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Customer Service Representative (Treasury Management NSG)

  • Operations
  • Full time
  • R-379554

About this role:

Wells Fargo is seeking a...

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

Required Qualifications:

  • 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

Job Expectations:

  • Identifying and resolving client issues by having a dynamic customer service attitude through telephone and email. Responding, completing, and interacting through Microsoft Outlook and Skype communication channels.
  • Acting as a liaison between the client and bank operations, sales officers, vendors and relationship managers to ensure the delivery of quality services to meet client needs.
  • Responsible for accurately creating, monitoring, and managing requests to meet and exceed expectations.
  • Assist clients with product training and walk through of Treasury Management services.
  • Participate in assigned special projects
  • The departmental hours are from 7:00pm – 10:00am Manila Time, Monday – Friday, and the candidate selected will need to be available to work any shift during these hours
  • Wells Fargo has returned to office since April 2022, this role is expected to report onsite

Posting End Date: 

30 Jul 2024

*Job posting may come down early due to volume of applicants.

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

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 US: 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.

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.

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