Wells Fargo
Boots to Banking Customer Service Representative
Wells Fargo, Charlotte, North Carolina, United States, 28202
Boots To Banking Customer Service Representative
Wells Fargo is seeking a Boots To Banking Customer Service Representative for the Investment Contact Center (ICC). In this role, you will: Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Interact with customer service team and perform moderately complex customer support tasks Manage risk by following all policies and procedures and staying abreast of changes to them Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed Receive direction from customer service supervisor and escalate non-routine questions Required Qualifications: 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Successfully completed the Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE) exam Desired Qualifications: Military experience researching and assessing questions, process, and procedures to make recommendations on solutions Military experience with tracking information in multiple computer systems with high level of accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
Wells Fargo is seeking a Boots To Banking Customer Service Representative for the Investment Contact Center (ICC). In this role, you will: Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Interact with customer service team and perform moderately complex customer support tasks Manage risk by following all policies and procedures and staying abreast of changes to them Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed Receive direction from customer service supervisor and escalate non-routine questions Required Qualifications: 2+ years of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Successfully completed the Financial Industry Regulatory Authority (FINRA) Securities Industry Essentials (SIE) exam Desired Qualifications: Military experience researching and assessing questions, process, and procedures to make recommendations on solutions Military experience with tracking information in multiple computer systems with high level of accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.