Financial Services Representative

4 weeks ago


Costa Mesa, California, United States Wells Fargo Full time

We are seeking a Financial Services Representative - Part Time North County Coastal to join our team. This role will provide an opportunity to make a meaningful contribution to the success of our company while working in a dynamic and supportive environment.



As a Financial Services Representative, you will be responsible for supporting customer engagement by processing transactions, sharing digital solutions, and making appropriate introductions to bankers. You will also be responsible for completing operational activities while minimizing risks under established policies.



What You'll Do


  • Process transactions, respond to customer inquiries, and resolve issues in a timely and professional manner
  • Share digital solutions with customers to help them achieve their financial goals
  • Make appropriate introductions to bankers to help customers access additional services and products
  • Complete operational activities, such as processing payments, preparing reports, and maintaining accurate records
  • Minimize risks by adhering to established policies, procedures, and regulatory requirements


Work Environment

You will be working in a fast-paced, dynamic environment where no two days are the same. You will have the opportunity to work with a diverse group of customers and colleagues, and will be supported by a comprehensive training program.



What We Offer

We offer a competitive salary, with an estimated annual salary of $45,000 - $60,000, depending on experience. We also offer a comprehensive benefits package, including medical, dental, and vision insurance, as well as a 401(k) plan.



Requirements


  • High school diploma or equivalent required
  • 1-2 years of experience in a customer-facing role, preferably in the financial services industry
  • Excellent communication and interpersonal skills
  • Ability to work independently and as part of a team
  • Basic computer skills, including Microsoft Office


Why Join Us?

At Wells Fargo, we are committed to helping our customers succeed financially. We believe in the importance of building strong relationships with our customers and colleagues, and in creating a workplace that is inclusive and respectful.



We are an equal opportunity employer and welcome applications from diverse candidates. If you are a motivated and customer-focused individual who is looking for a challenging and rewarding role, we encourage you to apply.



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