In this role, you will:
- Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
- Interact with customer service team and perform moderately complex customer support tasks
- Manage risk by following all policies and procedures and staying abreast of changes to them
- Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
- Receive direction from customer service supervisor and escalate non-routine questions
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 education
Desired Qualifications:
- Completed at least 2 years of tertiary education
At least 2 years of experience in Customer Service in managing routine and complex customer inquiries - Amenable to 100% voice support role.
- 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 permanent night shift with separate team working on weekend and weekdays schedule
- Amenable to onsite reporting in Five Neo Building 31st Street BGC Taguig City
Job Expectations:
- Educate client with our policies and procedures per transaction and submit requests and forms thru email
- Helps client with basic troubleshooting steps, password reset, online enrollment and website navigation
- Answer account inquiries, debit card maintenance, check reorder/photocopies, and money movement
21 Feb 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.