Financial Services Account Associate Ii

Year    Hyderabad, Telangana, India

Job Description

Company Description

Jobs for Humanity is dedicated to building an inclusive and just employment ecosystem. Therefore, we have dedicated this job posting to individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or hard of hearding, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. If you identify with any of the following communities do not hesitate to register.

Company Name: FIS Global


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 institution\xe2\x80\x99s high-value customers.
  • Addresses inquiries and performs account maintenance on deposits and money market accounts.
  • Assists customers by initiating payment investigations, maintenance requests, fulfillment requests, and fee reversals.
  • 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 caller\xe2\x80\x99s 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\xe2\x80\x99 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.

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Job Detail

  • Job Id
    JD3091402
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Hyderabad, Telangana, India
  • Education
    Not mentioned
  • Experience
    Year