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Wells Fargo Customer Service Representative 
Philippines, Caloocan 
968099217

18.08.2024


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.