Financial Services Account Associate Specialist
1 month ago
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.
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 InformationFIS is committed to protecting the privacy and security of personal information. For more information, please see the Online Privacy Notice.
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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