates, layouts and formats. Choose your favorite and make it your own in minutes.

Free resume templates

Free resume builder

Improve your existing resume or start from scratch and create a standout, ATS-friendly resume. Add job-specific content, download and apply.

Free resume builder