Customer Service Representative, Wells Fargo

Wells Fargo

Location:
United States, Charlotte

Category:
Customer Service

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Boots to Banking Customer Service Representative for the Investment Contact Center (ICC). The role involves customer support regarding financial products/services, encouraging the use of digital services, and managing risk through adherence to policies. This is a fast-paced, high-volume role requiring prior customer service experience and knowledge of financial regulations.

Job Responsibility:

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

Requirements:

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
Successfully completed the Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE) exam

Nice to have:

Military experience researching and assessing questions, process, and procedures to make recommendations on solutions
Military experience with tracking information in multiple computer systems with high level of 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

What we offer:

Schedule may be eligible for a shift differential under the terms of the shift differential policy
Equal opportunity employer
Drug-free workplace

Additional Information:

Job Posted:
September 09, 2025

Expiration:
September 29, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Customer Service Representative