Customer Service Representative-Equipment Finance

Wells Fargo & CompanyDes Moines, IA
Hybrid

About The Position

Wells Fargo is seeking a Customer Service Representative for the Commercial Banking Operations Division. In this role, you will support customers and address inquiries or issues with empathy regarding financial products and services through various channels like phone, text, chat, video chat, and other communication lines in a fast-paced, high-volume environment. You will interact with the customer service team, perform moderately complex customer support tasks, and manage risk by adhering to all policies and procedures. Additionally, you will advocate for digital services such as online statements, eSign paperwork, and other digital opportunities. You will receive direction from a customer service supervisor and escalate non-routine questions.

Requirements

  • 1+ year of Customer Service, Financial Services or Contact Center support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • De-escalation of issues
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Service focus mentality with the ability to actively listen, elicit information, comprehend customer/dealer issues/needs, and recommend solutions
  • Ability to interact effectively with internal and external partners and clients/customers
  • Excellent verbal, written, and interpersonal communication skills
  • Sound attention to detail and accuracy skills
  • Effective organizational, multi-tasking, and prioritizing skills
  • Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills

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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