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Escalations Specialist Registered

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
United States , Saint Louis

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Category:
Finance

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Contract Type:
Not provided

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Salary:

Not provided
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Job Description:

Wells Fargo is seeking a Escalations Specialist - Registered. In this role, you will: Participate in researching and resolving escalated inquiries and complaints with significant organizational impact and identify opportunities to determine appropriate course of action and conduct investigative steps to fully identify the issues within defined scope of responsibilities; Review and analyze inquiries and complaints that require special handling, research, and evaluation; Consult regarding difficult and complex transactions, and determine appropriate course of remedial action; Present recommendations for resolving escalated inquiries and complaints, and exercise some independent judgment while developing understanding of transaction quality or deficiencies, risks, and investigative steps to recommend solutions; Provide information to management committee members, agencies, or more experienced business leaders; Provide feedback to internal and external customers regarding identification of fraud and inconsistencies.

Job Responsibility:

  • Participate in researching and resolving escalated inquiries and complaints with significant organizational impact and identify opportunities to determine appropriate course of action and conduct investigative steps to fully identify the issues within defined scope of responsibilities
  • Review and analyze inquiries and complaints that require special handling, research, and evaluation
  • Consult regarding difficult and complex transactions, and determine appropriate course of remedial action
  • Present recommendations for resolving escalated inquiries and complaints, and exercise some independent judgment while developing understanding of transaction quality or deficiencies, risks, and investigative steps to recommend solutions
  • Provide information to management committee members, agencies, or more experienced business leaders
  • Provide feedback to internal and external customers regarding identification of fraud and inconsistencies

Requirements:

  • 2+ years of Customer Contact in a Financial Services Environment, Financial Services Operations, Underwriting, or Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration

Nice to have:

  • A BA/BS degree or higher in business or finance
  • Foreign exchange experience
  • Securities markets or trading experience
  • Knowledge and understanding of financial products: exposure to fixed income securities, derivatives, and foreign exchange
  • Knowledge and understanding of financial services or investment banking operations
  • Experience managing complaints and objections effectively and professionally
  • Customer service focus with the ability to analyze, research, and respond to moderately complex customer or agency issues and complaints
  • Ability to manage to production goals, deadlines, and various metrics
  • Excellent verbal, written, and interpersonal communication skills
  • Experience delivering results in a fast-paced, deadline driven environment
  • Ability to interact with all levels of an organization
  • Strong analytical skills with high attention to detail and accuracy
  • Strong organizational, multi-tasking, and prioritizing skills
  • Ability to develop partnerships and collaborate with other business and functional areas
  • Ability to negotiate, influence, and collaborate to build successful relationships
  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important
What we offer:
  • robust benefits
  • competitive compensation
  • programs designed to help you find work-life balance and well-being
  • rewarded for investing in your community
  • celebrated for being your authentic self
  • empowered to grow

Additional Information:

Job Posted:
March 19, 2026

Expiration:
March 20, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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