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

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Des Moines, IA, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports commercial banking customers in lending servicing operations through phone, email, and digital channels. Resolves moderately complex inquiries, maintains accounts, promotes digital servicing, and follows regulatory and information-security requirements. Researches issues, improves processes, collaborates across teams, and supports specialized programs. Provides guidance to less experienced staff while maintaining accuracy, service quality, risk controls, and customer satisfaction in a high-volume contact center.
Summary Generated by Built In
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just work. It means having a competitive salary, a robust benefits package, and programs to support your work-life balance and well-being. It means being rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it! Wells Fargo ranked in the top five on LinkedIn Top Companies List of best workplaces "to grow your career" in the U.S.. Learn more about the career areas and business divisions at wellsfargojobs.com . About this role: Wells Fargo is seeking a Senior Customer Service Representative to support Lending Servicing Operations as part of Wholesale Operations . The Senior Customer Service Representative supports Commercial Banking customers through inbound phone, outbound email, and digital service channels. Lending Servicing Operations focuses on loan servicing, data management, account maintenance, customer care, and collections. In this role, you will: Handle moderately complex customer inquiries and complaints, ensuring timely and effective resolution, while escalating non-routine or complex issues as appropriate and delivering exceptional customer experience Perform customer service and account servicing activities while maintaining a strong focus on quality, accuracy, risk management, and customer satisfaction Promote digital servicing solutions and ensure adherence to regulatory, risk, and information security requirements Research and resolve customer concerns by identifying root causes and implementing effective solutions Identify, recommend, and implement process, tool, and workflow improvements that enhance service quality, operational efficiency, and customer experience Partner with internal teams and stakeholders to resolve customer issues, address process gaps, and support business and service objectives Support less experienced staff by sharing knowledge, reinforcing best practices, and supporting skill development Support specialized customer programs and initiatives that require cross-functional coordination and operational expertise 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 resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Military experience with tracking information in multiple computer systems with high level of accuracy United States Military Service in the National Guard, Reserves, U.S. Air Force, U.S. Army, U.S. Marine Corps, U.S. Navy, and/or U.S. Space Force Ability to identify trends, evaluate processes, and recommend improvements that enhance operational efficiency, service quality, and customer experience Ability to interpret and apply policies, procedures, and operational guidelines while providing clear and accurate information to customers and staff Ability to navigate multiple systems, applications, and search tools simultaneously to efficiently research information and support customer inquiries Ability to thrive in a fast-paced, high-volume contact center environment while effectively managing competing priorities and workload demands Commitment to delivering accurate, high-quality work while maintaining a strong focus on customer satisfaction and experience Demonstrated ability to consistently meet or exceed performance expectations, including productivity, quality, service, and attendance objectives Demonstrated ability to provide exceptional customer service by actively listening, gathering information, identifying customer needs, and resolving inquiries or concerns Experience supporting Equipment Finance/Leasing, Lending Services, or other complex servicing environments, including knowledge of servicing programs, policies, procedures, and systems Proven ability to collaborate effectively with peers, support team success, and provide guidance or coaching when appropriate Proven ability to research, analyze, and resolve complex customer issues by identifying root causes and implementing effective solutions Strong analytical, critical thinking, and problem-solving skills with a high degree of accuracy and attention to detail Strong de-escalation and conflict resolution skills, with the ability to handle challenging customer interactions professionally and empathetically Strong organizational, prioritization, multitasking, and time management skills in a metric-driven environment Strong verbal, written, and interpersonal communication skills, with the ability to communicate clearly, professionally, and effectively with customers, staff, and leadership skills Intermediate Microsoft Office (Word, Excel, Outlook, PowerPoint) skills Experience with commercial lending, equipment finance, leasing, or servicing platforms such as: InfoLease, Internal Servicing Module (ISM), Lease Connect, or similar financial services systems Job Expectations: Ability to work additional hours as needed Adhere to standards outlined with written policy as well as applicable State and Federal regulations Relocation assistance is not available for this position This position is not eligible for Visa sponsorship Willingness to work on-site at stated location on the job opening Posting Location: 801 Walnut Street, Des Moines, IA 50309 #BootstoBanking IMPORTANT INFORMATION: AFTER SUBMITTING YOUR APPLICATION, PLEASE MONITOR YOUR E-MAIL FOR FUTURE COMMUNICATIONS Once your application is received, Wells Fargo will make initial contact with you via e-mail Please ensure your contact information (e-mail address and phone number) is current in your Wells Fargo Jobs Profile If your contact information has changed, please update prior to applying to this position Based on the volume of applications received, this job posting may be removed prior to the indicated close date. If you do not apply prior to the closing of this posting, we encourage you to apply for other opportunities with Wells Fargo. 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 work experience, training, military experience, or education
  • Ability to work additional hours as needed
  • Ability to adhere to written policies and applicable state and federal regulations
  • Willingness to work on-site at the stated Des Moines, Iowa location
  • Military experience researching questions, processes, and procedures and recommending solutions
  • Military experience resolving complex issues through written or verbal communication
  • Military experience tracking information accurately across multiple computer systems
  • United States military service in the National Guard, Reserves, Air Force, Army, Marine Corps, Navy, or Space Force
  • Ability to identify trends, evaluate processes, and recommend operational improvements
  • Ability to interpret and apply policies, procedures, and operational guidelines
  • Ability to navigate multiple systems, applications, and search tools simultaneously
  • Ability to work effectively in a fast-paced, high-volume contact center
  • Ability to meet or exceed productivity, quality, service, and attendance expectations
  • Experience supporting equipment finance, lending services, leasing, or complex servicing environments
  • Knowledge of servicing programs, policies, procedures, and systems
  • Ability to collaborate effectively, support team success, and provide guidance or coaching
  • Strong analytical, critical-thinking, problem-solving, de-escalation, and conflict-resolution skills
  • Strong organizational, prioritization, multitasking, time-management, verbal, written, and interpersonal communication skills
  • Intermediate Microsoft Office skills, including Word, Excel, Outlook, and PowerPoint
  • Experience with commercial lending, equipment finance, leasing, or servicing platforms such as InfoLease, ISM, or Lease Connect

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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HQ: San Francisco, CA
205,000 Employees
Year Founded: 1852

What We Do

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.

Why Work With Us

We're known for our “Well Life” approach to supporting employees’ career aspirations, work-life balance, and mental and physical health. Wells Fargo continues to rank on the LinkedIn Top Companies lists of best workplaces “to grow your career.”

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