Forward Thinking
FI Solutions Specialist II – Client Support, Banking
Location
Arizona + 5 moreAll locations: Arizona | Kentucky | Michigan | Pennsylvania | South Dakota | Tennessee
Posted
1 day ago
Salary
$17 - $28 / hour
Seniority
Mid Level
Job Description
FI Solutions Specialist II – Client Support, Banking
Pathward
• Communicates effectively with financial institution partners via calls and emails to address operational needs, resolve issues, and foster strong relationships. • Manages multiple time-sensitive tasks while identifying opportunities for recommending new products/services and cross-selling. • Utilizes internal systems such as Salesforce for logging interactions, tracking issues, and documenting trends, while providing support and training to partners/clients. • Ensures compliance with procedures for client support activities, including Customer Identification Program (CIP) processing, marketing collateral coordination, and adherence to regulatory requirements. • Leads team initiatives by facilitating training, mentoring team members, and overseeing the Quality Assurance process to maintain excellence in client interactions. • Other duties as assigned.
Job Requirements
- High school diploma or equivalent.
- Typically requires a minimum of two years of related experience.
- Call center or contact center experience is ideal, though not strictly required.
- Experience supporting financial institutions (banks and/or credit unions preferred).
- Strong attention to detail.
- Demonstrated ability to effectively manage a daily workload and prioritize multiple time-sensitive tasks simultaneously.
- Proven capability to excel in a high-volume, fast-paced, and SLA-driven environment, especially during peak seasonal demand (November–December).
- Excellent written and verbal communication skills.
- Self-sufficient, well-organized, and able to work independently with minimal direction and support.
- Quick to learn new systems and processes, with Salesforce experience preferred.
- Collaborative team player with a strong willingness to support others, especially during high-demand periods.
- Adaptable and comfortable working in a dynamic, deadline-driven environment.
- Confident in asking questions and escalating issues when appropriate.
- Prior remote work experience is a plus
Benefits
- Health insurance
- 401(k) retirement benefits
- Life insurance
- Disability benefits
- Paid time off
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