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Financial Services Account Associate II @ Salesforce.

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 Financial Services Account Associate II

Job Description

Position Type : Full time Type Of Hire : Experienced (relevant combo of work and education) Education Desired : Bachelor of Commerce/Business Travel Percentage : 0%GENERAL DUTIES & RESPONSIBILITIES Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institutions high-value customers. Addresses inquiries and performs account maintenance on deposits and money market accounts. 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 callers 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. EDUCATION REQUIREMENTS GENERAL KNOWLEDGE, SKILLS & ABILITIES FIS JOB LEVEL DESCRIPTION Developing support level role, typically requires general education (not a degree) or vocational/on the job training. Follows established procedures and receives detailed instruction on new work. Privacy Statement FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the Online Privacy Notice. Sourcing Model Recruitment at FIS works primarily on a direct sourcing model; a relatively small portion of our hiring is through recruitment agencies. FIS does not accept resumes from recruitment agencies which are not on the preferred supplier list and is not responsible for any related fees for resumes submitted to job postings, our employees, or any other part of our company. #pridepass

Employement Category:

Employement Type: Full time
Industry: BFSI
Role Category: BFSI
Functional Area: Not Applicable
Role/Responsibilies: Financial Services Account Associate II

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Keyskills:   Customer Service Account Maintenance Referrals Client Relationship Management Banking Transactions Market Bank Products Financial Offerings Client Loyalty

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