Customer Service Representative - Financial Services

About this role:

At Wells Fargo, an Associate Customer Service Representative serves as the front line in a high-volume, inbound call center, delivering timely support across a range of financial products and services. You will operate in a fast-paced, highly dynamic, and metric-driven environment as you provide timely and accurate information, address customer concerns, resolve issues, and support a positive customer experience.

In this role, you will:

• Respond to and resolve high volumes of inbound customer interactions across phone and digital channels, providing timely, accurate support
• Assist customers with inquiries, transactions, and service requests with empathy across financial products and services
• Deliver a positive customer experience through clear communication, empathy, and problem-solving
• Perform routine tasks by following established processes, procedures, and regulatory guidelines
• Navigate multiple systems to access information, document interactions, and complete transactions
• Escalate complex or higher-risk customer concerns to experienced colleagues or leadership when appropriate
• Collaborate with peers and internal partners to support timely issue resolution and customer satisfaction
• Review customer information for accuracy and completeness and maintain appropriate records

Required Qualifications:

• 6+ months 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
• U.S. only: Bilingual speaking proficiency in Spanish (optional)

Required Qualifications for Europe, Middle East & Africa only:

• Experience in customer service, financial services, or contact center support, or equivalent demonstrated through one or a combination of the following: work experience, training, education

Desired Qualifications:

• Experience delivering customer support in a contact center in the financial services industry
• Demonstrated customer service experience using active listening, effective communication, identifying customer needs, and customer understanding to resolve inquiries, address concerns, and build strong customer relationships
• Experience managing customer inquiries in a fast-paced, high-volume, metric-driven environment while maintaining professionalism, accuracy, and quality service
• Problem-solving skills with the ability to research issues, identify root causes, evaluate solutions, and deliver timely resolutions
• Attention to detail and ability to navigate multiple systems, applications, and search tools while maintaining accuracy and compliance with policies and procedures
• Experience collaborating with customers, business partners, and team members to achieve shared goals, resolve escalations, and deliver positive outcomes
• Demonstrated resilience, accountability, and adaptability when managing changing priorities, customer needs, and challenging situations

Job Expectations:

• U.S. and PHL only: Must be able to pass a Language Assessment (optional)
• U.S. only: This role is not eligible for Visa sponsorship

Posting End Date:

*Job posting may come down early due to volume of applicants.

We Value Equal Opportunity

Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.