Technical Support Representative III: Financial Services CRM

Jack Henry; United States; On-site; USD 70,000 - 95,000; Full time

Benefits offered by this job

Comprehensive benefits

Remote work option

Job summary

Jack Henry is seeking a technical problem solver with CRM, banking and/or credit union industry experience to bridge financial operations and technology, troubleshoot complex application issues, and deliver exceptional client support across enterprise systems.

You will analyze root causes, collaborate with clients and internal teams, and document findings to help improve service delivery and product quality.

Qualifications

• Minimum of 4 years of experience in a bank, credit union, or financial services in a customer service, technical support, or software implementation role.
• Strong customer service and communication skills
• Ability to serve in an after-hours on-call rotation.

Responsibilities

• Troubleshoot software, system, data, and integration issues for banks and credit unions
• Analyze application, SQL, server, and network-related problems to identify root causes
• Collaborate with clients, internal teams, and technical resources to resolve complex issues
• Document findings and solutions while maintaining service level commitments
• Provide exceptional customer service and build trusted client relationships
• May perform other job duties as assigned.

Skills

Customer service

Technical support

SQL basics

Data analysis

On-call support

Communication skills

Tools

Windows servers

Enterprise software

SQL databases

Job description

At Jack Henry, we’re more than a technology company, we’re a force for good in financial services. We’re redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we’d love to meet you.

Jack Henry is seeking a technical problem solver that has CRM, banking and/or credit union industry experience. This person will bridge the gap between financial operations and technology, troubleshoot complex application issues, and deliver exceptional client support.

This position can work remote from within the United States, with the exception of California.

This position is ineligible for immigration sponsorship and support. Please do not apply if at any time you will need immigration support now or in the future (i.e., H-1B, PERM). All positions, regardless of location, may require an onsite interview or in-person onboarding requirement to verify your identity.

What you’ll be responsible for:

• Troubleshoot software, system, data, and integration issues for banks and credit unions
• Analyze application, SQL, server, and network-related problems to identify root causes
• Collaborate with clients, internal teams, and technical resources to resolve complex issues
• Document findings and solutions while maintaining service level commitments
• Provide exceptional customer service and build trusted client relationships
• May perform other job duties as assigned.

What you’ll need to have:

• Minimum of 4 years of experience in a bank, credit union, or financial services in a customer service, technical support, or software implementation role.
• Strong customer service and communication skills
• Ability to serve in an after-hours on-call rotation.

What would be nice for you to have:

• Strong technical troubleshooting, problem-solving, and root cause analysis skills.
• Experience supporting Windows servers, PCs, networks, and enterprise software applications.
• Knowledge of SQL, databases, data analysis, and data validation concepts preferred.
• Ability to troubleshoot system integrations, interfaces, and data-related issues.
• Experience supporting business-critical, client/server, and web-based applications in a client-facing environment.
• Proven ability to analyze, diagnose, and resolve complex software and technical issues.
• Strong customer service, communication, documentation, and organizational skills.
• Effective time management skills with the ability to prioritize and manage multiple cases while meeting service level expectations.
• Ability to quickly learn new technologies, products, and business processes.
• Collaborative team player who can work independently and is committed to continuous learning and knowledge sharing.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this posting, we still encourage you to apply. We’re looking for passionate, driven individuals who align with our mission and can bring unique perspectives to our team.

Why Jack Henry?

At Jack Henry, we live by the motto: “Do the right thing, do whatever it takes, and have fun.” It’s more than a tagline, it’s the foundation of our culture. We recognize that our associates are the key to our success, and we’re deeply committed to their wellbeing. That’s why we offer comprehensive benefits designed to support your physical, mental, and financial health so you can thrive both personally and professionally.

We’re also leading the way in technology modernization, helping financial institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration. Empowering our teams to build innovative solutions that meet the evolving needs of accountholders.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Our culture empowers us to rise to challenges, seek new opportunities, and support one another through change. It’s this shared commitment that drives our success. We’re proud to foster an environment where inclusion, sustainability, and community impact are more than values, they’re how we operate. Visit our Corporate Sustainability site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job descriptions may be requested through the interview process at any time.