Financial Services Representative, Wells Fargo

Wells Fargo

Location:
Philippines, Taguig City

Category:
Banking

Contract Type:
Not provided

Salary:

Not provided

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Job Description:

Wells Fargo is seeking a Customer Service Representative to support customers and improve inquiries or issues regarding financial products and services through various communication channels in a fast-paced, high-volume environment.

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, education
Completed 2nd year in college all units
Strong CSAT background
Preferred background in securities operations (e.g. trade processing, trade booking, brokerage services, derivatives, fixed income, etc)

Nice to have:

Completed 2nd year in college all units
Strong CSAT background
Preferred background in securities operations (e.g. trade processing, trade booking, brokerage services, derivatives, fixed income, etc)

Additional Information:

Job Posted:
May 02, 2025

Expiration:
May 09, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Financial Services Representative