Financial Services Account Associate Ii (Remote)

Full time

Type Of Hire

Experienced (relevant combo of work and education)

Travel Percentage

0%

Are you curious, motivated, and forward-thinking? At FIS you’ll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

General Duties & 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
• Successfully 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
• Other related duties assigned as needed

Education Requirements

Bachelor’s degree or the equivalent combination of education, training, or work experience.

General Knowledge, Skills & Abilities

FIS JOB LEVEL DESCRIPTION

Developing support level role, typically requires general education (not a degree) or vocational/on the job training. Follows established procedures and receives detailed instruction on new work.

What We Offer You

• A multifaceted job with a high degree of responsibility and a broad spectrum of opportunities
• A broad range of professional education and personal development possibilities – FIS is your final career step!
• A competitive salary and benefits
• A variety of career development tools, resources and opportunities

With a 50-year history rooted in the financial services industry, FIS™ is the world’s largest global provider dedicated to financial technology solutions. We champion clients from banking to capital markets, retail to corporate and everything touched by financial services. Headquartered in Jacksonville, Florida, our 53,000 worldwide employees help serve more than 20,000 clients in over 130 countries. Our technology powers billions of transactions annually that move over $9 trillion around the globe. FIS is a Fortune 500 company and is a member of Standard & Poor’s 500® Index. FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the FIS Online Privacy Notice.

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice .

Sourcing Model

Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are 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.

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