Customer Service jobs in United States, Minnesota, 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:

• 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.

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.

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 7 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

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.

• Establishes and maintains great working relationships with assigned business accounts, serving as the main day to day contact between program administrators or relationship managers

• Answers, researches, and resolves operational problems experienced by the customer utilizing the Consultative Account Management approach with every client interaction

• Focuses on being a strategic resource by assisting with delinquency management, client systems and program implementations; promotes standards with clients and processes by exiting paper reports or other non-efficient program management techniques and facilitating the adoption of electronic and web-based solutions

• Lifts quality through identifying and reporting issues and maintaining an accurate accounting of assigned portfolio specifics

• Maintains high service satisfaction by following up on client inquiries, providing training, and providing updates

• Coordinates and interacts with internal teams and individuals to ensure high levels of service delivery

• Extremely high client facing position where duties involving customer contact performed primarily through telephone or email communication methods

• High school diploma or equivalent

• Five or more years of customer service experience

• Strong verbal, written, and interpersonal communication skills

• Proven customer service/relations skills including the ability to deal effectively, tactfully, and knowledgeably with customers and non-customers in handling complaints, problems, and general inquiries

• Excellent telephone skills including listening and demonstrating courtesy, empathy, and accuracy

• Thorough knowledge of all relevant operational processes and procedures and company products and services

• Proficient in and able to navigate all relevant computer systems in order to pull reports, shadow clients, and troubleshoot technical issues, etc

• Ability to perform interest calculations and account adjustments

• Strong analytical and problem-solving skills

• Ability to manage multiple tasks/projects and deadlines simultaneously

• Experience using ServiceNow or similar systems is a plus

Required Schedule: 10am - 7:00pm, Monday - Friday. Central Time

Minneapolis Bank Plaza

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)

• Basic term and optional term life insurance

• Short-term and long-term disability

• Pregnancy disability and parental leave

• 401(k) and employer-funded retirement plan

• Paid vacation (from two to five weeks depending on salary grade and tenure)

• Up to 11 paid holiday opportunities

• Adoption assistance

• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the .

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

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.