Customer Service Associate

Wells FargoCharlotte, NC
Hybrid

About The Position

Wells Fargo is seeking a Customer Service Associate in Business Operations as part of the Contact Center division. Learn more about the career areas and lines of business at wellsfargojobs.com. In this role, you will: Provide support to internal and external customers in account management, operations, documentation, and technical support Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements Act as a primary support person for the customer and internal partners supporting customer services Provide information to managers as well as internal and external customers to resolve customer issues

Requirements

  • 6+ months 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

Nice To Haves

  • Experience processing complex transactions and performing extensive research to resolve complex customer inquiries
  • Excellent verbal, written, and interpersonal communication skills
  • Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
  • Ability to interact effectively with internal and external partners and clients/customers
  • Basic Microsoft Office skills
  • Financial Annuities knowledge
  • Knowledge of investment terminology
  • Contact center experience

Responsibilities

  • Provide support to internal and external customers in account management, operations, documentation, and technical support
  • Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
  • Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
  • Act as a primary support person for the customer and internal partners supporting customer services
  • Provide information to managers as well as internal and external customers to resolve customer issues
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