Financial Services Representative

2 weeks ago


Clemson, South Carolina, United States WELLS FARGO BANK Full time

We are seeking a highly skilled and customer-focused Financial Services Representative to join our team at Wells Fargo. As a key member of our Consumer, Small & Business Banking division, you will play a critical role in delivering exceptional service to our customers while promoting the bank's products and services.

Job Description

The ideal candidate will have excellent communication and interpersonal skills, with the ability to work effectively in a fast-paced environment. You will be responsible for:

  • Providing top-notch customer service by processing transactions, answering questions, and resolving issues in a timely and professional manner;
  • Becoming proficient in banking systems and procedures to efficiently complete tasks and make informed decisions;
  • Collaborating with colleagues to meet customer needs and achieve sales goals;
  • Identifying opportunities to upsell and cross-sell bank products and services;
  • Escalating complex issues to management or other specialists as needed.
Requirements

To be considered for this role, candidates must possess:

  • At least 6 months of experience interacting with customers in a financial services setting or similar environment;
  • A customer service focus with experience handling complex transactions across multiple systems;
  • The ability to educate and connect customers to technology and share the value of mobile banking options;
  • A strong understanding of cash handling procedures and policies;
  • Excellent problem-solving and analytical skills with the ability to think critically and make sound judgments.
Benefits

We offer a competitive salary, comprehensive benefits package, and opportunities for growth and development. Our goal is to create a diverse and inclusive work environment that supports the well-being of our employees and promotes a culture of excellence and innovation.

Location

This position is based in Clemson, SC, and requires a willingness to work a schedule that includes most Saturdays. We are an equal opportunity employer and welcome applications from qualified candidates who share our commitment to excellence and customer satisfaction.



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