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Escalations Representative

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

AI generated summary

  • You need 2+ years of contact experience in Financial Services or equivalent work, training, military experience, or education.
  • You will handle customer inquiries and complaints, investigate issues, process transactions, classify risks, escalate concerns, and negotiate resolutions between parties.

Requirements

  • 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Responsibilities

  • Support internal and external customers with inquiries and complaints regarding financial products and services
  • Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
  • Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
  • Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
  • Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
  • Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly

FAQs

What is the role of an Escalations Representative at Wells Fargo?

The Escalations Representative supports internal and external customers by handling inquiries and complaints regarding financial products and services, resolving client issues, conducting investigations, and ensuring compliance with internal company requirements.

What are the required qualifications for this position?

The position requires at least 2+ years of contact experience in a Financial Services environment, or equivalent demonstrated through a combination of work experience, training, military experience, or education.

Is prior experience in Financial Services preferred?

Yes, experience in a Financial Services environment is desired as it may enhance a candidate's ability to succeed in this role.

How does the company view diversity and inclusion?

Wells Fargo values diversity, equity, and inclusion in the workplace and welcomes applications from all qualified candidates regardless of various protected statuses.

What does the escalation process look like for non-routine client concerns?

The Escalations Representative will receive direction from supervisors and escalate non-routine client concerns to more experienced individuals when necessary.

What type of environment does Wells Fargo aim to create for its employees?

Wells Fargo aims to create a strong customer relationship-focused environment that is balanced with risk mitigation and compliance-driven culture.

Are there any accommodations available for applicants with disabilities?

Yes, Wells Fargo encourages applications from all qualified candidates and provides accommodations for applicants with disabilities upon request during the recruitment process.

What is the company's stance on drug and alcohol use?

Wells Fargo maintains a drug-free workplace and adheres to its Drug and Alcohol Policy.

Are third-party recordings allowed during the recruitment process?

No, third-party recordings are prohibited unless specifically authorized by Wells Fargo.

Can applicants represent their own experiences during the hiring process?

Yes, Wells Fargo requires applicants to directly represent their own experiences during the recruiting 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.