Wells Fargo
Financial Services
SeniorCustomerServiceRepresentative
Neural analysis suggests this role is
optimal for Senior candidates.
“Senior Customer Service Representative at Wells Fargo. Skills: Customer service, Account opening. Support clients with deposit account opening needs. Answer inquiries”
Industry & Context.
Resolve complex customer problems; Problem solve
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
Intermediate Microsoft Office Skills, Knowledge of reading legal documents, Ability to navigate multiple computer systems, Experience delivering results in fast-paced environment, Ability to learn business operations quickly, Knowledge of business banking products, Knowledge of opening new accounts, Ability to identify customer needs, Ability to navigate multiple computer screens, Ability to solve complex customer transactions
What You'll Do.
Support clients with deposit account opening needs
Provide best-in-class customer experience
Adhere to work guidelines
Support less experienced representatives
Assist managers with escalated inquiries
Assist customers with new account requests
Review required documentation
Verify business relationship ownership
Receive direction from management
Escalate non routine questions
Perform research to resolve complex customer problems
Navigate multiple computer systems
Research customer needs
Communicate effectively and accurately
Assess customer needs
Offer products and services
How You'll Work.
Team & Collaboration
Support less experienced representatives; Assist managers or 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:** * Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues * Ability to interact with integrity and a high level of professionalism with all levels of customers, team members, and management * Intermediate Microsoft Office Skills (Work, Excel, Outlook and Teams) * Knowledge and understanding of reading and in
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