Customer Service Representative – Commercial Banking Fulfillment

About this role:

Wells Fargo is seeking a Customer Service Representative – Commercial Banking Fulfillment to support commercial banking clients by processing service requests, fulfilling transaction-related inquiries, and providing account and payment information. This role is primarily a back-office function that requires strong attention to detail, accuracy, and the ability to manage high-volume requests within established service levels.

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:

• 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

Desired Qualifications:

• Experience in back-office operations, preferably within banking, financial services, accounting, or shared services environments.
• Exposure to account reconciliation, bank reconciliation, billing, accounting
• processes, or financial operations support.
• Strong attention to detail and accuracy, particularly when handling transaction-related requests and large volumes of data.
• Ability to navigate multiple systems and manage operational tasks within established service level agreements.
• Candidates with direct bank reconciliation experience are highly preferred; however, those with closely related accounting and reconciliation experience will also be considered.
• Effective written and verbal communication skills sufficient to support day-to-day operational requirements.

Job Expectations:

• Must be amenable to working a night shift schedule of either 7:00 PM to 4:00 AM or 9:00 PM to 6:00 AM (manila time)
• Must be willing to work on a weekly rotational shift schedule.
• Must be amenable to observing the US holiday calendar in support of business operations.
• Must be willing to work under a temporary hybrid setup, currently requiring 3 days onsite and 2 days remote per week, subject to business needs.
• Must be able to report onsite at Five/NEO.
• Must be able to attend full duration of required training period
• Ability to work additional hours as needed
• Must work on-site at the location posted

Posting End Date: 

*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.