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.
Skills Required
- 2+ years of Trade Services experience, or equivalent experience, training, military experience, or education
- Bachelor's degree in any field of study
- Certified Documentary Credit Specialist certification
- Ability to interpret customer agreements and ensure customer and product data is complete, accurate, and properly configured
- Knowledge of trade transaction processing, internal policies, operational procedures, and regulatory and compliance requirements
- Ability to provide onboarding guidance and training on the CEO Trade platform and Trade Finance onboarding documentation
- Ability to work at the Charlotte, North Carolina location in a hybrid capacity
Wells Fargo Compensation & Benefits Highlights
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Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
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Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
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Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.
Wells Fargo Insights
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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Hybrid Workspace
Employees engage in a combination of remote and on-site work.
