Senior Customer Service Representative – Premier Banking

Wells Fargo

Senior Customer Service Representative advocating for Wells Fargo Premier customers. Providing exceptional service for complex inquiries and supporting affluent clients in financial products and services.

Posted 6/17/2026full-timePhoenix • Arizona, Texas • 🇺🇸 United StatesSenior💰 $26 per hourWebsite

About the role

Key responsibilities & impact

Deliver a best-in-class and exceptional experience while being an advocate for our Premier customers
Support customers and resolve moderate to complex inquiries or issues for a variety of financial products and services through a variety of other channels
Support affluent and High Net Worth customers with $250,000 or more in investible assets with Wells Fargo or own a Wells Fargo Premier Checking account by servicing a variety of more complex financial products, and services by phone with a one-call resolution
Perform research to resolve moderately complex customer problems and provide a best-in-class customer experience while adhering to work guidelines, policies, and regulations
Receive direction from management and escalate non-routine questions when answering inquiries or resolving issues
Navigate multiple computer systems as you research customer needs and offer solutions, all while communicating effectively and accurately when delivering information

Requirements

What you’ll need

4+ years of assessing and meeting the needs of customers or solving customer problems experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
1+ year of Everyday Banking Service Plus experience
Call center experience in a banking/financial setting
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
Excellent verbal, written, and interpersonal communication skills
Knowledge and understanding of consumer products, policies, and procedures; within a call center environment
Ability to influence, educate, and connect customers to technology and share the value of digital banking options
Good attention to detail and accuracy skills
Ability to deliver solutions-driven results for one-call resolution through leveraging active listening, procedures and transaction authority entitlement
Knowledge and understanding of online products, policies, and procedures; within a call center environment
Ability to navigate multiple computer systems, applications, and utilize search tools to find information
Experience delivering results in a fast-paced, deadline driven environment
Ability to quickly learn business operations and processes
Strong knowledge and understanding of Virtual Library
Knowledge and understanding of Hogan
Exposure to Wells Fargo CIV (Customer Information View) application
Knowledge and understanding of High Net Worth (HNW) clients; affluent client services
Basic Microsoft Office Skills

Benefits

Comp & perks

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Applicant Tracking System Keywords

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Hard Skills & Tools

Everyday Banking Service Pluscustomer problem solvingfinancial products knowledgedigital banking optionsattention to detailone-call resolutionnavigating computer systemsMicrosoft Office skillsHogan knowledgeHigh Net Worth client services

Soft Skills

strong customer serviceeffective communicationintegrityprofessionalismactive listeninginfluencing skillseducating customersconnecting customerscomprehension skillsresults-driven mindset