Senior Customer Service Representative

Posted 8 Hours Ago
Be an Early Applicant
San Antonio, TX, USA
Hybrid
Senior level
Fintech • Financial Services
Wells Fargo: Tech-powered. Innovation-led. We're transforming financial services.
The Role
Supports customers with deposit account opening and fulfillment needs, answers inquiries, resolves complex problems, verifies documentation and business ownership, and navigates multiple systems to deliver accurate solutions. The role handles escalations, supports less experienced representatives, identifies customer needs, and recommends appropriate banking products while following policies, regulations, and risk controls. A required seven-week training program is provided.
Summary Generated by Built In
About this role:
Wells Fargo is seekingSenior Customer Service Representative 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:
  • 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
    Posting End Date:
    25 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
    • Ability to attend the full duration of the required seven-week training period
    • Strong customer service, listening, information-gathering, and complex problem-solving skills
    • Professional and ethical interaction 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
    • Excellent verbal, written, and interpersonal communication skills
    • Attention to detail and accuracy
    • Knowledge of business banking products and services
    • Knowledge of opening new deposit or loan accounts for retail and commercial customers
    • Ability to navigate multiple computer screens while working on the phone

    Wells Fargo Compensation & Benefits Highlights

    • Healthcare Strength Health coverage begins on day one with comprehensive medical, dental, and vision options, and the company subsidizes a substantial share of premiums for U.S. employees (varying by compensation band).
    • Retirement Support A robust 401(k) program includes an employer match for eligible employees, with specifics laid out in plan materials and filings.
    • Parental & Family Support Paid parental leave extends up to 16 weeks for eligible primary caregivers, alongside fertility coverage, adoption/surrogacy reimbursement, and lactation support.

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    The Company
    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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