Wells Fargo
Financial Services
CustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Customer Service Representative at Wells Fargo. Skills: Customer service, Client support. Support customers with empathy. Improve inquiries or issues from customers”
Industry & Context.
Front-line problem solver
Attend full duration of training, Work on-site, Work additional hours, Work some weekends, Work some holidays
What They're Looking For.
Must Have
1+ year Customer Service experience, 1+ year Financial Services experience, 1+ year Contact Center support experience
Nice to Have
Provide customer service while listening, Elicit information efficiently, Comprehend and resolve customer issues, Execute in a fast paced environment, Execute in a high demand environment, Execute in a metric driven call center environment, Excellent verbal communication skills, Excellent written communication skills, Excellent interpersonal communication skills, Integrity and high level of professionalism, Attention to detail and accuracy, Military experience resolving complex issues, Meet or exceed business goals, Navigate multiple computer systems, Navigate multiple applications, Utilize search tools to find information, Knowledge of internet technology, Knowledge of mobile technology, Knowledge of social media technology, Financial industry experience, Mortgage industry experience, Administrative industry experience, Collections industry experience, Reporting industry experience, Knowledge of bank policies, Knowledge of bank procedures, Knowledge of bank systems
What You'll Do.
Support customers with empathy
Improve inquiries or issues from customers
Address client concerns via telephone
Perform moderately complex customer support tasks
Manage risk by following policies
Manage risk by following procedures
Stay abreast of policy changes
Stay abreast of procedure changes
Advocate for digital services
Escalate non-routine questions
How You'll Work.
Team & Collaboration
Interact with customer service team
Communication Scope
Verbal communication; Written communication; Interpersonal communication
Full Job Description
**About this role:** Wells Fargo is seeking a Customer Service Representative in our Investment Contact Center (ICC). Wealth Investment Management (WIM) Contact Center provides service and support for clients of WIM's lines of business, the Client Relationship Group and The Private Bank. The client-facing teams manage millions of customer contacts each year for retail and institutional clients, plan sponsors, and participants via phone, email, and correspondence. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. In this role, you will service clients with brokerage accounts via telephone. You will act as a front-line problem solver to address client concerns, assisting them as needed. This is a challenging role with a broad focus. Successful employees are punctual, reliable, and are always learning new ways to support clients and to provide an exceptional client experience every day. **In this role, you will:** * 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 **Required Qualifications:** * 1+ year of Customer Service, Financial Services or Contact Center support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education **Desired Qualifications:** * Ability to provide strong customer service while listening
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