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Wells Fargo

Lead Trade Finance Products Consultant

Posted 11 Days Ago
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Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
Lead the development and governance of trade finance products (letters of credit, standby LC), monitor product performance, conduct testing and user feedback, consult clients on payment and risk-mitigation solutions, develop business plans, collaborate cross-functionally, and ensure compliance, reporting, and data flow integrity while supporting product initiatives and presenting recommendations.
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About this role:
Wells Fargo is seeking an experienced Trade Finance Products Consultant to oversee the development and management of trade finance products, focusing on product governance and market analysis meeting client needs and collaborating with various teams to ensure product success.
In this role, you will:
  • Support Commercial LC and Standby LC product managers on product governance initiatives
  • Monitor product performance, analyze key matrices and identify areas for improvement
  • Conduct product testing, gather user feedback and iterate on product features
  • Ability to define and help resolve problems, identify product risks and propose solutions to mitigate them
  • A grasp of how letter of credit data flows to help ensure proper accounting, data flows and reporting
  • Consult with clients on products such as payment, trade, risk mitigation and project financing
  • Develop and execute business development plans and proposals for product
  • Act as primary product specialist for varied portfolio of clients developing and executing business development plans and closing deals
  • Support product development, initiative and campaigns
  • Present recommendations as a product specialist within set guidelines
  • Be responsible for effective partnerships with other departments
  • Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
  • Interact with internal customers
  • Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements
Required Qualifications:
  • 5+ years of Commercial Banking Products experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
  • Deep understanding of trade finance products, processes, and lifecycle management
  • Strong analytical thinking with sound problem-solving and decision-making capabilities
  • Effective communicator with strong presentation and interpersonal skills
  • Solid knowledge of applicable regulations, risk, and compliance frameworks
  • Extensive expertise in letters of credit and associated governing rule sets (e.g., UCP, ISP)
  • Proficient in product analytics, including designing and interpreting performance reports
  • Proven ability to collaborate cross-functionally to deliver against product roadmaps
Job Expectations:
  • Up to 20% travel
  • Willingness to work on-site at stated location on the job opening.
  • Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process
Posting End Date:
16 Jul 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.

Wells Fargo Charlotte, North Carolina, USA Office

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

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