Client Account Specialist (Hybrid)
Client Account Specialist (Hybrid)
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Salary Not Disclosed
1 Vacancy
Job Description
Overview
Work Arrangement:
***After the initial training period this is a hybrid role working onsite in our Sioux Falls SD office.***
For over 20 years The Bancorp has been providing nonbank companies with the people processes and banking technology to meet their individual needs. As a result we have become an industryleading provider of reliable technologyforward solutions that move our partners businesses into the future. At The Bancorp We define Fintech Partnerships. The Bancorp does more than just enable our clients product innovations we create lasting partnerships with a futurefocused approach to technology and services. Today and every day we work to continually transform the payments landscape.
The Client Account Specialist will play a key role as a member of the Client Services team within The Bancorp Fintech Solutions division. As a Client Account Specialist you will provide firstlevel support to The Bancorps Fintech partnerships including gathering and disseminating programrelated information routing documentation and aggregating data for reporting while providing excellent customer service. A strong candidate will demonstrate excellent communication skills a willingness to collaborate with others and the ability to problemsolve quickly in a fastpaced energized work environment.
Responsibilities
Essential Functions
- Provides customer service to clients by identifying and responding appropriately to their needs providing information on the status of client requests answering questions about services or products and communicating with them in a timely manner.
- Supports the development of strong client partnerships by building trust rapport and strong working relationships with key stakeholders and internal team members.
- Monitors and reports on both internal and client SLAs to foster speed to market and partner satisfaction.
- Facilitates collection of information from clients for completing due diligence and various risk reviews. Ensures information is received timely and proactively followsup as needed.
- Facilitates daytoday client interactions including but not limited to: conducting followups and send reminders facilitate general client communication on behalf of the department conduct marketing collateral status checks/escalations facilitates complaint workflow ensures Partner Overviews and contact lists are up to date facilitates card closure and compromised card requests compiling quarterly business review data.
- Leverages internal tools to maintain up to date client files and accurate records in designated network folders and CRM tools ( Quickbase SalesForce etc.)
- Fields client requests and handles issues/problems promptly. Maintains and builds open communication for the duration of the client life cycle.
- Performs other duties as assigned.
Qualifications
Education/Experience Requirements
- High School diploma or GED.
- A minimum of 1218 months experience in Customer/Client Services or Sales
Preferred Requirements
- Strong working knowledge of systems integration business process improvement and retail banking operations including frontoffice backoffice credit card and transaction services.
- Excellent verbal written and interpersonal communication skills along with strong problemsolving and presentation abilities.
- Ability to interface with multiple internal crossfunctional areas and business partners as well as external business partners in the development and delivery of these strategic initiatives.
- Team player able to work effectively in a team fostered multitasking environment.
- Proficient in Microsoft Office suite e.g. Excel PowerPoint Word Outlook.
- No travel required in this position.
Background & EEO Statement
This job will be open and accepting applications for a minimum of five days from the date it was posted.
Working at The Bancorp Bank N.A. and Benefits Information:click here
Diversity & Background Screening
Diversity & Inclusion at The Bancorp Bank: click here
The Bancorp Bank N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race color religion gender gender identity sexual orientation pregnancy citizenship national origin age disability genetic information veteran status or other protected category with respect to recruitment hiring training promotion and other terms and conditions of employment.
Employment with The Bancorp Bank N.A. includes successfully passing a background check including credit criminal education employment OFAC and social media background history.
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Required Experience:
Unclear Seniority
Employment Type
Full-Time
