Senior Financial Services Account Associate
3 weeks ago
Job Title: Senior Financial Services Account Associate
Job Summary:
We are seeking a highly skilled Senior Financial Services Account Associate to join our team. As a Senior Financial Services Account Associate, you will be responsible for providing exceptional customer service to our financial institution's high-value customers.
Key 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.
- Succesfully 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.
Requirements:
- A good team player
- Experience of working with global/other teams
- Detail oriented and regard for timeliness
- High regard for deadlines and deliverables
- Owning the work assigned to ensure it completeness without compromising timeliness or accuracy.
What We Offer:
A fantastic range of benefits including medical, dental, vision, and great workspaces with dedicated and motivated colleagues. A broad range of professional education and personal development possibilities – FIS is your final career step. A variety of career development tools, resources and opportunities. A work environment built on collaboration, flexibility, and respect.
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