Financial Services Account Specialist
1 week ago
About the Role:
FIS is seeking an experienced Financial Services Account Specialist to provide exceptional customer service to high-value customers. The successful candidate will be responsible for addressing inquiries and performing account maintenance on deposits and money market accounts.
Key Responsibilities:
- Provide excellent customer service and act as a telephonic concierge for clients.
- Address customer inquiries and perform account maintenance tasks.
- Assist with payment investigations, maintenance requests, and fee reversals.
- Work with internal and external clients to resolve outstanding issues.
- Follow up on escalated or referred inquiries to ensure timely resolution.
- Interface with clients to determine their needs and discuss progress toward solutions.
- Maintain a comprehensive knowledge of applicable products and services.
- Successfully sell and market financial offerings to clients.
Requirements:
- Minimum 1 year of experience in a calling process.
- Ability to interact with and lead teams in a multi-site and cross-functional environment.
- Strong time management and analytical skills.
- Ability to meet deadlines and maintain attention to detail.
- Excellent communication and decision-making skills.
- Fluent in written and spoken English.
What We Offer:
A range of benefits, including medical, dental, and vision coverage. Great workspaces with dedicated colleagues. Opportunities for professional education and personal development. A collaborative, flexible, and respectful work environment.
Join a Team That Empowers:
FIS is a company that empowers its people to work on challenging and relevant issues in financial services and technology. Our talented people are the driving force behind our success, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate, and above all fun.
Privacy Statement:
FIS is committed to protecting the privacy and security of all personal information that we process to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice.
Sourcing Model:
FIS works primarily on a direct sourcing model, with a relatively small portion of hiring done through recruitment agencies. FIS does not accept resumes from recruitment agencies not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company.
At FIS, We Pride:
#pridepass
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