Trade Services Specialist

Posted An Hour Ago
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Charlotte, NC, USA
Hybrid
Junior
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Leads and supports Trade Service Representatives, coaches less experienced staff, resolves escalated issues, and provides performance feedback. Processes standby and documentary letters of credit, collections, and related trade finance transactions. Analyzes client satisfaction and retention, identifies referral and growth opportunities, applies trade regulations and credit-risk knowledge, and recommends improvements to policies and procedures.
Summary Generated by Built In
About this role:
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:
  • Experience with Standby Letters of Credit including onboarding client, liaising with front office and the processing team.
  • Experience with Documentary letters of Credit.
  • Knowledge of UCP 600 and IPS98.
  • Knowledge of Trade Finance products in general.
  • Strong Microsoft office (Word, Excel and Outlook).
  • A bachelor's degree in any field of study is preferred.
  • Knowledge of Jira and Power Bi

Job Expectations:
Must be able to work at the location listed in a hybrid capacity.
1525 W WT Harris Blvd, Charlotte NC
Posting End Date:
14 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
  • Experience with Standby Letters of Credit, including client onboarding and coordination with front office and processing teams
  • Experience with Documentary Letters of Credit
  • Knowledge of UCP 600 and ISP98
  • Knowledge of Trade Finance products
  • Strong Microsoft Office skills, including Word, Excel, and Outlook
  • Bachelor's degree in any field
  • Knowledge of Jira and Power BI

Wells Fargo Compensation & Benefits Highlights

  • 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.
  • 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.
  • 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.

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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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