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Lead Trade Services Processor

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , IRVING ▼

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking a Senior Trade Servicing Processor within Commercial Banking Operations as part of Wholesale Operations.

Job Responsibility:

  • 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

Requirements:

  • 6+ years of Trade Service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Demonstrates the inter-personal skills to identify and appropriately act upon scenarios requiring escalation or further due diligence
  • 2+ years in a role with exposure to BSA/AML, Sanctions and Anti-boycott policies and procedures, and demonstrates an ability to understand and consistently adhere to procedures related to these subjects
  • Knowledge and understanding of risk management in credit, market, or operations
  • Knowledge and understanding of global banking: payment products, trade, structured finance, and credit
  • Knowledge and understanding of wholesale lending products such as letters of credit, leases, and traded products
  • Leadership experience
  • Possess the written and verbal communication skills to provide clear and concise risk escalations
  • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
  • Strong 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
  • Strong attention to detail and accuracy skills
  • Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
  • Ability to execute in a fast paced, high demand, environment while balancing multiple priorities
  • Ability to interpret and comprehend complex legal documents
  • Strong analytical skills

Additional Information:

Job Posted:
March 01, 2026

Expiration:
March 03, 2026

Employment Type:
Fulltime
Work Type:
Hybrid work
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