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

About the role

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

Responsibilities

• 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.
• Safeguards 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.

Requirements

• 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.
• Prior remote work experience is a plus.

Qualifications

• 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.
• Prior remote work experience is a plus.

Skills

• Effective communication skills.
• Attention to detail.
• Time management.
• Customer service.
• Problem-solving.
• Collaboration.
• Adaptability.
• Remote work experience.

Benefits

• Comprehensive benefits package including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.
• Annual performance-based incentive opportunity.

Pay

$17.25 hourly – $28 hourly

Schedule

Temporary assignment with a duration of 90 days (approximate).