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Branch Product Support Representative, Banker Connection
Wells FargoBranch Product Support Representative providing tailored support for branch employees in customer transactions and operations. Delivering exceptional internal customer experience in a hybrid work environment.
About the role
Key responsibilities & impact- Support Branch Product Support and seek ways to improve processes within established procedures
- Support branch employees and internal business partners by delivering exceptional internal customer experience while taking inbound calls;
- Provide expertise, resources, and procedural support to internal partners, enabling them to make recommendations on products and services that best align to the customer's needs.
- Perform moderately complex customer support tasks to include consumer branch policy and procedure review with a focus on accuracy and risk mitigation
- Receive direction from leaders and escalate non-routine questions while developing the knowledge to understand function, policies, procedures, and compliance requirements.
- Interact with immediate team on less complex information as well as internal customers, primarily branch employees, to deliver first contact resolution and support for critical transactions.
- Regularly receive direction from supervisor and escalate questions and issues to more experienced roles.
- Establish, develop, and maintain positive business relationships with internal partners.
- Perform routine administrative, transactional, operational, and customer support tasks.
- Deliver first contact resolution for critical transactions that may include wire transactions, fiduciary account and owner creation/maintenance, official bank check reviews, and special account questions and maintenance, seeking guidance from more experienced peers when necessary.
- Proactively provide feedback to time sensitive requests related to outages, issues, and updates.
- Provides recommendations and information needed to update policies and procedures.
Requirements
What you’ll need- 1+ year of Branch or Customer Service support experience or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Must have completed at least two (2) years of college education, any field
- At least 1+ year pf professional experience in Customer Service in a Financial Services, Shared Services, and/or BPO work environment
- Customer service focus with experience processing complex transactions and performing extensive research to resolve complex customer issues
- Knowledge and understanding of systems resource systems and applications
- Strong ability to quickly analyze and troubleshoot complex issues and communicate solutions in fast paced, high demand, environment
- Ability to navigate multiple systems and applications to research and identify current business documentation and procedures
- Outstanding problem solving and decision-making skills
- Strong organizational, multi-tasking, and prioritizing skills
- Experience interacting positively with difficult or irate customers
- Excellent English communication skills, verbal, written, and interpersonal communication skills.
- Ability to achieve high production and quality standards
- Ability to work effectively in structured but flexible, adaptable and changing, call center environment
Benefits
Comp & perks- Hybrid work schedule
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
customer servicetransaction processingresearchproblem solvingdecision makingrisk mitigationpolicy reviewfirst contact resolutionwire transactionsaccount maintenance
Soft Skills
organizational skillsmulti-taskingprioritizingcommunication skillsinterpersonal skillsadaptabilityflexibilitycustomer focusrelationship buildingtroubleshooting