Senior Customer Service Representative

About this role:

Wells Fargo is seeking Senior Customer Service Representative as part of Business Banking Deposit Application Fulfillment for Consumer and Business Banking. 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

Support less experienced representatives and assist managers or supervisors on handling escalated inquiries or complaints

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

Perform research to resolve complex customer problems

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:

2+ years of Customer Service, Financial Services or Contact Center support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Desired Qualifications:

Financial services call center experience

Experience delivering results in a fast-paced, deadline driven environment

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

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

Work Schedule:

Charlotte: 9:00 AM to 6:00 PM (CST)

Irving 11:00 AM to 8:00 PM (CST)

Job Expectations:

Must attend full duration of required 7-week training period

Hires 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 September 14 and runs Monday - Friday.

This position is not eligible for Visa sponsorship

Location:

1525 W WT Harris Blvd - Charlotte, NC 28262-8522

401 Las Colinas Blvd W Building A - Irving, TX 75039-5400

Posting End Date:

10 Aug 2026

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

We Value Equal Opportunity

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.

Applicants with Disabilities

To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.

Drug and Alcohol Policy

Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more.

Wells Fargo Recruitment and Hiring Requirements:

a. Third-Party recordings are prohibited unless authorized by Wells Fargo.

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.