Online Banking Client Support Representative

Customer SupportCustomer SupportFull TimeRemoteMid LevelTeam 201-500Since 2021H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

4 days ago

Salary

0

Seniority

Mid Level

2 yrs expEnglish

Job Description

Online Banking Client Support Representative

Embrace Software Inc

• Serve as the day-to-day support contact for FI client staff — branch admins, operations teams, and digital banking coordinators — via phone, email, and ticketing system. • Troubleshoot and resolve platform issues including user provisioning, permission errors, feature configuration, transaction exceptions, and integration discrepancies. • Guide FI staff through platform workflows, admin portal navigation, and self-service tools to build client independence and reduce repeat contacts. • Triage incoming cases, distinguish Tier 1 resolvable issues from Tier 2 technical escalations, and own both through to resolution. • Coordinate with internal teams including development and quality assurance to investigate and resolve platform bugs, data issues, and system outages affecting client FIs. • Document issues, workarounds, and resolutions in the CRM and contribute to the internal knowledge base. • Identify patterns in client issues that may indicate product gaps or training opportunities and surface these to the appropriate teams. • Support FIs during critical moments such as new feature rollouts, core system conversions, and platform updates. • Minimal travel onsite during onboarding of new FI clients for training and go-live functions.

Job Requirements

  • 2+ years in a customer support, technical support, or client services role.
  • Ability to communicate technical concepts clearly to non-technical FI staff.
  • Strong written and verbal communication and case documentation skills.
  • Comfortable managing multiple open cases at different stages of resolution.
  • Experience supporting SaaS platforms in a client-facing role.
  • Background working at or with banks, credit unions, or core processors.
  • Understanding of core banking integrations.
  • Familiarity with online banking, fintech platforms, or financial services operations.
  • Familiarity with ACH, bill pay, mobile deposit, and digital payments workflows.
  • Experience supporting admin/back-office users rather than consumers.

Benefits

  • Competitive base salary
  • Comprehensive benefits package (medical, dental, 401(k), etc.)
  • Remote work with travel to client sites as needed.

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