About this role:
Wells Fargo is seeking a Senior Customer Success Representative in Consumer and Small Business Banking as part of Everyday Banking – Premier. Learn more about the career areas and lines of business at wellsfargojobs.com.
In this role you will:
- You will deliver a best-in-class and exceptional experience while being an advocate for our Premier customers
- Support customers and resolve moderate to complex inquiries or issues for a variety of financial products and services through a variety of other channels
- Support affluent and High Net Worth customers with $250,000 or more in investible assets with Wells Fargo or own a Wells Fargo Premier Checking account by servicing a variety of more complex financial products, and services by phone with a one-call resolution
- Perform research to resolve moderately complex customer problems and provide a best-in class customer experience while adhering to work guidelines, policies, and regulations
- Receive direction from management and escalate non-routine questions when answering inquiries or resolving issues
- Navigate multiple computer systems as you research customer needs and offer solutions, all while communicating effectively and accurately when delivering information
Training and Schedule:
- You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo Premier banking products, procedures, and services.
- Training class starts on July 20, 2026 for 1 week. Training hours are between 8:00 am – 5:00 pm local time, Monday - Friday. You are required to attend the full duration of this paid week of training.
- Various schedules with a start time between 4AM – 10Am. Varying days off. To be determined at job-offer. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.
Required Qualifications:
4+ years of assessing and meeting the needs of customers or solving customer problems experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Desired Qualifications:
- 1+ year of Everyday Banking Service Plus experience
- Call center experience in a banking/financial setting
- Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
- Ability to interact with integrity and a high level of professionalism with all levels of customers, team members, and management
- Excellent verbal, written, and interpersonal communication skills
- Knowledge and understanding of consumer products, policies, and procedures; within a call center environment
- Ability to influence, educate, and connect customers to technology and share the value of digital banking options
- Good attention to detail and accuracy skills
- Ability to deliver solutions-driven results for one-call resolution through leveraging active listening, procedures and transaction authority entitlement
- Knowledge and understanding of online products, policies, and procedures; within a call center environment
- Ability to navigate multiple computer systems, applications, and utilize search tools to find information
- Experience delivering results in a fast-paced, deadline driven environment
- Ability to quickly learn business operations and processes
- Strong knowledge and understanding of Virtual Library
- Knowledge and understanding of Hogan
- Exposure to Wells Fargo CIV (Customer Information View) application
- Knowledge and understanding of High Net Worth (HNW) clients; affluent client services
- Basic Microsoft Office Skills
Job Expectations:
• Must be able to attend full duration of required training period.
• Willingness to work on-site at stated location on the job opening
Posting Locations:
- 2202 W Rose Garden Ln – 2nd Floor – Phoenix, AZ 85207
- 4101 Wiseman Blvd., San Antonio, TX 78251 (145781-TX-Building 102, San Antonio Ops Center)
Compensation:
- Starting at $25.50 an hour. Full Benefits
Posting End Date:
21 Jun 2026*Job posting may come down early due to volume of applicants.
We Value Equal Opportunity
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Applicants with Disabilities
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.
Drug and Alcohol Policy
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.
Wells Fargo Recruitment and Hiring Requirements:
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
