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Wells Fargo

Diversified financial services: banking, lending, investments

Customer Service Representative - Global Payments & Liquidity

Customer SupportConfirmed live in the last 24 hours
Full-timeTaguig, Metro Manila, PhilippinesNo salary listed

About the Job

Requirements

  • At least 1 year of customer service, financial services, or contact center support experience, or equivalent demonstrated through work experience, training, military experience, or education.
  • At least 1 year of experience in banking, financial services, or financial account servicing.
  • Must be willing to work graveyard shifts Monday through Friday, with schedules subject to annual changes based on performance and business needs.
  • Must be willing to work during Philippine holidays, as the team observes U.S. holidays.
  • Must be willing to work fully onsite at Five/NEO, Bonifacio Global City (BGC), Taguig.

Responsibilities

  • Manage inbound customer interactions across multiple channels and resolve a broad range of inquiries and service requests.
  • Apply product and service knowledge to assess customer needs and deliver accurate, effective solutions.
  • Assess and resolve moderately complex customer issues accurately and efficiently.
  • Follow processes, policies, and regulatory requirements to ensure consistent and compliant service delivery.
  • Navigate multiple systems efficiently to research, document, and complete customer transactions in real time.
  • Promote digital capabilities by educating customers on self-service tools and alternative servicing options.
  • Collaborate with internal partners to manage escalations, resolve customer concerns, and support service delivery.
  • Contribute to continuous improvement efforts that enhance customer experience and operational effectiveness.
  • Manage business-client concerns from initial contact through resolution, including creating and maintaining cases, researching transactions, documenting activities, providing updates by phone and email, and coordinating with internal partners when additional support is required.
  • Assist clients with online banking platforms, password resets, and other system-related concerns as needed.
  • Fulfill applicable risk program obligations by following Wells Fargo policies and procedures, escalating and remediating issues, monitoring and identifying risks, and making sound risk decisions in line with business-unit risk appetite and compliance requirements.

Desired Qualifications

  • Experience providing business-to-business customer service or support, preferably working directly with business clients.
  • Ability to deliver customer service through active listening, identifying customer needs, effective communication, and customer-focused problem-solving to resolve inquiries and build customer relationships.
  • Experience working in a fast-paced, high-volume, metric-driven environment while maintaining accuracy, professionalism, quality, and first-contact resolution.
  • Ability to research issues, evaluate solutions, and independently resolve customer concerns in a timely manner while providing a positive experience.
  • Capability to interact effectively with customers, business partners, and team members.
  • Ability to navigate multiple systems, applications, and search tools simultaneously while maintaining accuracy and following policies, procedures, and regulatory requirements.
  • Experience collaborating across teams to resolve customer issues, manage escalations, and deliver positive customer outcomes while adapting to changing priorities and business needs.
  • 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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