Financial Onboarding Success Advisor – I

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist institutions in implementing various FACTS products and services.

• Reach out to institutions to follow up on agreed training schedules.

• Provide telephone support for the Onboarding phone queue and offer backup for all FACTS areas as required.

• Work collaboratively with FACTS Operations and Sales teams to improve customer experience and satisfaction.

• Confirm and/or complete the Onboarding Checklist.

• Coordinate post-configuration data exchanges between clients and their information systems.

• Ensure a seamless transition from Onboarding to other FACTS Operations teams.

• Conduct online training sessions for new institutions and new contacts at current institutions.

• Assist in the development, maintenance, and enhancement of documentation and training materials.

• Provide insights and analyses for process and product improvements.

• Address product-specific inquiries or direct customers to appropriate resources.

• Support the FACTS Onboarding Configuration Team with product setup and configuration.

• Oversee technical and operational aspects of NBS product onboarding.

• Supply monthly activity reports to the Team Leader.

• Maintain institution tracking in CRM and other internal systems for auditing purposes.

⛳️ Requirements

• An Associate degree in a related field is required; a Bachelor’s degree is preferred.

• A minimum of three years’ experience in product service or onboarding is preferred.

• Proven experience in delivering excellent customer service.

• Strong working knowledge of FACTS/NBS Financial and SIS products, along with applicable stand-alone products.

• Ability to quickly understand concepts and apply newly acquired product knowledge.

• Exceptional written and verbal communication, interpersonal, and presentation skills.

• Capability to constructively engage in discussions about sensitive topics.

• Highly detail-oriented with a creative approach to problem-solving.

• Ability to work collaboratively as part of a team and build strong relationships with colleagues.

• Outstanding customer service abilities and the capacity to instruct in computer applications and other services.

• Strong computer proficiency, including familiarity with Microsoft Office applications, web forms, and the Internet.

• Ability to thrive in a fast-paced environment, manage stressful situations, adapt to change, and meet deadlines.

• A positive, proactive attitude with a strong initiative to accomplish tasks independently.

• Excellent organizational and time management skills.

• Ability to accept direction from multiple sources and prioritize effectively.

🏝️ Benefits

• Medical, dental, and vision insurance.

• Health Savings Account (HSA) and Flexible Spending Account (FSA).

• Generous earned time off policy.

• 401(k) plan and student loan repayment options.

• Life insurance and Accidental Death & Dismemberment (AD&D) insurance.

• Employee assistance program.

• Employee stock purchase plan.

• Tuition reimbursement program.

• Performance-based incentive compensation.

• Short-term and long-term disability coverage.

• Comprehensive wellness program.