FI Solutions Specialist II – Client Support, Banking

This is a fully remote position, open to applicants in Arizona, +5 more states.

📋 Description

• Effectively engages with financial institution partners through calls and emails to address operational requirements, resolve issues, and build strong relationships.

• Handles multiple time-sensitive tasks while identifying opportunities to recommend new products/services and facilitate cross-selling.

• Employs internal systems such as Salesforce to log interactions, track issues, and document trends, while also providing support and training to partners/clients.

• Ensures adherence to procedures for client support activities, including Customer Identification Program (CIP) processing, coordination of marketing materials, and compliance with regulatory standards.

• Leads team initiatives by conducting training, mentoring team members, and overseeing the Quality Assurance process to uphold excellence in client interactions.

• Performs additional duties as assigned.

⛳️ Requirements

• High school diploma or equivalent qualification.

• Generally requires at least two years of relevant experience.

• Experience in a call center or contact center is preferred, though not mandatory.

• Background in supporting financial institutions (banks and/or credit unions is favored).

• Strong attention to detail.

• Proven ability to efficiently manage daily tasks and prioritize multiple time-sensitive assignments simultaneously.

• Established capability to thrive in a high-volume, fast-paced, and SLA-driven environment, particularly during peak seasonal demand (November–December).

• Excellent communication skills in both written and verbal forms.

• Self-motivated, well-organized, and capable of working independently with minimal guidance and support.

• Quick to adapt to new systems and processes, with prior experience in Salesforce being preferred.

• A collaborative team player with a strong desire to assist others, especially during high-demand situations.

• Flexible and comfortable working in a dynamic, deadline-oriented environment.

• Confident in seeking clarification and escalating issues when necessary.

• Prior remote work experience is an advantage.

🏝️ Benefits

• Health insurance

• 401(k) retirement benefits

• Life insurance

• Disability benefits

• Paid time off