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Wells Fargo · 3 days ago

Customer Service Associate

CHARLOTTE, NC

Full-time

Hybrid

New Grad, Entry Level

0+ years exp

Wells Fargo is seeking a Customer Service Associate within Commercial Banking Operations as a part of Wholesale Operations. In this role, you will serve as a front-line subject matter expert, providing support to customers and internal partners while addressing various inquiries and issues related to account management and operations.

BankingFinancial ServicesFinTechInsurancePayments

No H1B

Responsibilities

Problem-solve with purpose: Serve as the front-line subject matter expert on every call. Your focus is to uncover the true objective behind each inquiry—not just what’s being asked, but why it’s being asked. You’ll need to think critically, offer creative solutions when appropriate, and help shape clear guidelines that align with policy and regulatory standards

Provide support to internal and external 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 services

Provide information to managers as well as internal and external customers to resolve customer issues

Qualification

Customer Service ExperienceFinancial Services KnowledgeComplex Transaction ProcessingMicrosoft Office SkillsInvestment Terminology KnowledgeVerbal CommunicationWritten CommunicationInterpersonal Skills

Required

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