In this role, you will:
- Support customary care and proactively seek out ways to improve a variety of more complex financial products, services or select customer segments through a variety of channels such as phone, text, chat, video chat and more
- Offer ideas or solutions for customer success group
- Perform moderately complex research to resolve more complex customer problems including communicating with other departments to resolve customer issues
- Receive direction from management and escalate non routine questions when answering inquiries or resolving issues and provide best in class customer experience
- Adhere to work guidelines, policies and regulations
- Interact with management, peers and others within customer success group as well as external customers on products, services or customer segments
Required Qualifications:
- 2+ years of assessing and meeting the needs of customers or solving customer problems experience, or equivalent demonstrated through one or a combination of the following: work experience, training, education
Desired Qualifications:
- Completed at least 2 years of tertiary education
- Experience in Customer Service in BPO or Financial industry
- Experience in a financial campaign is an advantage but is not required
- Experience in Wealth and Investment Management is an advantage but is not required
- Strong communication skills
- Amenable to voice support role
- Amenable to 100% onsite reporting in Five Neo Bldg. 31st Street BGC Taguig City
- Amenable to permanent night shift schedule and follows US holiday
Job Expectations:
- Responsible for responding to routine inquiries and complaints from internal and external customers regarding financial products and services. Duties include processing routine to complex transactions on-line, researching and resolving routine to moderately complex problems and inquiries and referring difficult problems to more senior representatives. Duties may also include cross-sell or refer products, account maintenance, report generation, and project work.
1 Sep 2024
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.