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Senior Escalations Representative

ExperiencedNo visa sponsorship

Posted 12 days ago

1 click

**Senior Escalations Representative, Wells Fargo** Lead cross-functional teams, troubleshooting complex client issues, ensuring operational efficiency, and driving process improvements in our financial services support environment. Key responsibilities include providing expert guidance, managing daily operations, and independently handling high-level complaints, reflecting 3+ years of relevant experience. Essential skills: strong communication, problem-solving, and proficiency in customer relation management tools like Salesforce and ServiceNow.

Compensation
Not specified

Currency: Not specified

City
Not specified
Country
United States, Canada

Full Job Description

About this role:

Wells Fargo is seeking a Senior Escalations Representative


In this role, you will:

  • Support less experienced individuals in providing resolutions for client inquiries and complaints
  • Determine appropriate course of action and conduct investigative steps to fully identify customer issues
  • Perform complex administrative and customer support tasks by managing daily schedules, and providing work direction to the team
  • Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction
  • Provide subject matter expertise and interpretation of procedures to less experienced individuals
  • Respond independently to complaints escalated at the highest level
  • Interact with internal and external customers to resolve their issues
  • Interact with the immediate Escalations team to supervise day to day activities of the support Escalations team


Required Qualifications:

  • 3+ years of customer contact within 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.

  • Provide subject matter expertise and interpretation of procedures to less experienced individuals.

  • Assist in setting performance standards and recommend process or policy improvements .
     

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.


Senior Escalations Representative

Compensation

Not specified

City: Not specified

Country: United States, Canada

Wells Fargo Corporate & Investment Banking  logo
Investment Banking

12 days ago

1 click

at Wells Fargo Corporate & Investment Banking

ExperiencedNo visa sponsorship

**Senior Escalations Representative, Wells Fargo** Lead cross-functional teams, troubleshooting complex client issues, ensuring operational efficiency, and driving process improvements in our financial services support environment. Key responsibilities include providing expert guidance, managing daily operations, and independently handling high-level complaints, reflecting 3+ years of relevant experience. Essential skills: strong communication, problem-solving, and proficiency in customer relation management tools like Salesforce and ServiceNow.

Full Job Description

About this role:

Wells Fargo is seeking a Senior Escalations Representative


In this role, you will:

  • Support less experienced individuals in providing resolutions for client inquiries and complaints
  • Determine appropriate course of action and conduct investigative steps to fully identify customer issues
  • Perform complex administrative and customer support tasks by managing daily schedules, and providing work direction to the team
  • Assist in setting performance standards, and recommend process or policy improvements to enhance customer satisfaction
  • Provide subject matter expertise and interpretation of procedures to less experienced individuals
  • Respond independently to complaints escalated at the highest level
  • Interact with internal and external customers to resolve their issues
  • Interact with the immediate Escalations team to supervise day to day activities of the support Escalations team


Required Qualifications:

  • 3+ years of customer contact within 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.

  • Provide subject matter expertise and interpretation of procedures to less experienced individuals.

  • Assist in setting performance standards and recommend process or policy improvements .
     

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.