Financial Services Representative jobs at Wells Fargo in Philippines, Caloocan

About this role:

• Wells Fargo is hiring for Customer Service Representative to support our WellsOne Service Delivery under Global Payments & Liquidity (GPL) group.

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:

• 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

Desired Qualifications:

• Completed 2 years of college education, any course
• At least two (2) years professional experience in a BPO work environment; Customer Service handling financial program, front-office support (voice)
• With experience working on credit card transactions, or similar
• Essential computer skills including Outlook, MS Excel, MS Word, and SharePoint
• Excellent English communication skills, verbal

Job Expectations:

• 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
• Attention to detail and accuracy
• Strong written and oral communication skills
• Demonstrated organizational skills
• Amenable to work on shifting schedule, including night shift
• Amenable to work in Five NEO, BGC, Taguig City
• Amenable to work full-time onsite
• Amenable to work weekends, PH holidays
  

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
• Support securities operations
• Identify ways to improve the overall process
• Perform moderately complex duties such as processing, researching inquires and reconciling transactions
• Review time sensitive documents
• Receive direction from supervisor and coordinate situations involving other departments
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Completed 2nd year in college (bachelor’s degree course) or associate degree
• Extensive working experience (voice and back-office support) in the BPO/Contact Center financial account or Financial Services industry
• Preferred background in securities operations (e.g trade processing, trade booking, brokerage services, derivatives, fixed income, etc
• Wiling to work on permanent night shift schedule that follow US holidays
• Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

Wells Fargo Recruitment and Hiring Requirements:

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

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:

• 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

Desired Qualifications:

• Must have at least two (2) years of professional experience in Customer Service supporting a Banking / Financial account in a BPO work environment, required
• Must be willing to take calls from clients, this is a voice support
• Excellent English communication skills
• Proficient in MS Office applications

Job Expectations:

• Must work on-site at the location posted, Five/Neo, BGC, Taguig City
• Must be amenable to work during night / US shift, fixed weekend off
• Must be amenable to work during local holidays
• 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
• Shifting and rotation schedule

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
• Support securities operations
• Identify ways to improve the overall process
• Perform moderately complex duties such as processing, researching inquires and reconciling transactions
• Review time sensitive documents
• Receive direction from supervisor and coordinate situations involving other departments
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least completed 2nd year in college all units or Graduate of Bachelor/Associate degree in any course
• Strong customer service experience (voice support) in the BPO/Contact Center. Advantage for financial account or financial services industry experience
• Amenable to voice support role (inbound calls)
• Wiling to work on permanent night shift schedule that follow US holidays
• Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Perform various operational tasks on complex securities that require general knowledge of unit functions and systems
• Support securities operations
• Identify ways to improve the overall process
• Perform moderately complex duties such as processing, researching inquires and reconciling transactions
• Review time sensitive documents
• Receive direction from supervisor and coordinate situations involving other departments
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualifications:

• 2+ years of Securities Operations experience, or equivalent experience demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• At least completed 2nd year in college all units or Graduate of Bachelor/Associate degree in any course
• Strong customer service experience (voice support) in the BPO/Contact Center. Advantage for financial account or financial services industry experience
• Amenable to voice support role (inbound calls)
• Wiling to work on permanent night shift schedule that follow US holidays
• Amenable to 100% onsite reporting in Five/Neo Building 31st Street Bonifacio Global Taguig City

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Identify ways to improve internal and external electronic communications while ensuring compliance with internal company policies, applicable laws and regulations
• Perform routine reviews for various types of electronic communications on a daily basis to identify if the communication meets policy requirements
• Receive direction from management and escalate questions and issues to more experienced roles
• Interact with Supervisory Control teams and refer to management on escalation items that may be out of compliance

Required Qualifications:

• 6+ months of Supervisory Control experience, or equivalent demonstrated through one or a combination of the following: work experience, training or education

Desired Qualifications:

• Experience in content moderation, quality assurance or compliance
• Good communication skills
• Basic understanding of FINRA concepts and processes

Job Expectations:

• Willing to work US hours
• Willing to work onsite (BGC office)

Wells Fargo Recruitment and Hiring Requirements:

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

In this role, you will:

• Review credit information of loans for companies and industries
• Respond to customer inquiries, generate status reports for management or bankers and contact available sources of information
• Perform moderately complex credit investigations on companies and industries
• Receive direction from Commercial Banking Portfolio Management supervisor and escalate noncompliant issues
• Ensure credit files are current
• Interact with the immediate team and Commercial Banking Portfolio Management functional area to review process of companies for providing credits

Required Qualifications:

• 2+ years of financial analysis experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• College graduate of any business course (Accountancy, Business Administration, Commerce and the like)
• 1-3+ years experience in Financial/Credit Analysis for Commercial Accounts
• Strong familiarity with US GAAP and US Financial Statements (10K, 10Q)
• High attention to details
• Experience working in a Shared Service environment or Financial Institution
• Stakeholders/Client management
• Able to multi-task to accomplish tasks effectively
• Strong analytical skills
• Ability to succeed in a team environment
• Ability to work quickly and accurately while maintaining acceptable standards of workmanship
• Ability to recognize and escalate to management for any process breaches

Job Expectations:

• Spread Financial statements of private as well as public limited companies of different industries in credit application utilized for traditional asset-based lending, specialized senior secured financing, Accounts receivable financing and purchase order financing to companies and make relevant adjustments in cash flow and various ratio calculations to reflect true financial status of the customers.
• Prepare projected financial statements as per relationship managers requirement
• Should be able to interpret and spread financials of different companies belonging to different division as per business requirement at any given day
• This role is an individual contributor
• Full time work on site from 5PM to 2AM Manila time
• Flexibility in adjusting work schedule when required
• Required to work on site at 5NEO, BGC, Taguig

Wells Fargo Recruitment and Hiring Requirements:

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