Client Account Specialist
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Job Location:
Sioux Falls, SD - USA
Monthly Salary:
Not Disclosed
Posted on:
Yesterday
Vacancies:
1 Vacancy
Job Summary
Overview
Work Arrangement:
***After the initial training period this is a hybrid role working onsite in our Sioux Falls SD office.***
The Client Account Specialist will play a key role as a member of the Client Services team within The Bancorp Fintech Solutions division. This role provides first-level support to The Bancorps Fintech partnerships including gathering and disseminating program-related information routing documentation and aggregating data for reporting while providing excellent customer service. This role requires excellent communication skills a willingness to collaborate with others and the ability to problem-solve quickly in a fast-paced energized work environment.
Responsibilities
- 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 follows-up as needed.
- Facilitates day-to-day client interactions including but not limited to conducting follow-ups and send reminders facilitates general client communication on behalf of the department conducts 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
- High School diploma or GED.
- A minimum of 12-18 months experience in Customer/Client Services or Sales.
- Strong working knowledge of systems integration business process improvement and retail banking operations including front-office back-office credit card and transaction services.
- Excellent verbal written and interpersonal communication skills along with strong problem-solving and presentation abilities.
- Ability to interface with multiple internal cross-functional 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 multi-tasking environment.
- Proficient in Microsoft Office suite e.g. Excel PowerPoint Word Outlook.
- No travel required.
Additional Information
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: Culture & Background Screening Employment with The Bancorp Bank N.A. includes successfully passing a background check including credit criminal education employment OFAC and social media background history. #LI-Hybrid
#LI-PJ1
Required Experience:
IC
Key Skills
- Customer Service
- Client Expectations
- Client Requirements
- Client Support
- Action Plans
- Issue Resolution
- Account Management
- Client Relationships
- Service Delivery
- Client Service
- Client Satisfaction
- Client Management
- Procedures
- Service Level Agreements
- New Clients
About Company
For over 20 years, The Bancorp has been providing nonbank companies with the people, processes and banking technology that are essential in meeting their individual needs
