Customer Service Representative Small Business

Wells FargoPhoenix, AZ
2dOnsite

About The Position

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place. Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! In this role you will: 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
  • Must be able to attend full duration of required training period
  • This position is not eligible for Visa sponsorship
  • Ability to work additional hours as needed
  • Schedule may be eligible for a shift differential under the terms of the shift differential policy
  • Must work on-site at the location posted

Nice To Haves

  • Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues
  • Ability to execute in a fast paced, high demand, metric driven call center environment
  • Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy
  • Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers
  • Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information
  • Knowledge, understanding and experience of internet, mobile, and social media technology
  • Industry experience in financial, mortgage, administrative, collections, or reporting areas
  • Strong knowledge and understanding of bank policies, procedures, and systems

Responsibilities

  • 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
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