Customer Service Representative Small Business

W

Wells Fargo & Company

Posted 3 months ago

Full Time

Irving, Texas

In Person

Smart Summary

Responsibilities

Provide empathetic support to small business customers regarding financial products via phone, chat, and video. Manage operational risk by adhering to policies and promoting digital banking services.

Qualifications

You have at least one year of experience in customer service, financial services, or contact center support. You are adept at empathetic customer interaction across various communication channels and possess the ability to manage risk by adhering to company policies and procedures.

Must Have Skills for ATS

Customer Service

Financial Services

Contact Center Support

Phone

Text

Chat

Video Chat

Risk Management

Digital Services

Online Delivery

eSign

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. And we’re recognized for it – Wells Fargo once again ranked in the top three – making us the #1 financial services employer – on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us!

About this role: 

Wells Fargo is seeking a Customer Service Representative in Business Banking.  CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. Find out why we’re the #1 financial services company to grow YOUR career. Apply today. 


In this role, you will:

  • Support customers and ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment
  • Interact with customer service team and perform moderately complex customer support tasks
  • Manage risk by following all policies and procedures and staying abreast of changes to them
  • Advocate for digital services such as online delivery of statements and other documents, eSign paperwork, and any other digital opportunities, as needed
  • Receive direction from customer service supervisor and escalate non-routine questions


Required Qualifications:

  • 1+ year 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 customer issues 

  • Ability to execute in a fast paced, high demand, metric driven call center environment 

  • Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy 

  • 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 

  • Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information 

  • Knowledge, understanding and experience of internet, mobile, and social media technology 

  • Industry experience in financial, mortgage, administrative, collections, or reporting areas 

  • Strong knowledge and understanding of bank policies, procedures, and systems

Job Expectations:

  • Must be able to attend full duration of required training period  

  • This position is not eligible for Visa sponsorship  

  • Ability to work additional hours as needed   

  • Schedule may be eligible for a shift differential under the terms of the shift differential policy 

  • Must work on-site at the location posted    

Training Schedule: 

  • Training class starts on 6/29/2026.  Training takes place Monday – Friday for 10 weeks. You are required to attend the full duration of this paid 10 weeks of training.

  • We’re open from Monday-Saturday 6:00 am - 10:00 pm CST and Sunday from 8 am - 9 pm CST. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays.

  • Schedule may be eligible for a shift differential of 15% under the terms of the shift differential policy.

Posting Location(s): 

  • 401 W. Las Colinas Blvd. Bldg #1, Irving TX 75039

@RWF22

Posting End Date: 

18 Jun 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.

W

Wells Fargo & Company

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.
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