Wells Fargo Team Lead for Brokerage Services- Customer Service Rep 5 in Saint Louis, Missouri

  • Let’s talk about building a rewarding career*

Our competitive advantage is our people. It all begins with outstanding talent. In Wells Fargo's Wealth and Investment management (WIM), we've built our team of top professionals by rewarding their accomplishments and ensuring they have what's needed to succeed. We value and promote diversity and inclusion in every aspect of our business and at every level of our organization.

  • Wells Fargo & Company* (NYSE: WFC) is a nationwide, diversified financial services company with $1.7 trillion in assets. Founded in 1852, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 9,000 locations, more than 12,500 ATMs, online (wellsfargo.com), and mobile devices. Wells Fargo has more than 265,000 team members in 36 countries across our approximately 90 businesses. Wells Fargo & Company was ranked No. 30 on Fortune’s 2015 rankings of America’s largest corporations. Wells Fargo’s vision is to satisfy our customers’ financial needs and help them succeed financially. Wells Fargo perspectives are also available at Wells Fargo Blogs and Wells Fargo Stories.

Wealth and Investment Management (WIM) is one of the company’s four main divisions. WIM businesses build enduring client relationships through sound, thoughtful and objective advice. We help our clients by developing individualized plans for everything from retirement goals to business succession planning, to family legacy intentions. Services include comprehensive planning and advice, investment management, brokerage, private banking, estate planning strategies, trust, insurance and both individual and institutional retirement.

* * Wells Fargo Advisors Investment Contact Center (ICC)* helps clients succeed financially by providing specialized, world class sales and service expertise to new and existing clients and partners. Our team members are dedicated to owning the quality of every interaction while being available when, where and how our clients and financial advisors need us. We believe in the Wells Fargo’s Vision & Value that states “It’s about building lifelong relationships one customer at a time.” Our foundation for success can be summarized in three beliefs in who we are and what we do: Our product is service. Our value added is financial guidance. Our competitive advantage is our people.

Primary Job Responsibilities:

Responsible for responding to escalated inquiries and complaints requiring special handling. May resolve escalated issues/problems that have been forwarded by the management committee members and/or business chain of command. Duties include: communicating with other departments to resolve escalated issues; having similar authorities as first tier supervisors to make override decisions; resolving the most complex customer inquiries and complaints; processing complex transactions on-line; performing extensive research to resolve the complex customer problems; referring recommendations exceeding authority levels and/or items unable to meet resolution to top level management for review. Other duties may include: project work to identify/implement process improvements, functioning as a team lead and offering or recommending products and services based on customer needs. May require certification and may reside within an executive queue/office of the business.

Must be available to work Monday - Saturday , 7:00 AM - 10:00 PM CT. When a Saturday is worked, you will have a week day off.

Required Qualifications:

  • 4+ years of experience interacting with customers

Desired Qualifications:

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

  • Experience in processing complex transactions and performing extensive research to resolve complex customer inquiries/issues

  • Strong attention to detail and accuracy skills

  • Excellent verbal, written, and interpersonal communication skills

  • Ability to effectively listen and elicit information

  • Brokerage industry experience

  • Securities industry experience

  • Ability to provide leadership by coaching, training, and mentoring

  • Experience resolving and working through escalated and complex customer issues

How to Express Interest in This Job: Wells Fargo invites you to apply for this job at https://employment.wellsfargo.com/psp/PSEA/APPLICANTNW/HRMS/c/HRSHRAM.HRSAPPSCHJOB.GBL?Page=HRSAPPJBPST&FOCUS=Applicant&SiteId=1&JobOpeningId=5370100&PostingSeq=1.

All offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Relevant military experience is considered for veterans and transitioning service men and women.

Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.