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In this role, you will:
Support internal and external customers with inquiries and requests regarding financial products and services
Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
Perform moderately complex initiatives to resolve client issues and review inquiries and requests for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly
Required Qualifications:
2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Knowledge and understanding of Service Members Civil Relief Act (SCRA) experience
Knowledge and understanding of Hogan, SHAW & MSP system experience
Strong analytical skills with high attention to detail and accuracy
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of deposit products
Knowledge and understanding of document research and review
Knowledge and understanding of operational research
Outstanding problem-solving skills
Strong research and documentation skills
Experience meeting high production and quality standards
Ability to manage a pipeline of work from assignment to completion
Experience working SMIS (service member information system)
Familiar with ICMP (imaging and content management platform)
Ability to take initiative and work independently with minimal supervision in a structured environment
Strong time management skills and ability to meet deadlines
Job Expectations:
Location:800 S Jordan Creek Pkwy WEST DES MOINES IA 50266
Hours: Monday-Friday 8:00am-5:00pm.
Ability to work additional hours as needed
Candidate must reside within a reasonable commute to one of the addresses listed in the posting but will have the option to work from home.
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
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