Customer Service Associate

About the Role

Wells Fargo is seeking a Customer Service Associate to join their Commercial Banking Operations team within Wholesale Operations.

Key Responsibilities

• Serve as the front-line subject matter expert on every call, uncovering the true objective behind each inquiry.
• Think critically, offer creative solutions when appropriate, and help shape clear guidelines that align with policy and regulatory standards.
• Provide support to internal and external customers in account management, operations, documentation, and technical support.
• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact.
• Receive direction from managers and exercise judgment within defined parameters.
• Act as a primary support person for the customer and internal partners supporting customer services.
• Provide information to managers as well as internal and external customers to resolve customer issues.

Requirements & Tech Stack

• 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.

Desired Qualifications

• 6+ months of Mutual Fund Financial Services.
• 6+ months of Annuity Financial Services.
• Financial Service Contact Center experience.
• Experience processing complex transactions and performing extensive research to resolve complex customer inquiries.
• Basic Microsoft Office skills.
• Knowledge of investment terminology.
• Excellent verbal, written, and interpersonal communication skills.
• Ability to navigate multiple computer systems, windows, applications, and utilize search tools to find information.
• Ability to interact effectively with internal and external partners and clients/customers.
• A BS/BA degree or higher.

Job Expectations

• This position is not eligible for Visa sponsorship.
• Candidate must be based out of posted location.
• This position offers a hybrid work schedule.
• Relocation assistance is not available for this position.
• Ability to work additional hours as needed.

Posting Location: 1525 W WT Harris Blvd, Charlotte, NC 28262