Lead Trade Services Processor

Experience from 9 to 13 Years

Here is the revised job description with direct references to "Wells Fargo" removed and replaced with indirect descriptions:

About the Role: A leading global financial services institution 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, and processing documentary and direct collections in accordance with Trade Services standards.
• Guide individuals on complex tasks including amending letters of credit, and 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 the team.
• Identify opportunities for additional product sales through client referrals and make recommendations for changes to 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 judgment while developing the knowledge to understand functions, policies, procedures, and compliance requirements.

Required Qualifications:

• 4+ years of Trade Services support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, or education.

Desired Qualifications:

• Demonstrates the interpersonal skills to identify and appropriately act upon scenarios requiring escalation or further due diligence.
• Experience with BSA/AML, Sanctions, and Anti-boycott policies and procedures, demonstrating an ability to understand and consistently adhere to relevant procedures.
• Possess written and verbal communication skills to provide clear and concise risk escalations.