Financial Services Associate
2 weeks ago
Job Summary
As a Financial Services Associate at FIS, you will provide exceptional customer service to high-value customers, addressing their inquiries and performing account maintenance with precision and care.
Main Responsibilities
- Provide telephonic concierge services to high-value customers.
- Address customer 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 respond to client inquiries.
- Follow up on escalated or referred service tickets and inquiries.
- Interface with clients to determine their needs and discuss progress toward solutions.
- Ensure service expectations are met and establish rapport with each caller.
- Complete banking transactions and market bank products to meet customers' personal needs.
- Maintain comprehensive knowledge of applicable products and services.
- Successfully sell and market financial offerings to new and existing customers.
- Provide referrals to the managing director or relationship manager for new and additional services.
Education Requirements
General knowledge, skills and abilities, follow established procedures and receive detailed instruction on new work.
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