Lead Trade Services Processor

About this role:

Wells Fargo is seeking a Lead Trade Services Processor.

In this role, you will:

• Ensure customer satisfaction by providing support services in the delivery of a wide range of Trade Service products
• 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
• Guide individuals on complex tasks including amending letters of credit, processing documentary and direct collections in accordance with Trade Services standards
• Assist leaders in training staff on new products or procedures and coordinate workflow in the absence of leadership
• Prioritize work and provide day-to-day leadership to team
• Identify opportunities for additional product sales through client referrals and make recommendations to changes in existing policies and procedures
• 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 judgement while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 6 years of Trade Service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Excellent attention to detail and accuracy skills
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Sound organizational, multi tasking, and prioritizing skills
• Ability to work independently and in a team environment
• Ability to work in a fast-paced deadline driven environment
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Fast and accurate keying skills
• Excellent verbal, written, and interpersonal communication skills
• Experienced time management skills and ability to meet deadlines
• Sound analytical skills
• Outstanding problem solving skills
• Knowledge and understanding of technology testing: unit, integration, and system testing
• Client service focus with the ability to listen to customer needs and recommend solutions
• CDCS (Certified Documentary Credit Specialist) certification

Job Expectations:

• Candidate also must be willing to work additional hours as needed.

Primary Posting Location:

• 1525 W W T Harris Blvd, Charlotte, North Carolina 28262

Additional Posting Location:

• 5000 Riverside Rd, Irving, Texas 75039

#CommercialBanking

Posting End Date: 

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.