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Wells Fargo

Assisted Customers via email with a Wide Range of Inquiries Related to Financial Products and Services

  • Assisted customers via email with a wide range of inquiries related to financial products and services

  • Responded to complex customer inquiries and complaints utilizing multiple systems and bank wide resources with a focus on First Contact Resolution

  • Prepared product and service reports by collecting and analyzing client’s information

  • Navigated a computerized system for tracking, information gathering, and troubleshooting

  • Identified opportunities to introduce customers to new products and financial service

  • Answered a high-volume level of call types from direct customers and other business units per day

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Deploying Strategy with Simplicity

Memberships: 

SHRM, DC-SHRM, Montgomery County SHRM, Gartner, and Bersin (Deloitte)

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