Account Executive

INTRAFI; Arlington (VA); Hybrid; USD 75,000 - 85,000; Full time

Benefits offered by this job

401(k)

401(k) matching

Dental insurance

Employee assistance program

Employee discount

Flexible schedule

Flexible spending account

Health insurance

Health savings account

Life insurance

Opportunities for advancement

Paid time off

Parental leave

Professional development assistance

Referral program

Vision insurance

Job summary

IntraFi LLC is seeking a Client Services Specialist to provide personal, helpful customer support to banks and financial institutions. You will respond to inquiries by phone and email, onboard new member banks, and develop trainings to support ongoing client success.

The role emphasizes AI-powered workflows, strong communication, and teamwork, with a hybrid schedule requiring two in-office days per week in Arlington, VA. Adaptability and exceptional attention to detail are essential.

Qualifications

• Minimum two years of customer service experience.
• Experience with AI tools to optimize workflows is a plus.
• Strong oral and written communication skills.
• Self-directed and results-oriented with good workload management.

Responsibilities

• Respond to customer inquiries and resolve issues via phone and email.
• Train new member banks for onboarding and operational implementation.
• Develop and present customer trainings for ongoing support.
• Collaborate across departments to prioritize technology and process improvements.
• Handle administrative tasks and data entry as needed.

Skills

AI tools

Customer service

Communication

Teamwork

Multitasking

Problem solving

Attention to detail

Outlook

Word

Excel

Tools

Outlook

Word

Excel

Job description

At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.

As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.

Your Role

• You would be a key member of our Client Services team whose primary responsibility is to provide a personal, helpful, and simple customer experience to clients (banks and other financial institutions).

Your Responsibilities

• Responding to customer inquiries and resolving customer issues via phone and email
• Training new member banks for onboarding and operational implementation
• Developing and presenting customer trainings for ongoing support
• Working cross-departmentally to develop and prioritize technology and process improvements
• Executing ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)

Required Experience, Skills, and Qualifications

• Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
• Minimum of two years of customer service experience with demonstrated ability to provide high-quality service
• Strong oral and written communication skills
• Demonstrated ownership and accountability for learning and workload management
• Professional and friendly phone manner in order to build and maintain superb customer relations over the phone
• Ability to work effectively in a team environment and alone
• Excellent problem-solving skills; ability to multitask within tight deadlines; excellent organization skills; self-directed and results/goal-oriented
• Ability to deal with change and quickly adapt to evolving business priorities and the introduction of new concepts
• Exceptional attention to detail
• Proficient in Outlook, Word, and Excel

$75,000 - $85,000 a year

This position is a hybrid role where the employee must work two full days per week in our office in Arlington, Virginia. For the first 90 days, the employee must work three full days per week in the office.

Employee Benefits

• 401(k)
• 401(k) matching
• Dental insurance
• Employee assistance program
• Employee discount
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Opportunities for advancement
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Vision insurance

IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.