phone Banker 4Wells Fargo
Workplace: MetroManila, Manila
Salary: Agreement
Work form: Full time
Posting Date: 07/11/2025
Deadline: 12/12/2020
About Enterprise Global Services
Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about EGS at our .
About the Department
Contact center for checking accounts, savings accounts and debit card assistance. Common transactions include deposit availability (checks), declined transactions and unauthorized transactions
About the Role
The Phone Banker 4 provides support to multiple banker by responding to escalations and is responsible for coaching on opportunities as necessary.
Responsibilities:
Handles escalated and unresolved calls from less experienced bankers and provides direction and coaching on sales opportunities as needed to meet defined sales, productivity and performance goals.
Assists supervisor/manager with management of the daily activities of a group of representatives who have clearly defined goals and quotas including cross-sell, product referrals and profit.
Recognizes and recommends areas needing improvement.
Responsible for coaching and supporting bankers to achieve individual goals, team goals, and sales, productivity and performance goals.
May assist in scheduling and coordination of team activities.
Requires extensive knowledge of the organization, products, and/or services.
Engaging new hires by meeting weekly while in training, listening to calls, introducing them to fellow team members, coordinating welcoming activities, facilitating transition to the floor team
Reviewing online information and related bulletins to stay current on all policy and procedural changes
Market Skills and Certifications
Essential Qualifications:
Completed at least 2nd year in college (Bachelor's Degree course) or finished 2-3 year Associate Degree course
Extensive knowledge and understanding of banking processes, compliance, products, and services
3+ years of customer service and sales experience
2+ years in a financial services and/or call center
Flexible to work on any schedule
Amenable to work in McKinley Hill, Taguig Ciy
Job Family
Customer Service
Region
APAC
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company with $2.0 trillion in assets and offices in over 37 countries. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides asset management, capital raising and advisory, financing, foreign exchange, payments, risk management, and trade finance services to support customers who conduct business in the global economy. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We also value the viewpoints of our team members and encourage them to be their best. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Learn more at our .
Wells Fargo
Enterprise Global Services (EGS) enables global talent capabilities for Wells Fargo Bank NA., by supporting over half of Wells Fargo's business lines and staff functions across Technology, Business Services, Risk Services and Knowledge Services. EGS operates in Hyderabad, Bengaluru and Chennai in India and in Manila, Philippines. Learn more about EGS at our .
About the Department
Contact center for checking accounts, savings accounts and debit card assistance. Common transactions include deposit availability (checks), declined transactions and unauthorized transactions
About the Role
The Phone Banker 4 provides support to multiple banker by responding to escalations and is responsible for coaching on opportunities as necessary.
Responsibilities:
Handles escalated and unresolved calls from less experienced bankers and provides direction and coaching on sales opportunities as needed to meet defined sales, productivity and performance goals.
Assists supervisor/manager with management of the daily activities of a group of representatives who have clearly defined goals and quotas including cross-sell, product referrals and profit.
Recognizes and recommends areas needing improvement.
Responsible for coaching and supporting bankers to achieve individual goals, team goals, and sales, productivity and performance goals.
May assist in scheduling and coordination of team activities.
Requires extensive knowledge of the organization, products, and/or services.
Engaging new hires by meeting weekly while in training, listening to calls, introducing them to fellow team members, coordinating welcoming activities, facilitating transition to the floor team
Reviewing online information and related bulletins to stay current on all policy and procedural changes
Market Skills and Certifications
Essential Qualifications:
Completed at least 2nd year in college (Bachelor's Degree course) or finished 2-3 year Associate Degree course
Extensive knowledge and understanding of banking processes, compliance, products, and services
3+ years of customer service and sales experience
2+ years in a financial services and/or call center
Flexible to work on any schedule
Amenable to work in McKinley Hill, Taguig Ciy
Job Family
Customer Service
Region
APAC
We Value Diversity
At Wells Fargo, we believe in diversity and inclusion in the workplace; accordingly, we welcome applications for employment from all qualified candidates, regardless of race, color, gender, national or ethnic origin, age, disability, religion, sexual orientation, gender identity or any other status protected by applicable law. We comply with all applicable laws in every jurisdiction in which we operate.
About Wells Fargo
Wells Fargo & Company (NYSE: WFC) is a leading global financial services company with $2.0 trillion in assets and offices in over 37 countries. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides asset management, capital raising and advisory, financing, foreign exchange, payments, risk management, and trade finance services to support customers who conduct business in the global economy. At Wells Fargo, we want to satisfy our customers' financial needs and help them succeed financially. We also value the viewpoints of our team members and encourage them to be their best. Join our diverse and inclusive team where you will feel valued and inspired to contribute your unique skills and experience. We are looking for talented people who will put our customers at the center of everything we do. Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you. Learn more at our .
Wells Fargo
Other Info
Metro Manila
Permanent
Full-time
Permanent
Full-time
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