Phone Banker
SCORE Silicon Valley
Manila, National Capital Region
2d ago

Department Overview

The Business Services team across locations provides processing and voice support and to enable a follow-the-sun delivery model for Wells Fargo that would help us service our customers faster.

Business Services teams perform bank operation processes across divisions of WF Home Lending, Wholesale Ops, Wealth & Investment Management (WIM), PVSI & Community banking.

About the Role

Phone Banker’s primary responsibility is to respond to routine to complex inquiries and complaints from customers regarding financial products and services, while promoting a positive phone banking experience.


  • Has clearly defined productivity and sales goals / quotas which may include cross-sell, product referrals and profit.
  • Responsible for responding to routine to complex inquiries and complaints from customers regarding financial products and services.
  • Assesses customer needs and promotes / suggests alternative products or services.
  • May work on special projects and coach other bankers.
  • Requires intermediate computer skills including the ability to navigate multiple windows and applications and utilize search tools to find information.
  • Market Skills and Certifications

  • Candidates must have completed 2nd year college without back subjects
  • With at least 2 years of customer service AND financial experience in a BPO setting
  • With experience handling CSAT driven accounts
  • Must have excellent verbal and written communications skills
  • Willing to work on night shift
  • Willing to be assigned in Mckinley Hill, Taguig City
  • 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.


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