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Wells Fargo

Diversified financial services: banking, lending, investments

Associate Customer Service Representative Everyday Banking

Customer SupportConfirmed live in the last 24 hours
Full-timeRoanoke, VA, USA

About the Job

Requirements

  • At least 6 months of customer service, financial services, or contact center support experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • Must attend the full required training period.
  • Must be able to work additional hours as needed.
  • The regular schedule will include a weekend day and some holidays.
  • Must work on-site at the posted location.

Responsibilities

  • Respond to and resolve high volumes of inbound customer interactions across phone and digital channels, providing timely, accurate support.
  • Assist customers with inquiries, transactions, and service requests across financial products and services.
  • Deliver a positive customer experience through clear communication, empathy, and problem-solving.
  • Perform routine tasks by following established processes, procedures, and regulatory guidelines.
  • Navigate multiple systems to access information, document interactions, and complete transactions.
  • Escalate complex or higher-risk customer concerns to experienced colleagues or leadership when appropriate.
  • Collaborate with peers and internal partners to support timely issue resolution and customer satisfaction.
  • Review customer information for accuracy and completeness and maintain appropriate records.
  • Follow applicable risk programs, policies, and procedures; fulfill risk and compliance obligations; escalate and remediate issues; and make sound risk decisions.

Desired Qualifications

  • Experience delivering customer support in a financial-services contact center.
  • Customer-service experience using active listening, effective communication, identifying customer needs, and understanding customers to resolve inquiries, address concerns, and build customer relationships.
  • Experience managing customer inquiries in a fast-paced, high-volume, metric-driven environment while maintaining professionalism, accuracy, and service quality.
  • Problem-solving skills, including researching issues, identifying root causes, evaluating solutions, and delivering timely resolutions.
  • Attention to detail and ability to navigate multiple systems, applications, and search tools while maintaining accuracy and compliance with policies and procedures.
  • Experience collaborating with customers, business partners, and team members to achieve shared goals, resolve escalations, and deliver positive outcomes.
  • Resilience, accountability, and adaptability when managing changing priorities, customer needs, and challenging situations.

About the Company

Wells Fargo

Diversified financial services: banking, lending, investments

Wells Fargo offers a broad set of financial services, including banking, mortgages, investing, credit cards, and wealth and business banking, to individuals, small businesses, and large corporations. Its products combine everyday banking with lending, investment products, and advisory services, accessible through branches, ATMs, and online or mobile platforms. The company earns mainly from interest on loans, banking fees, and commissions on investment products, supported by a large network and secure technology. Its goal is to help customers manage, preserve, and grow their money through trusted, accessible, and comprehensive financial solutions.

Company size
10,001+
Company stage
IPO
Headquarters
San Francisco, CA
Founded
1851

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