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Small Business Application Fulfillment Associate

Wells Fargo
San Antonio, United Statesfull_timeVerifiedPosted 1 Jul 2025
💰 $45,500/yr

About the role

  • About this role:

Wells Fargo is seeking a Senior Customer Success Representative in Small Business Customer Care as part of Consumer and Small Business Banking. Learn more about the career areas and lines of business at wellsfargojobs.com.


In this role, you will:

  • Support customers clients with fulfilling needs originated during their deposit account opening from the Wells Fargo Online® Site
  • Perform tasks such as answering inquiries, resolving problems, and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations
  • Assist customers with detailed requests related to opening new accounts, reviewing required documentation and verifying business relationship ownership.
  • Receive direction from management and escalate non routine questions when answering inquiries or resolving issues
  • Express empathy when helping our customers as you correct their issues
  • Need to be comfortable assisting our customers on the phone for long stretches of time in a fast-paced environment where there is a high volume of calls
  • Navigate multiple computer systems as you research customer needs and offer solutions, all while communicating effectively and accurately when delivering information. Effectively multitasking will be the secret to your success!
  • Assessing customer needs and offering products and services as appropriate

Compensation: 

  • Starting rate $22.75 per hour

Training and Schedule:

  • You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services.
  • Training class starts on August 25th 9 am – 5:30 pm Monday – Friday, local time. 
  • You are required to attend the full duration of this paid 7 weeks of training in office.
  • We’re open from 9:00 am -9:00 pm (EST), Monday - Friday
  • Your regular work schedule will be based on business need and can include working some holidays.

Required Qualifications:

  • 4+ years of assessing and meeting the needs of customers or solving customer problems experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

  • Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving complex customer issues
  • Ability to interact with integrity and a high level of professionalism with all levels of customers, team members, and management 
  • Intermediate Microsoft Office Skills (Work, Excel, Outlook and Teams)
  • Knowledge and understanding of reading and interpreting legal documents
  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
  • Experience delivering results in a fast-paced, deadline driven environment
  • Excellent verbal, written, and interpersonal communication skills
  • Good attention to detail and accuracy skills 
  • Ability to quickly learn business operations and processes
  • Knowledge and understanding of business banking: products and services
  • Knowledge and understanding of opening new deposit or loan accounts for retail and commercial customers
  • Ability to identify customer needs and obstacles and take the necessary steps to problem solve
  • Ability to navigate multiple computer screens while working on the phone
  • Ability to solve complex customer transactions on multiple systems

Job Expectations:

  • Must be able to attend full duration of required training period 
  • Willingness to work on-site at stated location on the job opening
  • Ability to work holidays as needed or scheduled 

Posting End Date: 

7 Jul 2025

*Job posting may come down early due to volume of applicants.

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 establis

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Company

Wells Fargo

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