Financial Services Account Associate Specialist

1 month ago


Gurgaon, Haryana, India Jobs for Humanity Full time
Job Description

Position Type: Full-time

Type of Hire: Experienced

Travel Percentage: 0%

Key Responsibilities
  • Provide exceptional customer service to high-value customers as a primary point of contact.
  • Address inquiries and perform account maintenance on deposits and money market accounts.
  • Assist customers with payment investigations, maintenance requests, and fee reversals.
  • Collaborate with internal and external clients to resolve issues and meet customer requests.
  • Follow up on escalated or referred issues to ensure timely resolution.
  • Interface with clients to understand their needs and discuss progress toward solutions.
  • Ensure service expectations are met and establish rapport with each caller.
  • Complete banking transactions and identify opportunities to market bank products.
  • Maintain a comprehensive knowledge of products and services and stay informed about new offerings.
  • Successfully sell and market financial products to customers.
  • Provide referrals to the managing director or relationship manager for new services.
  • Participate in client loyalty processes and follow up on concerns.
  • May participate in business reviews to learn about clients' strategic direction.
Requirements

Education: General education or vocational/on-the-job training

Skills and Abilities: Skilled in completing tasks, understanding implications, and applying judgment to unique situations

Company Information

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Recruitment at FIS works primarily on a direct sourcing model. We do not accept resumes from recruitment agencies not on the preferred supplier list.



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