Wells Fargo seeks a Customer Service Representative to manage inquiries regarding financial services and products. Requires 2+ years experience in customer service within a financial context.
Responsibilities
Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
Interact with customer service team and perform moderately complex customer support tasks
Manage risk by following all policies and procedures and staying abreast of changes to them
Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
Receive direction from customer service supervisor and escalate non-routine questions
Responsible for assisting different operations groups with resolving issues, contacting the customer to obtain information, and notifying the customer of a processing issue through variety of channels.
Ensure all email communications meet the bank’s compliance, security, and quality standards.
Serve as the primary point of contact for assigned business clients, offering personalized service and tailored banking solutions.
Assist clients with account management, international transactions, corporate banking services, and policy clarifications.
Requirements
2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Must have completed at least two (2) years of college education, required.
Proven experience in email-based customer service, outbound support, or business client management within an international bank or financial institution.
Excellent written communication skills, with the ability to convey complex banking information clearly and professionally.
Preferably with experience and understanding on CSAT / NPS
Strong understanding of banking products and services, including corporate accounts, international wire transfers, and business banking solutions.
Proficiency in CRM software, email management tools, and ticketing systems is an advantage.
Proficient in MS Office applications
Benefits
Must be willing to take calls from clients, this is a voice support
Must be able to attend full duration of required training period
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