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Financial Services Account Associate II

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FIS

15d ago

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

AI generated summary

  • You need excellent communication skills, customer service knowledge, a global mindset, and availability for night shifts. Work from home temporarily, with flexibility to return to the office.
  • You will provide top-notch customer service, assist with account maintenance, resolve issues, market bank products, and follow up on client inquiries while maintaining product knowledge.

Requirements

  • Excellent communication and interpersonal skills
  • 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.

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 job title for this position?

The job title is Financial Services Account Associate II.

What type of employment is being offered?

The position is a full-time employment opportunity.

What level of experience is required for this role?

The job requires experienced candidates with a relevant combination of work and education.

What educational background is desired for applicants?

A Bachelor of Commerce or Business is the desired educational qualification.

Is travel required for this position?

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

What are the working hours for this role?

The role requires readiness to work night shifts, five days a week.

Is there a possibility of working from home?

Yes, there is temporary work from home available, with flexibility to work in the office environment post operations beginning in the office.

What key skills are needed for this position?

Excellent communication and interpersonal skills, knowledge of customer services, and a global mindset are key skills required.

What are the primary responsibilities of the Financial Services Account Associate II?

Responsibilities include providing excellent customer service, performing account maintenance, initiating payment investigations, and completing banking transactions.

What competencies are important for success in this role?

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

What type of benefits does FIS offer?

FIS offers a fantastic range of benefits including medical, dental, and vision coverage.

Are there opportunities for professional development at FIS?

Yes, FIS provides a broad range of professional education and personal development opportunities.

How does FIS handle personal information privacy?

FIS is committed to protecting the privacy and security of all personal information processed to provide services, as detailed in their Online Privacy Notice.

Does FIS work with recruitment agencies for hiring?

Recruitment at FIS primarily works on a direct sourcing model, and they do not accept resumes from agencies not on their preferred supplier list.

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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.