Leads Trade Service Representatives and supports trade service managers by coaching staff, resolving escalated issues, and providing performance recommendations. Processes letters of credit, documentary collections, and related trade transactions while ensuring regulatory and operational compliance. Supports client retention, referrals, onboarding, platform training, documentation, and complex customer inquiries. Collaborates with internal partners to resolve issues, improve procedures, and manage trade finance risks.
About this role:
Wells Fargo is seeking a Trade Services Specialist
In this role, you will:
Required Qualifications:
Desired Qualifications:
Must be able to work at the location listed on the posting in a hybrid capacity.
1525 W W T Harris Blvd, Charlotte, NC 28262
Posting End Date:
2 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.
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:
- A bachelor's degree in any field of study is preferred.
- Preference will be given to candidates who possess a Certified Documentary Credit Specialist (CDCS) certification.
- Interpretation of customer agreements, and ensuring that customer and product data is complete, accurate, and properly configured within internal systems.
- Enabling the seamless processing of trade transactions while ensuring adherence to internal policies, operational procedures, and regulatory and compliance requirements.
- Support both external customers and internal business partners by providing onboarding guidance and training on the CEO Trade platform, assisting Relationship Managers (RMs) and clients with Trade Finance onboarding documentation, and managing complex customer inquiries.
Must be able to work at the location listed on the posting in a hybrid capacity.
1525 W W T Harris Blvd, Charlotte, NC 28262
Posting End Date:
2 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.
Wells Fargo Charlotte, North Carolina, USA Office
355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202
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