Lead Trade Services Specialist

Posted Yesterday
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Charlotte, NC, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads complex standby letter of credit processing, including drafting, advising, amending, documentation, and risk evaluation. Manages high-priority escalations, incident triage, root cause analysis, remediation, and cross-functional coordination across Operations, Technology, Risk, Compliance, and Front Office teams. Provides executive updates, policy recommendations, coaching, training, and subject matter expertise while ensuring regulatory compliance and minimizing operational risk.
Summary Generated by Built In
About this role:
Wells Fargo is seeking a Lead Trade Services Specialist within Commercial Banking Operations. Learn more about career areas and business divisions at wellsfargojobs.com.
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.
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.
#BI-Hybrid

Skills Required

  • 5+ years of Trade Services experience, or equivalent experience, training, or education
  • 5+ years of Standby Letter of Credit experience
  • 2+ years of leadership experience, including coaching, training, and mentoring
  • Customer service experience involving active listening, issue identification, and solution recommendations
  • Problem-solving and independent decision-making skills
  • Ability to provide training and support to internal teams
  • Subject matter expertise in trade operations, regulatory compliance, and operational risk
  • Excellent communication skills and ability to explain complex material to diverse audiences
  • Experience developing partnerships and collaborating across business and functional areas
  • Intermediate Microsoft Office skills, including Word, Excel, and Outlook
  • Ability to work in a fast-paced, deadline-driven environment
  • Extensive experience in Operations, Incident Management, Escalation Management, Risk Management, or related disciplines
  • Ability to lead and resolve complex, high-impact operational issues
  • Ability to manage competing priorities in a dynamic environment
  • High degree of independence, accountability, and ownership
  • Ability to work additional hours based on business need
  • Ability to work a hybrid schedule

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support Retirement support is anchored by a dollar‑for‑dollar 401(k) match on employee contributions after one year of service, with an additional non‑matching company contribution for some lower‑paid employees. Access to an employee stock purchase plan further expands long‑term savings opportunities.
  • Parental & Family Support Family supports include up to 16 weeks of paid parental leave available from the first day of employment, plus paid critical‑caregiving leave and extensive backup care options. Fertility, adoption, and surrogacy programs are highlighted with meaningful coverage and reimbursements, including a combined lifetime maximum up to $35,000 for eligible expenses.
  • Healthcare Strength Health coverage is comprehensive from day one, spanning medical, dental, vision, mental health, prescriptions, and preventive care often fully covered in‑network. Employer cost‑sharing is emphasized alongside no‑cost counseling through the EAP within plan limits.

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The Company
HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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