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Wells Fargo · 17 hours ago

Customer Service Representative Small Business

Phoenix, AZ

Full-time

Onsite

Entry Level

2+ years exp

Wells Fargo is a global leader in financial services, committed to innovation and community empowerment. They are seeking a Customer Service Representative to support customers with inquiries regarding financial products and services through various communication channels, while managing risk and advocating for digital services.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

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

Qualification

Customer Service ExperienceFinancial Services KnowledgeCall Center EnvironmentDigital Services AdvocacyCommunication SkillsAttention to DetailInterpersonal SkillsProblem SolvingTeam Collaboration

Required

2+ years 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

Preferred

Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues

Ability to execute in a fast paced, high demand, metric driven call center environment

Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy

Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers

Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information

Knowledge, understanding and experience of internet, mobile, and social media technology

Industry experience in financial, mortgage, administrative, collections, or reporting areas

Strong knowledge and understanding of bank policies, procedures, and systems