Job Description

About This Role

Wells Fargo is seeking to hire a Customer Service Representative to be part of our Global Payment & Liquidity (GPL) operations. The role is responsible for responding to inquiries and issues from customers on a variety of complex financial products, services and/or select customer segments through a variety of channels. Answers inquiries, resolves problems, and provides a best-in-class customer experience while adhering to work guidelines, policies, and regulations.

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

Desired Qualifications

  • Must have completed at least two (2) years of college education, required.
  • Proven experience in email-based customer service, outbound support, or business client management within an international bank or financial institution.
  • Excellent written communication skills, with the ability to convey complex banking information clearly and professionally.
  • Preferably with experience and understanding on CSAT / NPS
  • Strong understanding of banking products and services, including corporate accounts, international wire transfers, and business banking solutions.
  • Proficiency in CRM software, email management tools, and ticketing systems is an advantage.
  • Must be willing to take calls from clients, this is a voice support
  • Proficient in MS Office applications

Job Expectations

  • Amenable to work on night shift, weekend off.
  • Must be willing to work full-time onsite, 5/Neo, BGC, Taguig City.
  • Engage with business clients via email and call to address inquiries, provide updates, and resolve concerns.
  • Responsible for assisting different operations groups with resolving issues, contacting the customer to obtain information, and notifying the customer of a processing issue through variety of channels.
  • Ensure all email communications meet the bank’s compliance, security, and quality standards.
  • Serve as the primary point of contact for assigned business clients, offering personalized service and tailored banking solutions.
  • Assist clients with account management, international transactions, corporate banking services, and policy clarifications.
  • Must be amenable to work during local holidays
  • Must be able to attend full duration of required training period
  • Ability to work additional hours as needed
  • Must work on-site at the location posted

Reference Number

R-525747


Job Details

Role Level: Associate Work Type: Full-Time
Country: Philippines City: Makati National Capital Region
Company Website: http://www.wellsfargo.com Job Function: Finance
Company Industry/
Sector:
Banking Financial Services And Investment Management

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