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Wells Fargo Customer Service Representative 
Philippines, Caloocan 
358600545

18.08.2024


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.