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, 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.