Escalations Associate jobs in United States
cer-icon
Apply on Employer Site
company-logo

Wells Fargo · 3 hours ago

Escalations Associate

Wells Fargo is a global financial services leader committed to innovation and community empowerment. They are seeking an Escalations Associate to research and resolve escalated inquiries and complaints, ensuring compliance with internal and regulatory requirements while providing information to management and business leaders.

BankingFinancial ServicesFinTechInsurancePayments

Responsibilities

Research and resolve escalated inquiries and complaints including review of in process, closed, or cancelled single loan or credit exceptions, applications, claims, files or online transactions
Determine appropriate course of action by conducting investigative steps to identify the issues, research product information, and process complex or corrective transactions online
Review escalated inquiries and complaints that require special handling, process complex or corrective transactions online, and ensure resolution or negotiation of sensitive and time critical matters
Receive direction from supervisors and exercise judgment within defined parameters while developing understanding of investigative steps to identify and resolve issues, terms, conditions, and contracts to ensure the process and documentation are in compliance with internal company requirements, insurer guidelines, investor requirements or government regulations
Provide information to the management committee members, agencies, or business leaders related to the escalated inquiries and complaints

Qualification

Customer Contact ExperienceBranch Banking KnowledgeEscalated Issue ResolutionResearch SkillsMicrosoft Office SkillsAdvanced Communication SkillsClient Service FocusAnalytical SkillsOrganizational SkillsTime Management Skills

Required

6+ months of Customer Contact within a Financial Services Environment, Financial Services Operations, Underwriting, and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Preferred

Product knowledge in the area of branch banking products and services and/or consumer/retail credit cards and/or business banking or lending products
6+ months of branch banking products and services and/or consumer/retail credit cards and/or business banking or lending products experience
Advanced communication skills (written and verbal)
Experience resolving and working through escalated and complex issues
Experience working executive office complaints
Experience managing complaints effectively and professionally
Client service focus with the ability to listen to and identify customer needs
Ability to recommend solutions to customer needs and take the necessary steps to problem solve
Ability to think critically and think outside the box to come up with creative solutions to complex issues
Strong research skills and background
Intermediate Microsoft Office (Word, Excel, and Outlook) skills
Strong analytical skills with high attention to detail and accuracy to ensure adherence to compliance standards
Strong organizational and multi-tasking skills
Strong time management skills with the ability to manage varied caseloads in a fast-paced environment
Ability to maintain a pipeline of cases and accurately prioritize

Benefits

Robust benefits
Competitive compensation
Programs designed to help you find work-life balance and well-being

Company

Wells Fargo

company-logo
Wells Fargo & Company is a financial services firm that provides banking, insurance, investments, and mortgage services.

Funding

Current Stage
Public Company
Total Funding
unknown
1978-10-06IPO

Leadership Team

leader-logo
Charlie Scharf
CEO
leader-logo
Fernando Rivas
CEO of Corporate & Investment Banking
linkedin
Company data provided by crunchbase