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Wells Fargo

Head of Global Trade Finance Customer Servicing & Implementation

Posted 7 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC
Senior level
Hybrid
Charlotte, NC
Senior level
Lead the implementation of trade finance products, manage client inquiries, ensure compliance, and oversee talent development within the Trade Services team.
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About this role:
Wells Fargo is seeking Head of Global Trade Finance Servicing & Implementation (Trade Services Senior Manager)
In this role, you will:
  • Lead the setup and configuration of trade finance products for new and existing clients.
  • Coordinate with Product, Legal, and Compliance teams to align implementations with regulatory mandates and internal policies.
  • Resolve client inquiries and transaction issues in collaboration with operations, product, technology, digital teams and servicing teams.
  • Monitor and remediate operational discrepancies, including sanctions disposition and transaction reconciliation
  • Participate in risk and control assessments, quality assurance reviews and control testing for trade operations
  • Define policies and procedures to comply with the United States and foreign compliance procedures
  • Participate in the implementation of long-term strategies, policies and technological advancements in support of international operations functions
  • Risk & Compliance Oversight- Support health check reviews, Controls monitoring and validation readiness for regulatory audits and internal assessments
  • Monitor workflows and productivity to ensure service level agreements for delivery and quality are met or exceeded
  • Collaborate with managers to monitor issues and to ensure quality and efficiency in the Trade Services functional area
  • Manage allocation of people and financial resources for Trade Services
  • Develop and guide a culture of talent development to meet business objectives and strategy
  • Manage key customers and interactions with Global Receivables and Trade Finance, CB and CIB LOB's
  • Manage a team of customer services and implementation/middle office team members
  • Responsible for people and talent management and development
  • Lead digital and transformation project along with process, procedure and change management
  • Manage and maintain risk management discipline, compliance and control automation efforts
  • Liaison and support Global Trade Finance & Operations team across US, APAC and EMEA
Required Qualifications:
  • 6+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management or leadership experience
Desired Qualifications:
  • Experience in customer servicing, onboarding, and operational support within commercial banking or trade finance.
  • Solid product and domain knowledge of import/export letters of credit, standby guarantees, documentary collections, open account solutions and payments
  • Familiarity with AML, sanctions, and compliance frameworks.
  • Strong knowledge of trade finance instruments and ICC rules (UCP 600, ISBP, URC522, ISP98)
  • Proficiency in trade finance systems, Loan accounting, digital channels, contact center and CRM and Case management tools
  • Excellent communication and internal/external stakeholder management skills
  • Proficient in executive communication, PowerPoint presentations, data analysis and reporting
  • Change agent and with transformation and business re-engineering experience
Job Expectations:
  • Willingness to work on-site at the stated location on the job opening
  • Ability to work a hybrid work schedule - 3 days in office / 2 days remote
Posting End Date:
9 Sep 2025
*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.

Top Skills

Case Management Tools
CRM
Digital Channels
Loan Accounting
Trade Finance Systems

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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