Customer Service Representative

• Research and respond to telephone, fax, or other inquiries and investigations from internal and external customers in a timely manner
• Prepare and maintain a record of all inquiries and investigations
• Investigate and research more complex data and problems by gathering and analyzing appropriate information
• Partner with appropriate resources to seek out solutions to problems
• Research and resolve problems within established department timeframes
• Perform duties and assignments within established timeframes, ensuring proper follow-up and completion
• Communicate resolution to the appropriate party in a timely manner

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

• 2+ years financial services experience
• ACH experience
• Call center customer service experience in the financial services industry
• Ability to coordinate completion of multiple tasks and meet aggressive time frames
• Ability to effectively listen and elicit information
• Ability to interact with all levels of an organization
• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment
• Ability to provide strong customer service while actively listening and responding in an appropriate manner
• Ability to take initiative and work independently with minimal supervision in a structured environment
• Good PC skills with the aptitude to learn new systems quickly
• Intermediate Microsoft Office (Word, Excel, and Outlook) skills
• Strong data entry and attention to detail skills
• Strong research and documentation skills
• Knowledge and understanding of service level agreement process
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Ability to work effectively in a team environment and across all organizational levels
• where flexibility, collaboration, and adaptability are important
• Ability to work in a fast-paced deadline driven environment
• Strong organizational, multi-tasking, and prioritizing skills
• Excellent verbal, written, and interpersonal communication skills
• Solid problem analysis and resolution skills
• Strong analytical skills with high attention to detail and accuracy
• Exposure to Wells Fargo ACH (Automated Clearing House) System
• Accredited ACH Professional (AAP)

• Health benefits
• 401(k) Plan
• Paid time off
• Disability benefits
• Life insurance, critical illness insurance, and accident insurance
• Parental leave
• Critical caregiving leave
• Discounts and savings
• Commuter benefits
• Tuition reimbursement
• Scholarships for dependent children
• Adoption reimbursement