FI Solutions Specialist II (Temp) / Client Support / Banking

Support various functions of business-to-business (B2B) clients, including responding to daily phone calls and emails within established service level agreements.

• →Communicates effectively with financial institution partners via calls and emails to address operational needs, resolve issues, and foster strong relationships.
• →Manages multiple time-sensitive tasks while identifying opportunities for recommending new products/services and cross-selling.
• →Utilizes internal systems such as Salesforce for logging interactions, tracking issues, and documenting trends, while providing support and training to partners/clients.
• →Ensures compliance with procedures for client support activities, including Customer Identification Program (CIP) processing, marketing collateral coordination, and adherence to regulatory requirements.
• →Leads team initiatives by facilitating training, mentoring team members, and overseeing the Quality Assurance process to maintain excellence in client interactions.
• →Other duties as assigned.

• →High school diploma or equivalent.
• →Typically requires a minimum of two years of related experience.
• →Call center or contact center experience is ideal, though not strictly required.
• →Experience supporting financial institutions (banks and/or credit unions preferred).
• →Strong attention to detail.
• →Demonstrated ability to effectively manage a daily workload and prioritize multiple time-sensitive tasks simultaneously.
• →Proven capability to excel in a high-volume, fast-paced, and SLA-driven environment, especially during peak seasonal demand (November–December).
• →Excellent written and verbal communication skills.
• →Self-sufficient, well-organized, and able to work independently with minimal direction and support.
• →Quick to learn new systems and processes, with Salesforce experience preferred.
• →Collaborative team player with a strong willingness to support others, especially during high-demand periods.
• →Adaptable and comfortable working in a dynamic, deadline-driven environment.
• →Confident in asking questions and escalating issues when appropriate.
• →Prior remote work experience is a plus

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $17.25 hourly – $28 hourly

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