Customer Service Representative jobs at Wells Fargo in United States, Minneapolis

Duties & Responsibilities:

• Research and respond to telephone, fax, or other inquiries and investigations from internal and external customers in a timely manner.
• Prepare and maintain a record of all inquiries andinvestigations.
• Investigate and research more complex data and problems by gathering and analyzing appropriate information.
• Partner with appropriate resources to seek out solutions to problems.
• Research and resolve problems within established department timeframes.
• Perform duties and assignments within established timeframes, ensuring proper follow-up and completion.
• Communicate resolution to the appropriate party in a timely manner.

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:

• 2+ years financial services experience
• Call center customer service experience in the financial services industry
• Ability to coordinate completion of multiple tasks and meet aggressive time frames
• Ability to effectively listen and elicit information
• Ability to interact with all levels of an organization
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to provide strong customer service while actively listening and responding in an appropriate manner
• Ability to take initiative and work independently with minimal supervision in a structured environment
• Good PC skills with the aptitude to learn new systems quickly
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Strong data entry and attention to detail skills
• Strong research and documentation skills
• Knowledge and understanding of service level agreement process
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment
• Strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Solid problem analysis and resolution skills
• Strong analytical skills with high attention to detail and accuracy
• Exposure to Wells Fargo ACH (Automated Clearing House) System
• Accredited ACH Professional (AAP)

Job Expectations:

• Must be able to attend full duration of required training period (Approx. 60 days)
• Must work on-site at the location posted (3-day/week in-office requirement)
• Work Schedule Monday-Friday 8:30am-5pm CT

Pay Range

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 internal and external customers with inquiries and complaints regarding loan servicing needs
• Monitor loan system and resolve customer issues, and process complex transactions online
• Perform moderately complex administrative, transactional, operational and customer support tasks
• Act as primary loan servicing contact that involve construction monitoring and disbursements
• Monitor collateral and preparing payoff letters, releasing collateral
• Audit loan systems of record for new loan setups, modifications and data input, and customer research and billing
• Receive direction from supervisors, and escalate non-routine customer concerns to experienced individuals
• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals
• Interact with internal customers
• Receive direction from leaders
• Exercise independent judgment while developing the knowledge to understand function, policies, procedures, and compliance requirements

Required Qualification:

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

Desired Qualifications:

• Basic knowledge and understanding of collateral documentation, perfection, and business entities
• Knowledge and understanding of equipment leasing or automobile title processing
• Ability to work effectively in a team environment
• Excellent verbal, written, and interpersonal communication skills
• Sound attention to detail and accuracy skills
• Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work in a fast-paced deadline driven environment
• Ability to work independently, proactively, and creatively while exercising sound judgement
• Basic knowledge and understanding of collateral documentation, perfection, and business entities
• Effective organizational, multi-tasking, and prioritizing skills
• Intermediate Microsoft Office skills

Job Expectations:

• Must be able to work on site 5 days a week Monday through Friday
• Ability to work additional hours as needed
• Relocation assistance is not available for this position
• This position is not eligible for Visa Sponsorship

Location:

• 600 South 4th Street, Minneapolis, MN

Pay Range

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 loan processing within established procedures

• Perform routine administrative, transactional, operational, and customer support tasks

• Enter data, process payments and loan coding changes, monitor, research and correct exception reports, audit the system of record, and process cash management transactions

• Receive direction from supervisors, and escalate non-routine client concerns to experienced individuals

• Interact with internal and external customers to respond to the raised concerns as well as determine appropriate course of action

• Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly

Required Qualifications:

• 6+ months of Commercial Loan Servicing experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Proficient in commercial loan documentation, with specialized expertise in title-related matters

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Intermediate Microsoft Office skills

• Ability to manage self-paced work environment

• Sound analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

Job Expectations:

• This position is not eligible for Visa sponsorship

• Candidate must be based out of posted location

• This position offers a full time in office work schedule

• Relocation assistance is not available for this position

• Ability to work additional hours as needed

Posting Locations:

• MINNEAPOLIS, MN

Pay Range

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:

• Participate in supporting internal and external customers by providing a variety of support services in account management, operations, documentation, customer service and technical support and identify opportunity for process improvements within Customer Service- Licensed

• Review and analyze less complex product or service information, and exercise independent judgment to guide operational efficiencies, quality and compliance

• Present recommendations for resolving more complex situations and exercise independent judgment while developing expertise in the policies, procedures and compliance requirements

• Collaborate and consult with colleagues, internal partners and stakeholders

• Provide guidance to less experienced staff

Required Qualifications:

• 2+ years of Customer Service- Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

• US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 63 or 7 and 66 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Desired Qualifications:

• 2+ years of brokerage customer service experience in a licensed environment

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

• Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment

• Ability to process complex transactions and perform extensive research to resolve complex customer issues

• Experience meeting high production and quality standards

• Strong analytical skills with high attention to detail and accuracy

• Excellent verbal, written, and interpersonal communication skills

• Experience importing, exporting, and manipulating data using Microsoft Excel

Job Expectations:

• Willingness to work on-site at stated location on the job opening

• Work schedule may vary between 6 am – 8 pm Monday – Friday. Ability to work nights, weekends, and/or holidays as needed. Schedules will be set as need is determined.

• US only: Obtaining and/or maintaining appropriate FINRA license(s) is required for ongoing employment in this position. This will be communicated at time of offer acceptance. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required

• Required Absence for FINRA 10 consecutive business days – or 80 hours if working 10 hour shifts

Posting Location:

• Minneapolis, Minnesota

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

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

Desired Qualifications:

• Call center customer service experience in the financial services industry
• Strong telephone etiquette skills
• Knowledge and understanding of treasury management products and services
• Excellent customer service experience with previous client contact
• Excellent verbal, written, and interpersonal communication skills
• Ability to work in a fast paced, deadline driven environment
• Proven problem solving and decision-making skills
• Strong organizational, multi-tasking, and prioritizing skills
• Intermediate Microsoft Office, including Excel, Word and Power Point
• Proven ability to partner with internal and external partners to meet the needs of the customer
• Ability to work effectively in a team environment and across all organizational levels; where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment

Job Expectations:

• Position work hours are Monday - Friday 9:00 AM - 6:00 PM
• This position offers a hybrid work schedule
• Specific compliance policies may apply regarding outside activities and/or personalinvesting; affectedemployees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process

Location:

• 600 S 4th Street - Minneapolis, MN

Salary Range:

• $21.63 - $28.37 Hourly range

Pay Range

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 tax accounting activities related to the preparation of federal, state and local customer information tax reporting returns.
• Prepare routine tax work papers, reconciliations, responses to internal information requests, research memos and correspondence.
• Maintain required records related to customer information reporting tax returns and reports.
• Receive direction from manager and exercise independent judgment while developing basic knowledge of federal and state and local customer information reporting tax laws, rulings, regulations.
• Collaborate and consult with peers, managers and stakeholders.

Required Qualifications, US:

• 6+ months of Corporate Tax experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Desired Qualifications:

• Experience with Customer Information Reporting - W-9 and W-8 validation concepts, back-up withholding processes and year-end 1099 reporting routines.
• Strong attention to detail and accuracy skills
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment.
• Strong time management skills and ability to meet deadlines.
• Strong, clear and concise written and oral communication skills.
• Experience in tax operations, tax risk mitigation, or tax compliance in a large financial institution.
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills.

Job Expectations:

• Ability to work additional hours as needed.
• Ability to provide and work from a home office
• Willingness to work on-site at stated location on the job opening

Work Schedule:

• This position offersa hybrid workschedule, Monday-Friday 8:00am-5:00pm

Work Locations:

• 550 S 4th St MINNEAPOLIS, MN 55415

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

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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

About this role:

The Enterprise COSO testing team supports the Company’s on-going objective of maintaining an industry-leading information technology control environment and is responsible for the following directives:

• Providing meaningful assessments of IT General Controls (ITGCs) covering applications that support financial, risk, and regulatory reporting.

• Assessing compliance with Well Fargo & Company’s COSO based policies for IT controls impacted by internal controls over financial reporting (SEC and Regulatory Reporting) and strategic planning for on-going IT control compliance with COSO policies (proactive anticipation of internal control related matters).

• Monitoring new and emerging internal control related guidance and issues and assist with facilitating group-wide training to interested and impacted stakeholders.

• Providing consultation and subject matter expertise for process and IT control related matters including evaluating severity of control deficiencies and related remediation efforts.

• Providing process and control support and thought leadership for projects.

• Interfacing with external auditors, regulators and others on control related matters and,

• Acting as a change agent for continual improvement of the control environment.

In this role, you will:

• Partner with IT/LOB Process Owners/Control Owners to document significant in-scope processes (both process narratives and process flow diagrams). Additionally, assessing the appropriateness and completeness of key risk and key controls identified.

• Perform the following IT General Control (ITGC) testing in the access to programs and data, change management, computer operations, and systems development lifecycle domains:

  • Perform walkthroughs of significant technology processes and ensure required COSO documentation is accurate and reflects relevant risk and key controls.

  • Validate and provide credible challenge to identified shared services, third party service providers, and significant applications.

  • Perform COSO testing of key ITGCs, including design effectiveness assessments and operating effectiveness testing.

• Validate and challenge documentation of control deficiencies, including issue description, root cause, unmitigated impact, and corrective actions

• Analyze the severity of control deficiencies and their impact to internal control over financial reporting

• Validate remediation of issues through assessment of the corrective actions performed

• Build relationships and collaborate with key stakeholders in the technology functions related to assigned process areas.

• Assist with projects impacting the team, including identification of risks and consulting on controls for newly implemented processes and applications

• Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals

• Communicate and provide consultation regularly with stakeholders throughout the enterprise

• Provide oversight for testing and monitoring involving moderate to complex subject matter or control areas

• Consult with the line of business and enterprise functions on financial reporting or information technology governance, and controls and oversight matters

• Identify compliance and risk management requirements for supported area

Required Qualifications:

• 2+ years of Finance, Accounting, Analytics, Reporting or Business and Technology Audit experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

• Internal controls testing experience including business process automated controls, and/or IT General Controls (ITGC)

• Experience identifying ITGCs and developing, executing test plans, and documenting testing for ITGCs across the access to programs and data, change management, computer operations, and system development lifecycle (SDLC) domains

• Experience partnering with financial and IT audit teams on integrated audits

• Experience with large professional services firms

• Experience with large financial institutions

Job Expectations:

• This position offers a hybrid work schedule

• This position is not eligible for Visa sponsorship

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

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