Wells Fargo

Lead Trade Services Specialist

Wells Fargo • $80K — $95K *
Charlotte, NC 28269In-Person
Finance & Insurance
5 - 7 years of experience
Today
Be an Early Applicant
Job Overview by Ladders

Qualifications

  • 5+ years of Trade Services experience or equivalent work, training, and education
  • 5+ years of Standby Letter of Credit Experience
  • 2+ years of leadership experience in coaching, training, and mentoring
  • Strong customer service focus and problem-solving skills
  • Subject matter expert in trade operations and regulatory compliance

Responsibilities

  • Mitigate risk by processing letters of credit for customer satisfaction
  • Lead review and drafting of complex standby letters of credit
  • Provide recommendations on policies, practices, and procedures
  • Implement complex documentation and credit risk structures
  • Make informed decisions in multifaceted situations
  • Collaborate with stakeholders to resolve issues
  • Own high-priority escalations and ensure timely resolutions
  • Coordinate among Operations, Technology, Risk, Compliance, and front office teams
  • Lead incident triage efforts and establish resolution strategies
  • Drive root cause analysis and long-term remediation plans
  • Communicate clear status updates to leadership and stakeholders
  • Facilitate cross-functional collaboration to improve processes and systems
  • Act as a subject matter expert to guide operational teams

Benefits

  • Hybrid work schedule
  • Opportunity for additional hours based on business needs
  • Collaborative work environment
  • Continuous professional development opportunities
  • Exposure to high-level leadership and operations management
Full Job Description
In this role, you will:
  • Mitigate risk to the bank and the customer to ensure customer satisfaction by processing letter of credits
  • Lead review of complex reformatting, drafting, advising, and amending standby letters of credit that require an in-depth evaluation of variable factors
  • Provide recommendations on existing policies, practices, and procedures
  • Implement complex letter of credit structure, documentation, governing rules, internal policies, and credit risk implications
  • Make decisions in complex and multi-faceted situations requiring understanding of rules and regulations, governing letter of credit products with a full working knowledge of standby letters of credit
  • Strategically collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals
  • Own and manage high-priority and complex escalations through resolution, ensuring accountability and timely outcomes
  • Serve as the single point of coordination among Operations, Technology, Risk, Compliance, and Front Office stakeholders
  • Lead rapid incident triage efforts to assess impact, identify risks, and establish resolution strategies
  • Drive root cause analysis, corrective actions, and long-term remediation plans to prevent recurrence
  • Provide clear, concise, and consistent status updates to executive leadership and key stakeholders
  • Facilitate cross-functional collaboration to resolve issues impacting clients, processes, products, or systems
  • Act as a subject matter expert (SME) and provide guidance, coaching, and leadership to operational teams


Required Qualifications:
  • 5+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education


Desired Qualifications:
  • 5+ years of Standby Letter of Credit Experience
  • 2+ years of leadership experience including; coaching, training, and mentoring
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • Demonstrated problem solving and independent decision-making skills
  • Experience and/or ability to provide training and support to internal teams
  • Subject matter expert supporting trade operations teams, ensuring regulatory compliance, and minimizing operational risk.
  • Excellent communication skills and ability to articulate complex material to a diverse audience
  • Experience developing partnerships and collaborating with other business and functional areas
  • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
  • Ability to work in a fast-paced deadline driven environment
  • Extensive experience in Operations, Incident Management, Escalation Management, Risk Management, or related disciplines
  • Demonstrated ability to lead and resolve complex, high-impact operational issues
  • Ability to effectively manage competing priorities in a dynamic and fast-paced environment
  • High degree of independence, accountability, and ownership


Job Expectations:
  • Ability to work additional hours based on business need
  • Hybrid work schedule


Posting Location:
  • 1525 W W T Harris Blvd, Charlotte, North Carolina 28262


Posting End Date:

24 Aug 2026
*Job posting may come down early due to volume of applicants.

About Wells Fargo

Wells Fargo Careers

Joining Wells Fargo means becoming part of a distinguished financial institution that has been a cornerstone of innovation and leadership in the banking industry. At Wells Fargo, we offer a plethora of job opportunities designed to empower your career growth and development in a diverse and inclusive environment.

Work You’ll Do

At Wells Fargo, you will be part of a team that values diversity and is committed to fostering an inclusive culture. We are looking for professionals who are eager to drive innovation and lead with integrity. Our employees are our greatest asset, and we invest in their professional growth through comprehensive leadership and diversity training programs that are recognized industry-wide.

Explore a Multitude of Career Paths

Whether you're interested in a position in finance, IT, customer service, or management, Wells Fargo has career opportunities in various fields. Our team members benefit from job stability, competitive benefits, and a culture that values and rewards performance and dedication.

Internship Programs

Kickstart your career with a Wells Fargo internship. Our programs provide invaluable industry exposure, professional skills development, and networking opportunities that often lead to full-time employment offers. Interns at Wells Fargo work on real projects, solve actual challenges, and gain the mentorship of seasoned professionals.

Professional Growth and Development

We believe in nurturing the potential of our employees. Wells Fargo offers robust training programs and resources to help every team member excel in their current roles and prepare for future challenges. Growth at Wells Fargo is not just about climbing the career ladder but expanding your skills and expertise to add value to our team and customers.

Benefits and Rewards

Wells Fargo is committed to the well-being of our team members. We offer a comprehensive benefits package that includes health care, retirement plans, and generous paid time off. Additionally, we provide unique perks like employee discounts, adoption assistance, and tuition reimbursement.

Join Our Team

Discover the opportunities waiting for you at Wells Fargo by exploring open positions that match your skills and interests. We are continuously hiring and looking for individuals who bring creativity, passion, and a drive to serve our customers.

Stay Connected

Keep up to date with the latest from Wells Fargo Careers by subscribing to our job alert emails. Tailor your subscription to receive updates that align with your career preferences and get insider tips on crafting the perfect resume and acing your interview.

Networking and Innovation

At Wells Fargo, networking and innovation go hand in hand. We encourage our employees to connect across departments and roles to foster new ideas and strategies that lead to groundbreaking solutions.

Empower Your Career

Step into a role at Wells Fargo where your skills will be honed, your achievements recognized, and your career can flourish. We're not just filling positions; we're building leaders who are equipped to navigate the complexities of the financial world. Join Wells Fargo today and be part of a team that’s redefining the future of banking.
Learn more about Wells Fargo
Size
246,577 employees
Market Cap
$155.2 billion
Industry
Finance & Insurance
Net Income
$3.3 billion
Founded
1852
5 Year Trend
-5.9%
NASDAQ
WFC
* Ladders Estimates

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