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Wells Fargo Escalations Representative 
United States, Iowa, West Des Moines 
223710068

09.03.2025


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.

9 Mar 2025


Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.