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Lead Trade Services Processor

Guide clients through complex letters of credit amendments and collections processes
Bangalore
Senior
yesterday
Wells Fargo

Wells Fargo

A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.

Trade Service Representative

Wells Fargo is seeking a Trade Service Representative.

In this role, you will:

  • 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

Required Qualifications:

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

Required Qualifications for Europe, Middle East & Africa only:

  • Experience in Trade Service, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • 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
  • Possess the written and verbal communication skills to provide clear and concise risk escalations

Job Expectations:

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.

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Lead Trade Services Processor
Bangalore
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About Wells Fargo
A multinational financial services company offering banking, investment, mortgage, and consumer and commercial finance products and services.