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Customer Service Representative

2 months ago

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

Wells Fargo is seeking a skilled Customer Service Representative to join our Consumer, Small & Business Banking division. As a key member of our National Branch Network, you will play a vital role in providing exceptional customer service and support to our clients.

Key Responsibilities
  • Customer Engagement: Process teller transactions, share digital solutions, and make introductions to bankers to support customer needs.
  • Operational Activities: Complete tasks efficiently while minimizing risks under established policies.
  • Customer Support: Perform routine transactional, operational, and customer support tasks through knowledge of bank procedures and products.
  • Direction and Judgment: Receive direction from managers and exercise judgment within defined policies and procedures.
  • Escalation: Escalate questions and issues to more experienced roles.
  • Customer Interaction: 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 Experience: 6+ months of interacting with customers experience, or equivalent demonstrated through work experience, training, military experience, education.
Desired Qualifications
  • Customer Service Focus: 6+ months of experience interacting with people, demonstrated through work, military, or education.
  • Complex Transactions: Customer service focus with experience handling complex transactions across multiple systems.
  • Technology Education: Ability to educate and connect customers to technology and share the value of mobile banking options.
  • Professional Interaction: 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.
  • Policies and Procedures: Ability to follow policies, procedures, and regulations.
  • Fraud Prevention: Ability to identify potential fraud/risky accounts and take appropriate action to prevent loss.
  • Organization and Prioritization: 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.
Job Expectations
  • Schedule: Ability to work a schedule that may include most Saturdays.
  • Eligibility: This position is not eligible for Visa sponsorship.