Escalations Representative - Legal Services Phone Team

Wells-Fargo; Tempe (AZ); Hybrid; USD 42,000 - 54,000; Full time

Job summary

Wells Fargo in Tempe, AZ is seeking an Escalations Representative to join the Legal Services Phone Team within Global Operations. You will support customers, investigate issues, and escalate non-routine concerns as needed.

Focus on compliance, risk classification, and effective communication with internal and external stakeholders while handling complex transactions and disputes.

Qualifications

• 1+ year of customer contact experience in a financial services support environment.

Responsibilities

• Support internal and external customers with inquiries and complaints regarding financial products and services.
• Determine appropriate course of action, conduct investigative steps, and process complex transactions online.
• Review complaints for regulatory and non-regulatory flags and classify risks in case management system.

Skills

Customer contact experience

Microsoft Office (Word, Excel, Outlook

Tools

Microsoft Office

Job description

About this role:Wells Fargo is seeking an Escalations Representative to join the Legal Services Phone Team as part of Global Operations. Learn more about the career areas and lines of business at wellsfargojobs.comIn this role, you will:Support internal and external customers with inquiries and complaints regarding financial products and servicesSeek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions onlinePerform 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 standardsReceive direction from supervisors, and escalate non-routine client concerns to more experienced individualsInteract with internal and external customers to respond to the raised concerns, as well as determine appropriate course of actionServe as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordinglyRequired Qualifications:1+ year 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, educationDesired Qualifications:Customer service experienceExperience conducting independent researchExperience handling escalated customer callsAbility to read, understand, and interpret legal documentsKnowledge and understanding of processing and handling writs and levies, summons and subpoenas as well as court blocked accountsAbility to identify potential operational issues and legal risksAbility to make timely, independent judgment decisions in a fast-paced, results-driven environmentExperience with Wells Fargo systems such as 1LLG (One Liens, Levies, Garnishments), Hogan, 1Sum, Columbia, CIV & SDDAbility to work effectively in a team environment and across all organizational levels, where flexibility, collaboration, and adaptability are importantIntermediate Microsoft Office (Word, Excel, Outlook, PowerPoint, and Access) skillsJob Expectations:Ability to work a scheduled shift Monday - Friday, 1:00 PM – 5:00 PM PSTAbility to work a hybrid schedule, alternating one week onsite and one week remotelyAbility to work additional hours as needed based on business needsThis position is not eligible for Visa sponsorshipLocation:1305 W 23rd St., Tempe, AZ 85282Posting End Date:29 Oct 2026*Job posting may come down early due to volume of applicants.We Value Equal OpportunityWells 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 unit’s 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 DisabilitiesTo request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo.Drug and Alcohol PolicyWells 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.