A leading financial technology company is seeking a Senior Client Services and Financial Institution Analyst to support banks and credit unions. The role requires strong financial analysis skills and customer service expertise, involving telephone consultation with executives and managing complex banking analysis. Candidates should have at least 6 years of relevant experience, with preference for those familiar with ALLL/CECL. This position is remote but requires living within 70 miles of specific locations.
Qualifications
Minimum of 6 years of experience in financial institution or FinTech asset liability management.
Experience with ALLL/CECL concepts is preferable.
Strong understanding of banking financial metrics is essential.
Responsibilities
Provide telephone consultation and support to CXO level customers.
Consult customers in analyzing and interpreting financial data.
Manage complex customer installations and support analysis.
Skills
Financial analysis
Customer service
Risk analysis
Data interpretation
Technical operations
Education
Bachelor’s degree in Accounting, Finance, Business Administration or related field
Tools
Financial modeling software
CRM systems
Job description
A leading financial technology company is seeking a Senior Client Services and Financial Institution Analyst to support banks and credit unions. The role requires strong financial analysis skills and customer service expertise, involving telephone consultation with executives and managing complex banking analysis. Candidates should have at least 6 years of relevant experience, with preference for those familiar with ALLL/CECL. This position is remote but requires living within 70 miles of specific locations.