Customer Service Representative

3 weeks ago

Lake Forest, California, United States Wells Fargo Full time

About Wells Fargo

At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. Our company is committed to helping our customers succeed financially and personally, and we're looking for talented individuals to join our team.

About this Role

We're seeking a Teller in our Consumer, Small & Business Banking division, as a part of our National Branch Network. As a Teller, you will be part of the fabric of the local community, helping provide the financial service backbone for its residents, employees, and local businesses. If you enjoy working with people, then this is a great role for you with tremendous opportunity to establish your career here at Wells Fargo for years to come.

Key Responsibilities

  • Support customer engagement by processing teller transactions, sharing digital solutions, and making appropriate introductions to bankers
  • Complete operational activities while minimizing risks under established policies
  • Perform routine transactional, operational, and customer support tasks efficiently through knowledge of bank procedures and products, as well as partners across the organization
  • Receive direction from managers and exercises judgment within defined policies and procedures
  • Escalate questions and issues to more experienced roles
  • Interact with customers and individuals to demonstrate care, build relationships, and complete requested transactions
  • Identify information and services to meet customers' financial needs

Requirements

  • 6+ months of interacting with customers experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Customer service focus with experience handling complex transactions across multiple systems
  • Ability to educate and connect customers to technology and share the value of mobile banking options
  • Ability to interact with integrity and professionalism with customers and team members
  • Experience working with others on a team to meet customer needs
  • Cash handling experience
  • Ability to follow policies, procedures, and regulations
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss
  • Well-organized, independent, and able to prioritize in a fast-paced environment
  • Ability to exercise judgment, raise questions to management, and adhere to policy guidelines
  • Relevant military experience including working in personnel benefits management, processing military personnel orders or transitions, wartime readiness operations, human resources, or military recruiting
  • Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues

Benefits

Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees.

  • Health benefits
  • 401(k) Plan
  • Paid time off
  • Disability benefits
  • Life insurance, critical illness insurance, and accident insurance
  • Parental leave
  • Critical caregiving leave
  • Discounts and savings
  • Commuter benefits
  • Tuition reimbursement
  • Scholarships for dependent children
  • Adoption reimbursement

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