Business Application Fulfillment Representative, Wells Fargo

Wells Fargo

Location:
United States, San Antonio

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

Wells Fargo is seeking Senior Customer Success Representatives in Small Business Customer Care as part of Consumer and Small Business Banking Operations. This role supports clients with fulfilling needs originated during their deposit account opening from the Wells Fargo Online® Site.

Job Responsibility:

Support clients with fulfilling needs originated during their deposit account opening from the Wells Fargo Online® Site
Perform tasks such as answering inquiries, resolving problems, and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations
Assist customers with detailed requests related to opening new accounts, reviewing required documentation and verifying business relationship ownership
Express empathy when helping customers as you correct their issues
Assist customers on the phone for long stretches of time in a fast-paced environment with high volume of calls
Navigate multiple computer systems while researching customer needs and offering solutions
Assess customer needs and offer products and services as appropriate

Requirements:

4+ years of Customer Service, Financial Services or Contact Center experience
Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
Intermediate Microsoft Office Skills (Word, Excel, Outlook and Teams)
Knowledge and understanding of reading and interpreting legal documents
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Experience delivering results in a fast-paced, deadline driven environment
Excellent verbal, written, and interpersonal communication skills
Good attention to detail and accuracy skills
Ability to quickly learn business operations and processes
Knowledge and understanding of business banking: products and services
Knowledge and understanding of opening new deposit or loan accounts for retail and commercial customers
Ability to identify customer needs and obstacles and take the necessary steps to problem solve
Ability to navigate multiple computer screens while working on the phone
Ability to solve complex customer transactions on multiple systems

Additional Information:

Job Posted:
August 23, 2025

Expiration:
August 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Business Application Fulfillment Representative

Wells Fargo

Location:United States, San Antonio

Category:Banking

Contract Type:Employment contract