In this role you will:
- Support internal and external customers with inquiries and complaints 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 complaints 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
Schedule:
- Monday-Friday 1:00pm-5:00pm PST
- Schedule subject to change based on business needs
Training:
- You will receive in-depth on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
- Training will be for 2-4 weeks. Training hours are 1:00 p.m. – 5:00 p.m. Monday – Friday PST. You are required to attend the full duration of this paid 2-4 weeks of training.
- We’re open from Monday - Friday, 8:00 am -8:00 pm. Your regular work schedule will be based on business need and may include working at least one weekend day and some holidays.
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:
- Previous experience in working in a fast-paced call center environment
- Ability to read and interpret legal documents
- Ability to identify potential operational issues and legal risks
- Ability to achieve high production and quality standards
- Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
- Risk and regulatory compliance experience
- Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skills
- Ability to work in a fast-paced deadline driven environment
Posting Location:
- 1305 W 23rd St. - Tempe, Arizona 85282
Job Expectations:
- This position offers a hybrid work schedule
- Ability to work on-site at the posted work location
This position is not eligible for Visa sponsorship
23 Apr 2025
Wells Fargo Recruitment and Hiring Requirements:
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.