Senior Customer Service Representative| Military Boots to Banking - Veteran Initiative

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San Antonio, TX, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports business and consumer banking customers with deposit account fulfillment, account-opening documentation, ownership verification, inquiries, complaints, and complex problem resolution. Researches customer issues across multiple systems, provides accurate solutions, escalates non-routine matters, and recommends appropriate products and services. The role also supports less experienced representatives and requires completion of a seven-week training program.
Summary Generated by Built In
About this role: Wells Fargo is seeking Senior Customer Service Representative | Military Boots to Banking in San Antonio, TX., as part of Business Deposit Application Fulfillment (BDAF) for Consumer and Business Banking. Learn more about the career areas and lines of business at wellsfargojobs.com . In this role, you will: 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 Perform research to resolve complex customer problems 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 Required Qualifications: 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 Desired Qualifications: Military experience researching and assessing questions, process, and procedures to make recommendations on solutions. Military experience with tracking information in multiple computer systems with high level of accuracy 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 Experience delivering results in a fast-paced, deadline driven environment Excellent verbal, written, and interpersonal communication skills Good attention to detail and accuracy 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 Work Schedule : Monday-Friday 8 AM - 4:30 PM CST or 9 AM - 5:30 PM CST Job Expectations: 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 November 2nd, 2026, and runs Monday - Friday 9am - 5:30pm (CST) This position is not eligible for Visa sponsorship Location: 4101 Wiseman Blvd Bldg 102 SAN ANTONIO, TX 78251 #Boot2Banking Posting End Date: 30 Sep 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. 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. 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 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.

Skills Required

  • 2+ years of customer service, financial services, or contact center support experience, or equivalent experience, training, military experience, or education
  • Military experience researching and assessing questions, processes, and procedures to recommend solutions
  • Military experience tracking information across multiple computer systems with a high level of accuracy
  • Ability to provide strong customer service, efficiently elicit information, comprehend issues, and resolve complex customer problems
  • Ability to interact with integrity and professionalism with customers, team members, and management
  • Intermediate Microsoft Office skills, including Word, Excel, Outlook, and Teams
  • Knowledge of reading and interpreting legal documents
  • Ability to navigate multiple computer systems, applications, and search tools
  • Experience delivering results in a fast-paced, deadline-driven environment
  • Excellent verbal, written, and interpersonal communication skills
  • Strong attention to detail and accuracy skills
  • Ability to quickly learn business operations and processes
  • Knowledge of business banking products and services
  • Knowledge of opening new deposit or loan accounts for retail and commercial customers
  • Ability to identify customer needs and obstacles and take necessary problem-solving steps
  • Ability to navigate multiple computer screens while working on the phone
  • Ability to solve complex customer transactions across multiple systems
  • Must attend the full required seven-week training period

Wells Fargo Compensation & Benefits Highlights

  • Retirement Support — Retirement offerings are highlighted by a strong 401(k) with employer matching and added options like after‑tax contributions and an employee stock purchase plan, supporting long‑term savings. These features are presented as competitive elements of the total rewards package.
  • Healthcare Strength — Medical, dental, and vision coverage are described as comprehensive, often starting on day one for eligible employees, with HSAs/FSAs, wellness incentives, and mental health resources available. Specialized care options, including fertility support, further enhance the health offering.
  • Parental & Family Support — Paid parental leave of notable duration is available from the start of employment, alongside adoption/surrogacy/fertility programs. Caregiving and backup care resources deepen the family-oriented support.

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205,000 Employees
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Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $2.2 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 33 on Fortune’s 2025 rankings of America’s largest corporations. Our technology professionals drive innovation, information security, and big data analytics while maintaining a network that handles more than 12 billion customer interactions a year. Join us! 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. And we’re recognized for it — Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.” 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. © 2026 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.

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