
Leading company in the financial services industry
Escalations Representative at Wells Fargo
About the role
About this role:
Wells Fargo is seeking an Escalations Representative:
In this role, you will:
- Support internal and external customers with inquiries and complaints regarding financial products and services
- Seek ways to determine appropriate course of action, conduct investigative steps to identify the issues, and process complex transactions online
- Perform 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 standards
- Receive direction from supervisors, and escalate non-routine client concerns to more experienced individuals
- Interact with internal and external customers to respond to the raised concerns, as well as determine appropriate course of action
- Serve as an intermediary between parties to resolve disputed matters, negotiates, and enact settlements accordingly
Required Qualifications:
- Min 18 months 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, 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, audit‑ready case documentation.
-
Support team quality, compliance, and audit requirements.
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 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 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.
Required skills
Customer complaint handling
Investigation
Communication
Case management
Risk classification
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About Wells Fargo

Wells Fargo
PublicWells Fargo & Company is an American multinational financial services company. The company operates in 35 countries and serves more than 70 million customers worldwide.
10,001+
Employees
San Francisco
Headquarters
$163B
Valuation
Reviews
10 reviews
3.7
10 reviews
Work-life balance
3.8
Compensation
3.2
Culture
3.9
Career
3.1
Management
3.4
72%
Recommend to a friend
Pros
Good benefits and health coverage
Flexible schedules and work arrangements
Supportive team environment
Cons
Limited career advancement opportunities
High stress and overwhelming workload
Poor management and lack of direction
Salary Ranges
16 data points
Mid/L4
Senior/L5
Mid/L4 · Lead Analytics Consultant
1 reports
$151,878
total per year
Base
$116,064
Stock
-
Bonus
-
$151,878
$151,878
Interview experience
4 interviews
Difficulty
3.0
/ 5
Duration
21-35 weeks
Offer rate
25%
Interview process
1
Application Review
2
Recruiter Screen
3
Online Assessment
4
Technical Interview
5
Behavioral Interview
6
Offer
Common questions
Coding/Algorithm
Technical Knowledge
Behavioral/STAR
Past Experience
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