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Associate Escalations Representative-5

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance

AI generated summary

  • You need 6+ months of experience in Customer Service or related fields like Financial Services, Underwriting, or Quality Assurance, or equivalent through work, training, military, or education.
  • You will handle customer inquiries and complaints, conduct investigations, research product information, and interact with stakeholders to resolve disputes and negotiate settlements.

Requirements

  • 6+ months of Customer Service and Financial Services, Underwriting, or Quality Assurance environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.

Responsibilities

  • Support internal and external customers in responding to customer inquiries and complaints regarding financial products and services
  • Perform routine course of action, conduct investigative steps to fully identify the issues, research product information, terms, conditions, or contracts and resolve complex problems and inquiries
  • Receive direction from supervisors, and escalate questions and issues to more experienced individuals
  • Interact with internal and external customers regarding inquiries and complaints, serve as an intermediary between parties to resolve disputed matters, negotiates, and enacts settlements accordingly

FAQs

What is the primary role of an Associate Escalation Representative at Wells Fargo?

The primary role is to support internal and external customers by responding to inquiries and complaints related to financial products and services, conducting investigations, and resolving complex problems.

What qualifications are required for this position?

A minimum of 6 months of experience in Customer Service, Financial Services, Underwriting, or a Quality Assurance environment, or an equivalent combination of work experience, training, military experience, or education is required.

Is prior experience in the financial services industry necessary?

While prior experience in the financial services industry is preferred, it is not strictly necessary as long as candidates have the required customer service experience.

What type of issues will I be expected to resolve in this role?

You will be expected to resolve complex problems and inquiries regarding financial products and services, acting as an intermediary between parties to negotiate and settle disputes.

Are there opportunities for career advancement in this role?

Yes, there are opportunities for career advancement, as you will receive direction from supervisors and have the chance to escalate questions and issues to more experienced individuals, which can lead to further professional development.

Does Wells Fargo value diversity and inclusion in the workplace?

Yes, Wells Fargo is committed to diversity, equity, and inclusion, actively welcoming applications from all qualified candidates regardless of various protected characteristics.

What is the work environment like for this position?

The work environment emphasizes strong customer relationships alongside a risk-mitigating and compliance-driven culture, ensuring accountability in execution of risk programs.

What should applicants with disabilities do if they need accommodations during the application process?

Applicants with disabilities who require accommodations during the application or interview process should visit Disability Inclusion at Wells Fargo for assistance.

Is there a drug and alcohol policy at Wells Fargo?

Yes, Wells Fargo maintains a drug-free workplace and has established a Drug and Alcohol Policy that all employees must adhere to.

How does Wells Fargo handle the recruitment and hiring process?

Wells Fargo requires candidates to directly represent their own experiences and prohibits third-party recordings unless authorized by the company during the recruitment and hiring process.

Finance
Industry
10,001+
Employees
1929
Founded Year

Mission & Purpose

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation. © 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.