Customer Service Associate

at  Wells Fargo

APPLICANTS WITH DISABILITIES

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

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

Required Qualifications:

• 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, educatio

Desired Qualifications:

• Call Center or customer facing experience
• Financial Institution experience
• Demonstrated experience with pipeline management
• Experience working with CPS (Campaign Processing System)
• Excellent verbal, written, and interpersonal communication skills
• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent problem-solving skills
• Experience managing multiple and competing priorities
• Ability to stay organized and prioritize tasks
• Small Business Administration (SBA) experience
• Experience with queue management
• Ability to work in a fast-paced action-oriented environment
• Advanced Microsoft Office skill

Wells Fargo is seeking a Customer Service Associate for the Small Business Administration (SBA) Banker Team as part of Commercial Banking Operations group. Learn more about the career areas and lines of business at www.wellsfargojobs.com .
This role will have direct ownership of an individual pipeline of applications and is responsible for monitoring status, performing follow up, ensuring required documentation and stipulations are satisfied to complete the application while ensuring compliance with internal Small Business Operations policies and SBA Government regulations.

In this role, you will:

• Provide support to internal and external customers in account management, operations, documentation, and technical support
• Review basic or tactical customer issues regarding products and services, billing, account questions, or account transactions with narrower impact
• Receive direction from managers and exercise judgment within defined parameters while developing understanding of the related policies, procedures, or compliance requirements
• Act as a primary support person for the customer and internal partners supporting customer services
• Provide information to managers as well as internal and external customers to resolve customer issues

Required Qualifications:

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

Desired Qualifications:

• Call Center or customer facing experience
• Financial Institution experience
• Demonstrated experience with pipeline management
• Experience working with CPS (Campaign Processing System)
• Excellent verbal, written, and interpersonal communication skills
• Excellent organizational, multi-tasking, and prioritizing skills
• Excellent problem-solving skills
• Experience managing multiple and competing priorities
• Ability to stay organized and prioritize tasks
• Small Business Administration (SBA) experience
• Experience with queue management
• Ability to work in a fast-paced action-oriented environment
• Advanced Microsoft Office skills

Job Expectations:

• Flexibility with schedule as shift hours will change with daylight savings time to accommodate business needs
• Ability to work additional hours as needed
• This position offers a hybrid work schedule

Posting Location:

• 11601 N Black Canyon Hwy., Phoenix, Arizona

Relocation assistance is not available for this position.
Visa Sponsorship not available for this position.