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Escalations Representative

ExperiencedNo visa sponsorship

Posted 12 days ago

No clicks

**Escalations Representative** at Wells Fargo: Key role linking internal/external customers, handling financial services inquiries, complaints, and complex transactions. Duties include issue resolution, risk classification, and maintaining compliance. Requires 18+ months experience in financial services customer contact, strong communication skills, and a self-motivated team player approach.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
Canada

Full Job Description

About this role:

Wells Fargo is seeking an Escalations Representative


In this role, you will:

  • Support internal and external customers with inquiries and complaints regarding financial products and services
  • Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
  • Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
  • Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
  • Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
  • Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly


Required Qualifications:

  • Min 18 months of customer contact experience in a Financial Services support environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Desired Qualifications:
  • Strong communication
  • Eager to learn, self-motivated and a team player


Job Expectations:

  • Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues and process complex transactions online.

  • Execute assigned customer operations processes in accordance with established procedures and SLAs.

  • Perform control activities and secondary reviews, including reconciliations and monitoring reports.

  • Identify, document, and escalate process exceptions or risk concerns.

  • Maintain accurate, auditready case documentation.

  • Support team quality, compliance, and audit requirements.

                                                       

Posting End Date: 

12 May 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 units 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.


Escalations Representative

Compensation

Not specified

City: Not specified

Country: Canada

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

12 days ago

No clicks

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

**Escalations Representative** at Wells Fargo: Key role linking internal/external customers, handling financial services inquiries, complaints, and complex transactions. Duties include issue resolution, risk classification, and maintaining compliance. Requires 18+ months experience in financial services customer contact, strong communication skills, and a self-motivated team player approach.

Full Job Description

About this role:

Wells Fargo is seeking an Escalations Representative


In this role, you will:

  • Support internal and external customers with inquiries and complaints regarding financial products and services
  • Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
  • Perform moderately complex initiatives to resolve client issues and review complaints for regulatory and non-regulatory flags, and classify risks appropriately in case management system to ensure customer issues are addressed while maintaining compliance with internal company requirements and standards
  • Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
  • Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
  • Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly


Required Qualifications:

  • Min 18 months of customer contact experience in a Financial Services support environment, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
  • Desired Qualifications:
  • Strong communication
  • Eager to learn, self-motivated and a team player


Job Expectations:

  • Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues and process complex transactions online.

  • Execute assigned customer operations processes in accordance with established procedures and SLAs.

  • Perform control activities and secondary reviews, including reconciliations and monitoring reports.

  • Identify, document, and escalate process exceptions or risk concerns.

  • Maintain accurate, auditready case documentation.

  • Support team quality, compliance, and audit requirements.

                                                       

Posting End Date: 

12 May 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 units 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.