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Financial Services Account Associate II

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FIS

8d ago

  • Job
    Full-time
    Junior Level
  • Customer Relations
    Banking & Finance
  • Hyderabad, +1

AI generated summary

  • You must have a Bachelor’s degree or a combination of education, training, and work experience equivalent to that level.
  • You will provide exceptional customer service, handle account inquiries, resolve issues, promote bank products, maintain knowledge of services, and participate in client loyalty and business reviews.

Requirements

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

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.

FAQs

What is the position type for the Financial Services Account Associate II role?

The position type is full-time.

What type of candidates are we looking for for this position?

We are looking for experienced candidates with a relevant combination of work and education.

Is travel required for this position?

No, the travel percentage for this position is 0%.

What kind of customer service responsibilities are expected in this role?

Responsibilities include providing excellent customer service as a telephonic concierge and serving as the primary point of contact for high-value customers.

What sort of account maintenance tasks are involved?

The role involves addressing inquiries and performing account maintenance on deposits and money market accounts.

Will there be opportunities for professional development?

Yes, FIS offers a broad range of professional education and personal development possibilities, providing tools and resources for career growth.

Is there a specific educational requirement for this role?

Yes, a bachelor's degree or an equivalent combination of education, training, or work experience is required.

What kind of knowledge or skills are beneficial for this position?

General knowledge and skills in customer service, banking transactions, and marketing financial products are beneficial, as well as the ability to maintain comprehensive knowledge of applicable products and services.

How does FIS support client loyalty?

FIS participates in the client loyalty process by providing information and encouraging clients to respond to surveys, followed by discussions to develop action plans addressing concerns.

What kind of benefits does FIS offer to employees?

FIS offers a competitive salary and benefits, along with a multifaceted job with a high degree of responsibility and various career development opportunities.

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FIS

Finance
Industry
5001-10,000
Employees
1968
Founded Year

Mission & Purpose

FIS is at the heart of the commerce and financial transactions that power the world’s economy. We are passionate about helping businesses and communities thrive by advancing the way the world pays, banks and invests, serving more than 20,000 clients and more than one million merchant locations in over 130 countries.