Customer Service Associate

Wells Fargo Bank•Charlotte, NC

1d•Hybrid

About The Position

Wells Fargo is seeking a Customer Service Associate within Commercial Banking Operations as a part of Wholesale Operations. In this role, you will: Problem-solve with purpose: Serve as the front-line subject matter expert on every call. Your focus is to uncover the true objective behind each inquiry—not just what’s being asked, but why it’s being asked. You’ll need to think critically, offer creative solutions when appropriate, and help shape clear guidelines that align with policy and regulatory standards. 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
Ability to navigate multiple computer systems, 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

Nice To Haves

6+ months of Mutual Fund Financial Services
6+ months of Annuity Financial Services
Experience processing complex transactions and performing extensive research to resolve complex customer inquiries
Excellent verbal, written, and interpersonal communication skills
Knowledge of investment terminology
Financial Service Contact Center experience
A BS/BA degree or higher

Responsibilities

Serve as the front-line subject matter expert on every call.
Uncover the true objective behind each inquiry.
Think critically and offer creative solutions.
Help shape clear guidelines that align with policy and regulatory standards.
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.
Develop understanding of 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.