Head of Global Trade Finance Customer Servicing & Implementation at Wells Fargo
Charlotte, North Carolina, USA -
Full Time


Start Date

Immediate

Expiry Date

03 Dec, 25

Salary

0.0

Posted On

04 Sep, 25

Experience

6 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Commercial Banking, Data Analysis, Documentary Collections, Digital Channels, Onboarding, Transformation, Leadership, Management Skills, Trade Finance, Operational Support, Training, Aml, Reporting, Crm, Credit, Payments

Industry

Financial Services

Description

APPLICANTS WITH DISABILITIES

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo .

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

Required Qualifications:

  • 6+ years of Trade Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • 3+ years of management or leadership experienc

Desired Qualifications:

  • Experience in customer servicing, onboarding, and operational support within commercial banking or trade finance.
  • Solid product and domain knowledge of import/export letters of credit, standby guarantees, documentary collections, open account solutions and payments
  • Familiarity with AML, sanctions, and compliance frameworks.
  • Strong knowledge of trade finance instruments and ICC rules (UCP 600, ISBP, URC522, ISP98)
  • Proficiency in trade finance systems, Loan accounting, digital channels, contact center and CRM and Case management tools
  • Excellent communication and internal/external stakeholder management skills
  • Proficient in executive communication, PowerPoint presentations, data analysis and reporting
  • Change agent and with transformation and business re-engineering experienc
Responsibilities

Wells Fargo is seeking Head of Global Trade Finance Servicing & Implementation (Trade Services Senior Manager)

In this role, you will:

  • Lead the setup and configuration of trade finance products for new and existing clients.
  • Coordinate with Product, Legal, and Compliance teams to align implementations with regulatory mandates and internal policies.
  • Resolve client inquiries and transaction issues in collaboration with operations, product, technology, digital teams and servicing teams.
  • Monitor and remediate operational discrepancies, including sanctions disposition and transaction reconciliation
  • Participate in risk and control assessments, quality assurance reviews and control testing for trade operations
  • Define policies and procedures to comply with the United States and foreign compliance procedures
  • Participate in the implementation of long-term strategies, policies and technological advancements in support of international operations functions
  • Risk & Compliance Oversight- Support health check reviews, Controls monitoring and validation readiness for regulatory audits and internal assessments
  • Monitor workflows and productivity to ensure service level agreements for delivery and quality are met or exceeded
  • Collaborate with managers to monitor issues and to ensure quality and efficiency in the Trade Services functional area
  • Manage allocation of people and financial resources for Trade Services
  • Develop and guide a culture of talent development to meet business objectives and strategy
  • Manage key customers and interactions with Global Receivables and Trade Finance, CB and CIB LOB’s
  • Manage a team of customer services and implementation/middle office team members
  • Responsible for people and talent management and development
  • Lead digital and transformation project along with process, procedure and change management
  • Manage and maintain risk management discipline, compliance and control automation efforts
  • Liaison and support Global Trade Finance & Operations team across US, APAC and EMEA

Required Qualifications:

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

Desired Qualifications:

  • Experience in customer servicing, onboarding, and operational support within commercial banking or trade finance.
  • Solid product and domain knowledge of import/export letters of credit, standby guarantees, documentary collections, open account solutions and payments
  • Familiarity with AML, sanctions, and compliance frameworks.
  • Strong knowledge of trade finance instruments and ICC rules (UCP 600, ISBP, URC522, ISP98)
  • Proficiency in trade finance systems, Loan accounting, digital channels, contact center and CRM and Case management tools
  • Excellent communication and internal/external stakeholder management skills
  • Proficient in executive communication, PowerPoint presentations, data analysis and reporting
  • Change agent and with transformation and business re-engineering experience

Job Expectations:

  • Willingness to work on-site at the stated location on the job opening
  • Ability to work a hybrid work schedule - 3 days in office / 2 days remote
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