Wells Fargo Customer Service Representative 

Philippines, Caloocan 

682402097

In this role, you will:

• Support financial products and services
• Identify opportunities to improve customer service experience and offer ideas to resolve internal and external customer issues to provide first call resolution
• Perform moderately complex customer support tasks
• Receive direction from customer service supervisor and escalate non-routine questions
• Interact with customer service team on complex customer issues
• Provide training on policies and procedures, and provide guidance to less experienced individuals, as well as internal and external customers

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 at least 2 years of tertiary education
• At least 2 years of experience in Customer Service
• 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 work on a night shift schedule, follow US holidays, and observe an onsite work set-up (5NEO).

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.

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.

29 Aug 2024

Wells Fargo Recruitment and Hiring Requirements:

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