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Wells Fargo Customer Service Representative 
Philippines, Caloocan 
79384648

18.02.2025


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.