FI Solutions Specialist II – Client Support, Banking

🕒 June 29

🌵 Arizona, Kentucky, +4 more states – Remote

🌵 Arizona – Remote 🐎 Kentucky – Remote 🚗 Michigan – Remote 🔔 Pennsylvania – Remote 🗿 South Dakota – Remote 🎸 Tennessee – Remote

💵 $17 - $28 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

💝 Customer Support

🚫👨‍🎓 No degree required

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Pathward

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

🛡️ Insurance

💼 Consulting

📦 Logistics

Insurance • Consulting • Logistics

Pathward is a federally registered financial institution that provides robust banking infrastructure, proven technology resource partners, and dynamic collaboration to assist third-party partners in delivering banking programs that meet customer demands. The company focuses on providing a variety of financial solutions including issuing, acquiring, digital payments, credit solutions, and professional tax solutions, among others. Additionally, Pathward supports commercial finance through working capital, equipment finance, structured finance, and insurance premium finance. Committed to financial inclusion, Pathward powers financial access and innovation through strategic partnerships, including efforts to support renewable energy loan growth.

📋 Description

• 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. • Ensures 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. • Confident in asking questions and escalating issues when appropriate. • Prior remote work experience is a plus

🏖️ Benefits

• Health insurance • 401(k) retirement benefits • Life insurance • Disability benefits • Paid time off