Phone Banker 2

About Wells Fargo

Wells Fargo & Company (NYSE: WFC) is a diversified, community-based financial services company with $2.0 trillion in assets. Founded in 1852 and headquartered in San Francisco, Wells Fargo provides banking, insurance, investments, mortgage, and consumer and commercial finance through more than 8,500 locations, 13,000 ATMs, the internet ( and mobile banking, and has offices in 42 countries and territories to support customers who conduct business in the global economy. With approximately 273,000 team members, Wells Fargo serves one in three households in the United States. Wells Fargo & Company was ranked No. 25 on Fortune's 2017 rankings of America's largest corporations. Wells Fargo's vision is to satisfy our customers' financial needs and help them succeed financially. News, insights and perspectives from Wells Fargo are also available at Wells Fargo Stories .

About the Role

The objective of a Phone Banker is to answer different customer concerns both simple and complex while expected to promote banks products and services.


  • A nswers inquiries, resolves problems, promotes and products and services.
  • 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.
  • Requires basic computer skills including the ability to navigate multiple windows and applications and utilize search tools to find information.

Market Skills and Certifications
  • • At least 2 years of tertiary education
  • • At least two years of working experience as a Customer Service Representative (or similar) for a financial account in a BPO environment
  • • Excellent communications skills
  • • Preferably, has handled a customer survey driven account
  • • Willing to work in the night shift
  • • Willing to work in McKinley Hill, Taguig City

Meet Some of Wells Fargo's Employees

Lauren S.

Audit Manager

Lauren audits Wells Fargo’s financial reports to assess accuracy and risk. She reviews processes in place, analyzes management controls, and communicates calculations and findings with business partners.

Andrew M.

Innovation Consultant

Andrew incorporates his risk management and creative skills to strategize new and insightful ways to engage customers who interact with Wells Fargo’s various financial products and services.

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