InP - Financial Services Account Associate Senior

4 weeks ago


Hyderabad, Telangana, India FIS Global Full time

Position Type :

Full time

Type Of Hire :

Experienced (relevant combo of work and education)

Education Desired :

Bachelor's Degree

Travel Percentage :

0%

Job Description

GENERAL DUTIES & RESPONSIBILITIES

• Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution's high-value customers.

• Addresses inquiries and performs account maintenance on deposits and money market accounts.

• Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.

• Works with various internal and external clients and various departments to resolve outstanding issues, comply with customer requests, and respond to client inquiries.

• Follows up as required to close service tickets and inquiries that were escalated or referred to a different business function.

• Interfaces with clients to determine present and future needs and discusses progress toward solutions.

• Ensures service expectations are met and establishes rapport with each caller to set positive expectations for account maintenance queries and other servicing needs.

• Completes banking transactions and identifies opportunities to market bank products to best meet each caller's personal needs.

• Maintains a comprehensive knowledge of applicable products and services and keeps informed about new products and services and changes to existing products and services.

• Successfully sells, markets, and shares information with new and existing customers to educate them about financial offerings.

• Provides referrals to the managing director or relationship manager for new and additional services.

• Participates in client loyalty process, providing information and encouraging clients to respond timely to surveys. Participates in follow-up discussions to develop action plans to address concerns.

• May participate in business reviews to learn about clients' strategic direction as well as gain a good understanding of the products and services offerings.

• Other related duties assigned as needed.

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