Senior Customer Service Representative

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 .

- 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

- 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

- 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

- 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

- 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

- Charlotte: 9:00 AM to 6:00 PM (CST) - Irving 11:00 AM to 8:00 PM (CST)

- 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.

9 Aug 2026 *Job posting may come down early due to volume of applicants.

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.