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Operations Processor, Global Payment and Liquidity, Research Fulfilment

https://www.wellsfargo.com/ Logo

Wells Fargo

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Location:
Philippines, Taguig City

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Category:
Banking

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Contract Type:
Not provided

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Salary:

Not provided

Job Description:

Covers jobs responsible for responding to inquiries and issues from customers on a variety of complex financial products, services and/or select customer segments through a variety of channels. Answers inquiries, resolves problems, and provides a best-in-class customer experience while adhering to work guidelines, policies, and 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
  • College graduate of any business course, preferably Accounting, Banking and Finance, Commerce, Economics
  • With professional background in data gathering, reports management and generation such as but not limited to bank statements, copies of checks, ACH payments
  • With business acumen on Commercial Banking, Treasury Management products and services
  • Proficient in MS Excel, required

Nice to have:

  • College graduate of any business course, preferably Accounting, Banking and Finance, Commerce, Economics
  • With professional background in data gathering, reports management and generation such as but not limited to bank statements, copies of checks, ACH payments
  • With business acumen on Commercial Banking, Treasury Management products and services
  • Proficient in MS Excel, required

Additional Information:

Job Posted:
April 29, 2025

Expiration:
May 29, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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