Wells Fargo

Financial Services

SeniorCustomerServiceRepresentative

$58–85k ~AI est. San Antonio, Texas, United States FULL TIME
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Senior candidates.

The Brief

“Senior Customer Service Representative at Wells Fargo. Skills: Customer Service, Financial Services, Problem Solving. Support clients with fulfilling needs. Answer inquiries”

Industry & Context.

Financial Services
Problems you'll solve

Resolve problems; Perform research; Resolve complex customer problems; Problem solve

Eligibility Requirements

Attend 7-week training

What They're Looking For.

Must Have

2+ years Customer Service experience, 2+ years Financial Services experience, 2+ years Contact Center support experience

Nice to Have

Military experience researching, Military experience tracking information, Ability to provide customer service, Ability to interact with integrity, Intermediate Microsoft Office Skills, Knowledge of reading legal documents, Ability to navigate multiple computer systems, Experience delivering results fast-paced, Excellent verbal communication skills, Excellent written communication skills, Excellent interpersonal communication skills, Good attention to detail skills, Good accuracy skills, Ability to learn business operations, Knowledge of business banking products, Knowledge of business banking services, Knowledge of opening deposit accounts, Knowledge of opening loan accounts, Ability to identify customer needs, Ability to identify customer obstacles, Ability to problem solve, Ability to navigate multiple computer screens, Ability to solve complex customer transactions

What You'll Do.

Support clients with fulfilling needs

Provide best-in-class customer experience

Adhere to work guidelines

Adhere to regulations

Support less experienced representatives

Assist managers with escalated inquiries

Assist supervisors with escalated complaints

Assist customers with detailed requests

Review required documentation

Receive direction from management

Escalate non routine questions

Perform research to resolve problems

Navigate multiple computer systems

Research customer needs

Communicate effectively

Communicate accurately

Assess customer needs

How You'll Work.

Team & Collaboration

Support less experienced representatives; Assist managers; Assist supervisors

Communication Scope

Verbal communication; Written communication; Interpersonal communication

Full Job Description

**About this role:** Wells Fargo is seeking**** Senior Customer Service Representative as part of Small Business Application Fulfillment for Consumer and Business Banking. Learn more about the career areas and lines of business at [wellsfargojobs.com](https://www.wellsfargojobs.com/career-areas/) **In this role, you will:** * Support clients with fulfilling needs originated during their deposit account opening from the Wells Fargo Online® Site * Perform tasks such as answering inquiries, resolving problems, and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations * Support less experienced representatives and assist managers or supervisors on handling escalated inquiries or complaints * Assist customers with detailed requests related to opening new accounts, reviewing required documentation and verifying business relationship ownership * Receive direction from management and escalate non routine questions when answering inquiries or resolving issues * Perform research to resolve complex customer problems * Navigate multiple computer systems as you research customer needs and offer solutions, all while communicating effectively and accurately when delivering information. * Assessing customer needs and offering products and services as appropriate **Required Qualifications:** * 2+ years 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:** * Military experience researching and assessing questions, process, and procedures to make recommendations on solutions. * Military experience with tracking information in multiple computer systems with high level of accuracy * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues * Ability to interact with

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