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Wells Fargo is seeking a Legal Services Phone Team Escalations Representative. In this role, you will: Support internal and external customers with inquiries and complaints regarding financial products and services; Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online; Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards; Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals; Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action; Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly.
Job Responsibility
Support internal and external customers with inquiries and complaints regarding financial products and services
Seek ways to determine appropriate course of action, conduct investigative steps to identify issues, and process complex transactions online
Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system
Receive direction from supervisors and escalate non-routine client concerns
Interact with internal and external customers to respond to raised concerns and determine appropriate course of action
Serve as intermediary between parties to resolve disputed matters, negotiate, and enact settlements accordingly
Requirements
1+ year of customer contact experience in a Financial Services support environment, or equivalent demonstrated through work experience, training, military experience, education
availability to work scheduled shift Monday - Friday from 1:00 PM – 5:00 PM PST / 10:00 AM -2:00 PM EST