Onsite Customer Service Representative

Posted 3 hours ago

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About the role

  • 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
  • Ability to work additional hours as needed
  • Must work on-site at the location posted

Job title

Customer Service Representative

Job type

Experience level

JuniorMid level

Salary

Not specified

Degree requirement

Associate's Degree

Location requirements

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