Financial Services Account Associate I

FIS

Jan 23

Applications are closed

Job
Full-time
Entry Level
Customer Relations
Sales & Business Development
Hyderabad, +1

Requirements

Excellent communication and interpersonal skills
0 to 6 Months of exp from international call center -Voice /Freshers
Excellent knowledge of Customer Services; Global mindset (Desirable)
Ready to work in night shifts (5 days in a week)
Temporary work from home. Flexible to work in office environment post operations begin in office.
Education :
MBA/M.com/B.com/BBA

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 I role?

The position type is full-time.

What type of educational background is desired for this position?

A Bachelor of Commerce/Business is desired for this position.

Is previous experience required for applicants?

Previous experience is not required; candidates with 0 to 6 months of experience from an international call center or freshers are welcome to apply.

Will the role require working night shifts?

Yes, candidates must be ready to work in night shifts, 5 days a week.

Is there flexibility for remote work in this position?

Yes, there is temporary work from home available, with flexibility to work in an office environment once operations begin in-office.

What responsibilities will the Financial Services Account Associate I have?

Responsibilities include providing excellent customer service, addressing inquiries, performing account maintenance, assisting with payment investigations, and more.

What competencies are preferred for this role?

Preferred competencies include being a good team player, detail-oriented, having a high regard for deadlines and deliverables, and ownership of assigned work.

What benefits does FIS offer to employees in this role?

FIS offers a range of benefits including medical, dental, vision, and opportunities for professional education and personal development.

Is there any expectation regarding teamwork in this position?

Yes, being a good team player is an essential competency for this role.

What is the approach towards privacy at FIS?

FIS is committed to protecting the privacy and security of all personal information processed to provide services to clients.

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.