Trade Service Associate

About this role:

Wells Fargo is seeking a Securities Operations Associate within Wealth and Investment Management (WIM) as a part of Wholesale Operations. Learn more about the career areas and lines of business at wellsfargojobs.com

In this role, you will:

• Provide support in retention of existing clients and referral of international banking issues within trade services

• Issue, advise and direct collections in accordance with Trade Services standards

• Amend letters of credit and process documentation

• Identify opportunities for growth opportunity through client referrals

• Receive direction from leadership while developing understanding of trade services, policies, and procedures

• Process complex letters of credit documentation

• Collaborate and consult with peers, colleagues, and managers to resolve issues and achieve goals

Required Qualifications:

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

Desired Qualifications:

• 3+ years of international trade services experience or equivalent, with strong knowledge of trade finance products and processes, including letters of credit, collections, open account transactions, and related documentation handling

• CDCS (Certified Documentary Credit Specialist) certification preferred

• Proficiency in Microsoft Office skills (Word, Excel, and Outlook) and the ability to navigate multiple systems, applications, and tools

• Experience supporting trade operations, including static data maintenance, reporting, and metrics management

• Strong verbal, written, and interpersonal communication skills, with the ability to work effectively both independently and collaboratively across teams

• Proven ability to manage high-volume transaction processing, increasing operational complexity, and time-sensitive or high-value transactions in a production-driven environment

• Strong analytical and problem-solving skills, with the ability to identify issues, assess risks and recommend effective solutions

• Strong attention to detail with a focus on accuracy, risk mitigation and adherence to operational controls and compliance requirements

• Customer focused mindset with the ability to understand client needs, provide appropriate solutions, and identify referral opportunities

• Excellent organizational, prioritization and multitasking skills with the ability to manage competing priorities and meet deadlines

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a hybrid work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Location:

• CHARLOTTE, NC

• MINNEAPOLIS, MN

Pay Range
 

Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement

Posting End Date:

*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.

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.