Pathward

4 weeks ago

FI Solutions Specialist II (Temp) / Client Support / Banking

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 minute agoStatus: Live

Job Summary

Temporary 90-day role supporting B2B clients in a high-volume, SLA-driven banking environment. You’ll handle inquiries by phone and email, log interactions in Salesforce, assist CIP/compliance tasks, and mentor teammates while exploring opportunities to cross-sell products. Strong communication, organization, and quick learning of new systems are essential in a fast-paced, remote-capable team.

Location: United States

Workplace: Remote

Employment Type: Temporary · 3 months

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key 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.

Pay and Benefits

Salary: USD 17.25 - 28 hourly

Perks:Health Insurance401kLife InsuranceDisabilityPaid Leave

Key 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).
•Salesforce experience preferred.

Experience:2+ yearsBankingFinancial services

Education:High School

Skills:CommunicationProblem-solvingOrganizationTeamworkDetail-oriented

Languages:English

Tech Stack:SalesforceSLACIP

Company Brief

Pathward

Provides banking-as-a-service APIs, card issuing, deposit and payment solutions for fintechs, businesses, and partners. Offers integrated banking products including debit cards, program management, and compliance services to enable financial product delivery.

Industry: Fintech Infrastructure

Growth: Established Company

Website LinkedIn

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Pathward

4 weeks ago

FI Solutions Specialist II (Temp) / Client Support / Banking

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 1 minute agoStatus: Live

Job Summary

Location: United States

Workplace: Remote

Employment Type: Temporary · 3 months

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key 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.

Pay and Benefits

Salary: USD 17.25 - 28 hourly

Perks:Health Insurance401kLife InsuranceDisabilityPaid Leave

Key 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).
•Salesforce experience preferred.

Experience:2+ yearsBankingFinancial services

Education:High School

Skills:CommunicationProblem-solvingOrganizationTeamworkDetail-oriented

Languages:English

Tech Stack:SalesforceSLACIP

Company Brief

Pathward

Industry: Fintech Infrastructure

Growth: Established Company

Website LinkedIn