Customer Service Associate - Licensed

Wells Fargo BankCharlotte, NC
19h

About The Position

Wells Fargo is seeking a Customer Service Associate Licensed in the Contact Center as part of Client Services division. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: Participate in supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, funding, customer service and technical support within Customer Service Review less complex products and services to customers Ensure proper booking and maintenance of accounts, tracking and monitoring pipelines on an ongoing basis for compliance, documentation, funding, and maintenance of accounts Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, and compliance requirements Collaborate and consult with managers, functional colleagues and stakeholders Provide assistance to frontline staff

Requirements

  • 6+ months of Customer Service - Licensed experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities

  • supporting internal and external customers by providing moderately complex to complex support services in account management, operations, documentation, funding, customer service and technical support within Customer Service
  • Review less complex products and services to customers
  • Ensure proper booking and maintenance of accounts, tracking and monitoring pipelines on an ongoing basis for compliance, documentation, funding, and maintenance of accounts
  • Receive direction from supervisor and exercise independent judgment while developing understanding of policies, procedures, and compliance requirements
  • Collaborate and consult with managers, functional colleagues and stakeholders
  • Provide assistance to frontline staff

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

5,001-10,000 employees

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