FI Solutions Specialist II – Client Support, Banking

Jobtailor; Deutschland; Vor Ort; EUR 32.000 - 42.000; Vollzeit

Zusammenfassung

Jobtailor in Germany seeks a client support specialist to collaborate with financial institution partners, resolve issues, and drive relationship growth. You will log interactions, monitor trends in Salesforce, and assist clients with training and support, while ensuring CIP and regulatory compliance.

The role emphasizes high-volume, SLA-driven workflows with attention to detail, teamwork, and the ability to work independently in a dynamic environment.

Qualifikationen

• High school diploma or equivalent.
• At least two years of related experience.
• Call center or contact center experience preferred.
• Experience supporting financial institutions preferred.
• Strong attention to detail.
• Ability to manage daily workload and prioritize time-sensitive tasks.
• Excellent written and verbal communication skills.
• Self-sufficient, well-organized and able to work independently.
• Salesforce experience preferred.
• Remote work experience is a plus.

Aufgaben

• 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 CIP processing, marketing collateral coordination, and 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.

Kenntnisse

Effective communication

Attention to detail

Time management

Problem solving

Team collaboration

Salesforce familiarity

Ausbildung

High School Diploma

Tools

Salesforce

Jobbeschreibung

Responsibilities

• 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

Soft Skills

• Effective Communication
• Organizational Skills
• Team Collaboration
• Adaptability
• Problem-Solving