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Wells Fargo

Escalations Representative

Posted 25 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC
Junior
Hybrid
Charlotte, NC
Junior
The Escalations Representative assists customers with inquiries and complaints regarding financial products, conducts investigations, and provides resolution for issues, maintaining compliance standards.
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Job Description

Why Wells Fargo

Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed.

We believe that a meaningful career is much more than just a job – it’s about finding all of the elements to help you thrive, in one place.

Living the Well Life means you’re supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You’ll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. Join us!

About this role:

Wells Fargo is seeking an Escalations Representative for Centralized Intake within the Enterprise Complaint Management Office.

In this role, you will:

  • Support internal and external customers with inquiries and complaints regarding financial products and services

  • Seek ways to determine appropriate course of action and conduct investigative steps to identify the issues

  • 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

Required Qualifications:

  • 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

Desired Qualifications:

  • Direct Customer Service Experience in a Call Center Environment

  • Experience interacting positively with difficult or irate customers

  • Strong attention to detail and accuracy skills

  • Ability to interact with integrity and a high level of professionalism with all levels of team members and management

  • Intermediate Microsoft Office skills

  • Ability to navigate multiple computer systems, applications, and utilize search tools to find information

  • Excellent verbal, written, and interpersonal communication skills

  • Experience in the following systems SVP, CIV, ECMP and ECMO procedural library

  • Ability to achieve high production and quality standards

  • Ability to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are important

  • Strong analytical skills with ability to draw conclusions and translate findings 

Job Expectations:

  • Hybrid work schedule 1 week in office 1 week work from home

  • Frequent customer contact via phone helping identify and document customer complaints and concerns

  • Work involves some research on customer complaints submitted through written channels (email, letter, etc.)

@RWF22

Posting End Date: 

10 Apr 2025

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

We Value Diversity

At Wells Fargo, we believe in diversity, equity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national origin, religion, age, sexual orientation, gender identity, gender expression, genetic information, individuals with disabilities, pregnancy, marital status, status as a protected veteran or any other status protected by applicable law.

Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements.

Candidates applying to job openings posted in US: All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.

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.

Applicants with Disabilities

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

Drug and Alcohol Policy

 

Wells Fargo maintains a drug free workplace.  Please see our Drug and Alcohol Policy to learn more.

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.

Top Skills

Civ
Ecmo
Ecmp
MS Office
Svp

Wells Fargo Charlotte, North Carolina, USA Office

355 W Martin Luther King, Jr BLVD, Charlotte, NC, United States, 28202

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