Customer Success Representative

1 week ago


Durango, Colorado, United States WELLS FARGO BANK Full time
Job Title: Customer Success Representative

About Wells Fargo:
We are a leading financial services company that believes in the importance of having a meaningful career. At Wells Fargo, we offer a supportive work environment and opportunities for professional growth and development.

Salary Range: $18.00 - $25.14 per hour

Job Description:
We are seeking a highly motivated and customer-focused individual to join our team as a Customer Success Representative. As a key member of our National Branch Network, you will be responsible for delivering exceptional customer experiences by building relationships and proposing appropriate products and services to help customers succeed financially.

Responsibilities:
  • Participate in delivery of exceptional customer experience by building relationships through proactive outreach and proposing appropriate products and services to help customers succeed financially.
  • Assist customers with basic requests related to opening new accounts, completing service requests, and submitting credit applications.
  • Receive direction from managers and exercise judgement within defined policies and procedures.
  • Develop understanding of bank products and services to connect to customers' needs.
  • Interact with customers to demonstrate care and build relationships.
  • Provide appropriate options for bank products and services to customers.
  • Refer customers' financial needs to other bankers and partners as needed.

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.
  • Experience proactively engaging with customers through outreach via phone or email.
  • Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Ability to help customers succeed financially by offering introductions to additional team members as appropriate.
  • Experience working with others on a team to meet customer needs.
  • Experience fostering and developing strong customer relationships.
  • Ability to build strong relationships with internal partners.
  • Ability to follow policies, procedures, and regulations.
  • Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Ability to interact with integrity and professionalism with customers and team members.

Benefits:
We offer a comprehensive set of benefits, including health benefits, 401(k) Plan, paid time off, disability benefits, life insurance, critical illness insurance, and accident insurance. We also offer parental leave, critical caregiving leave, discounts and savings, commuter benefits, tuition reimbursement, scholarships for dependent children, and adoption reimbursement.

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