Financial Services Account Associate II-11
1 month ago
We are seeking a highly skilled and customer-focused Account Associate II to join our Financial Services team. As a key member of our team, you will provide exceptional customer service, address inquiries, and perform account maintenance on deposits and money market accounts.
Key Responsibilities- Provide excellent customer service and serve as a primary point of contact for high-value customers.
- Address customer inquiries and perform account maintenance on deposits and money market accounts.
- Assist customers with payment investigations, maintenance requests, fulfillment requests, and fee reversals.
- Work with internal and external clients to resolve outstanding issues and respond to client inquiries.
- Follow up on service tickets and inquiries to ensure timely resolution.
- Interface with clients to determine their needs and discuss progress toward solutions.
- Complete banking transactions and identify opportunities to market bank products to meet customer needs.
- Maintain a comprehensive knowledge of applicable products and services.
- Successfully sell and market financial offerings to customers.
- Provide referrals to the managing director or relationship manager for new and additional services.
- Participate in client loyalty process and provide information to encourage timely responses to surveys.
We are looking for a candidate with a Bachelor's Degree and excellent communication and problem-solving skills. The ideal candidate will have a strong understanding of financial products and services and be able to work in a fast-paced environment.
About FISFIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. We are an equal opportunity employer and welcome applications from diverse candidates.
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