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Summary
About the Role
About You
- 2+ years of customer service experience or equivalent.
- 1+ year of assessing and meeting customer needs or issue resolution.
- 1+ year of building and maintaining effective relationships with customers.
- Successfully completed FINRA Series 6 and Series 63 examinations.
- State Insurance license(s).
- Customer service focus with experience handling transactions across multiple systems.
- Strong verbal, written, and interpersonal communication skills.
- Knowledge of retail compliance controls and risk management.
Benefits
- Robust benefits package including medical, dental, and vision coverage.
- Competitive compensation with programs designed to help achieve work-life balance.
Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with approximately $1.9 trillion in assets. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, investment and mortgage products and services, as well as consumer and commercial finance, through more than 7,300 locations, 12,000 ATMs, the internet (wellsfargo.com) and mobile banking, and has offices in over 40 countries and territories to support customers who conduct business in the global economy. With approximately 250,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 41 on Fortune’s 2022 rankings of America’s largest corporations. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories. Relevant military experience is considered for veterans and transitioning service men and women. 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.© 2016 Wells Fargo Bank, N.A. All rights reserved. Member FDIC.