Customer Service Associate - Credit Monitoring & Reporting - Internal Customer Support and Financial Product Expertise

Join the Wells Fargo Team: Customer Service Associate - Credit Monitoring & Reporting

Are you a motivated and customer-focused professional looking for a challenging role in the financial services industry? Wells Fargo is seeking a highly skilled Customer Service Associate to join our Credit Monitoring & Reporting team as part of Wealth and Investment Management Operations. As a Customer Service Associate, you will play a critical role in providing exceptional support to internal customers, resolving complex issues, and delivering a best-in-class experience.

About Wells Fargo and Our Culture

Wells Fargo is a leading financial services company with approximately $1.9 trillion in assets. We provide a diversified set of banking, investment, and mortgage products and services to our customers through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Our company is committed to building strong customer relationships balanced with a strong risk-mitigating and compliance-driven culture.

At Wells Fargo, we value diversity, equity, and inclusion in the workplace. We welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, genetic information, individuals with disabilities, pregnancy, marital status, or any other status protected by applicable law.

Job Summary

As a Customer Service Associate - Credit Monitoring & Reporting, you will be responsible for providing support to internal customers in account management, operations, documentation, and technical support. You will review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact. You will receive direction from managers and exercise judgment within defined parameters while developing an understanding of the related policies, procedures, or compliance requirements.

Key Responsibilities:

• Provide exceptional support to internal customers in account management, operations, documentation, and technical support
• Review and resolve basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
• Act as a primary support person for the customer and internal partners supporting customer service
• Receive direction from managers and exercise judgment within defined parameters while developing an understanding of the related policies, procedures, or compliance requirements
• Adhere to work guidelines, policies, and regulations while delivering a best-in-class experience

Requirements and Qualifications

Essential Qualifications:

• 6+ months 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
• Excellent verbal, written, and interpersonal communication skills
• Ability to navigate multiple computer system windows, applications, and utilize search tools to find information
• Basic Microsoft Office skills

Preferred Qualifications:

• Contact center experience
• Financial services experience
• Experience with BETA, SmartStation, & Agent Desktop
• Knowledge of investment terminology
• Credit margins knowledge
• Experience performing extensive research to resolve complex customer inquiries

What We Offer

At Wells Fargo, we offer a competitive compensation package and a range of benefits, including:

• Competitive salary and bonus structure
• Comprehensive health, dental, and vision insurance
• Retirement savings plan with company match
• Paid time off and holidays
• Opportunities for career growth and professional development
• Diverse and inclusive work environment

Career Growth Opportunities and Learning Benefits

At Wells Fargo, we are committed to helping our employees grow and develop their careers. We offer a range of training programs, mentorship opportunities, and career development resources to help you achieve your goals.

• Comprehensive training programs
• Mentorship opportunities
• Career development resources
• Opportunities for advancement

Work Environment and Company Culture

Our work environment is designed to be inclusive, collaborative, and supportive. We value diversity, equity, and inclusion in the workplace and strive to create a culture that is welcoming to all employees.

• Inclusive and collaborative work environment
• Diverse and inclusive culture
• Opportunities for employee engagement and feedback
• Recognition and rewards for outstanding performance

How to Apply

If you are a motivated and customer-focused professional looking for a challenging role in the financial services industry, we encourage you to apply for this exciting opportunity. Please submit your application, including your resume and cover letter, through our website.

We are an equal opportunity employer and welcome applications from all qualified candidates.

For more information about Wells Fargo and our job opportunities, please visit our website at www.wellsfargo.com or follow us on LinkedIn at https://www.linkedin.com/company/wellsfargo.