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In this role, you will:
Provide support to internal customers in account management, operations, documentation, and technical support
Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
Act as a primary support person for the customer and internal partners supporting customer service
Required Qualifications:
6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
Contact center experience
Financial services experience
Experience with BETA, SmartStation, & Agent Desktop
Knowledge of investment terminology
Credit margins knowledge
Experience performing extensive research to resolve complex customer inquiries
Excellent verbal, written, and interpersonal communication skills
Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
Ability to interact effectively with internal and external partners and clients/customers
Basic Microsoft Office skills
A BS/BA degree or higher
Posting Locations:
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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