Small Business Application Fulfillment Representative

• Support clients with fulfilling needs originated during their deposit account opening from the Wells Fargo Online® Site
• Perform tasks such as answering inquiries, resolving problems, and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations
• Assist customers with detailed requests related to opening new accounts, reviewing required documentation and verifying business relationship ownership
• Receive direction from management and escalate non routine questions when answering inquiries or resolving issues
• Express empathy when helping our customers as you correct their issues
• Need to be comfortable assisting our customers on the phone for long stretches of time in a fast-paced environment where there is a high volume of calls
• Navigate multiple computer systems as you research customer needs and offer solutions, all while communicating effectively and accurately when delivering information
• Assessing customer needs and offering products and services as appropriate

4+ 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

• Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
• Ability to interact with integrity and a high level of professionalism with all levels of customers, team members, and management
• Intermediate Microsoft Office Skills (Work, Excel, Outlook and Teams)
• Knowledge and understanding of reading and interpreting legal documents
• Ability to navigate multiple computer systems, applications, and utilize search tools to find information
• Experience delivering results in a fast-paced, deadline driven environment
• Excellent verbal, written, and interpersonal communication skills
• Good attention to detail and accuracy skills
• Ability to quickly learn business operations and processes
• Knowledge and understanding of business banking: products and services
• Knowledge and understanding of opening new deposit or loan accounts for retail and commercial customers
• Ability to identify customer needs and obstacles and take the necessary steps to problem solve
• Ability to navigate multiple computer screens while working on the phone
• Ability to solve complex customer transactions on multiple systems

• In-depth classroom training
• Continued on-the-job training
• Coaching to learn about Wells Fargo banking products, procedures, and services