SBAF Senior Customer Service Representative

About this role:

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

In this role, you will:

• Support 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.

• Assessing customer needs and offering products and services as appropriate

Required Qualifications:

• 4+ 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:

• 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 

• Knowledge and understanding of reading and interpreting legal documents

• Ability to navigate multiple computer systems, applications, and utilize search tools to find information

• Ability to execute in a fast paced, high demand, environment while balancing multiple priorities

• 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 for retail and commercial customers

• Ability to identify customer needs and obstacles and take the necessary steps to problem solve

• Intermediate Microsoft Office Skills (Work, Excel, Outlook and Teams)

• Ability to solve complex customer transactions on multiple systems

• Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment

Job Expectations:

• Must attend full duration of required 7-week training period 

• Training class starts on September 29th and runs Monday - Friday 9:30am - 6:00pm (EST)

• After completion of training the work shift will be Monday - Friday 9:00am – 5:30pm

• Center is open Monday - Friday from 9:00am - 9:00pm (EST)

• Your regular work schedule will be based on business need and can include working some holidays

• Ability to work on-site at the posted work location

• This position is not eligible for Visa sponsorship

Posting Location:

• 1525 W W T Harris Blvd., Charlotte, NC 28262

Posting End Date: 

1 Sep 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