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Customer Service Representative

2 months ago

Woodland, California, United States WELLS FARGO BANK Full time
About This Role

We are seeking a highly motivated and customer-focused individual to join our team as a Teller in our Consumer, Small & Business Banking division. As a Teller, you will play a critical role in providing exceptional customer service and support to our clients, helping them to achieve their financial goals.

Key Responsibilities
  • Customer Engagement: Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers.
  • Operational Activities: Complete operational activities while minimizing risks under established policies.
  • Customer Support: Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization.
  • Communication: Receive direction from managers and exercises judgment within defined policies and procedures.
  • Problem-Solving: Escalate questions and issues to more experienced roles.
  • Relationship Building: Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions.
  • Financial Needs: Identify information and services to meet customers' financial needs.
Requirements
  • Customer Service Experience: 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
Preferred Qualifications
  • Customer Service Focus: Customer service focus with experience handling complex transactions across multiple systems.
  • Technical Skills: Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Interpersonal Skills: Ability to interact with integrity and professionalism with customers and team members.
  • Teamwork: Experience working with others on a team to meet customer needs.
  • Cash Handling: Cash handling experience.
  • Policy Adherence: Ability to follow policies, procedures, and regulations.
  • Fraud Prevention: Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Organizational Skills: Well-organized, independent, and able to prioritize in a fast-paced environment.
  • Judgment and Decision-Making: Ability to exercise judgment, raise questions to management, and adhere to policy guidelines.
  • Relevant Military Experience: Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting.
  • Relationship Building: Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues.