Lead Trade Services Processor
About the job
About This Role Wells Fargo is seeking a Lead Trade Services Processor 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 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.
Requirements
- Trade Service experience
- Communication skills
- Problem-solving skills
Preferred Technologies
- Trade Service experience
- Communication skills
- Problem-solving skills
About the company
Wells Fargo is a leader in financial services providing a variety of banking products and solutions. From personal to investment banking, Wells Fargo facilitates a wide range of financial services.
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