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Escalations Representative

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  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Hyderabad, +1

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 primary responsibility of an Escalations Representative at Wells Fargo?

The primary responsibility is to support internal and external customers with inquiries and complaints regarding financial products and services, while resolving issues and ensuring compliance with internal company requirements and standards.

What qualifications are required for this position?

A minimum of 2+ years of contact experience in a Financial Services environment is required, or equivalent experience demonstrated through a combination of work experience, training, military experience, or education.

What type of inquiries and complaints will I handle?

You will handle moderately complex inquiries and complaints related to financial products and services, as well as regulatory and non-regulatory flags.

How should I escalate non-routine client concerns?

Non-routine client concerns should be escalated to more experienced individuals as directed by supervisors.

Is there a focus on diversity and inclusion in the hiring process?

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

Will I need to negotiate settlements as part of my role?

Yes, you will serve as an intermediary between parties to resolve disputed matters, negotiate, and enact settlements accordingly.

What compliance requirements should I be aware of?

You are accountable for adhering to all applicable risk programs and policies, including effectively fulfilling risk and compliance obligations, and making sound risk decisions.

Can I request an accommodation during the application process?

Yes, accommodations for applicants with disabilities are available upon request in connection with the recruitment process.

Is there a drug and alcohol policy I should know about?

Yes, Wells Fargo maintains a drug-free workplace, and you can refer to the Drug and Alcohol Policy for more information.

What type of work environment can I expect?

You can expect a collaborative work environment focused on building strong customer relationships while balancing a risk-mitigating and compliance-driven culture.

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.

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