What are the responsibilities and job description for the Client Account Specialist position at Bancorp Bank, The?

Overview

Work Arrangement:

***After the initial training period, this is a hybrid role, working onsite in our Sioux Falls, SD office.***

The Client Account Specialist will play a key role as a member of the Client Services team within The Bancorp Fintech Solutions division. This role provides first-level support to The Bancorp’s Fintech partnerships, including gathering and disseminating program-related information, routing documentation and aggregating data for reporting while providing excellent customer service. This role requires excellent communication skills, a willingness to collaborate with others, and the ability to problem-solve quickly in a fast-paced, energized work environment.

Responsibilities

Essential Functions

Provides customer service to clients by identifying and responding appropriately to their needs, providing information on the status of client requests, answering questions about services or products, and communicating with them in a timely manner.

Supports the development of strong client partnerships by building trust, rapport, and strong working relationships with key stakeholders and internal team members.

Monitors and reports on both internal and client SLAs to foster speed to market and partner satisfaction.

Facilitates collection of information from clients for completing due diligence and various risk reviews. Ensures information is received timely and proactively follows-up as needed.

Facilitates day-to-day client interactions including but not limited to conducting follow-ups and send reminders, facilitates general client communication on behalf of the department, conducts marketing collateral status checks/escalations, facilitates complaint workflow, ensures Partner Overviews and contact lists are up to date, facilitates card closure and compromised card requests, compiling quarterly business review data.

Leverages internal tools to maintain up to date client files and accurate records in designated network folders and CRM tools (box.com, Quickbase, SalesForce, etc.)

Fields client requests and handles issues/problems promptly. Maintains and builds open communication for the duration of the client life cycle.

Performs other duties as assigned.

Qualifications

Education/Experience Requirements

High School diploma or GED.
A minimum of 12-18 months experience in Customer/Client Services or Sales.

Preferred Qualifications

Strong working knowledge of systems integration, business process improvement, and retail banking operations, including front-office, back-office, credit card, and transaction services.
Excellent verbal, written, and interpersonal communication skills, along with strong problem-solving and presentation abilities.
Ability to interface with multiple, internal cross-functional areas and business partners, as well as external business partners, in the development and delivery of these strategic initiatives.
Team player, able to work effectively in a team fostered, multi-tasking environment.
Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook.
No travel required.

Additional Information

This job will be open and accepting applications for a minimum of five days from the date it was posted.

Working at The Bancorp Bank, N.A. and Benefits Information: https://thebancorp.com/company/join-our-team/

Company Culture & Background Screening

Company Culture at The Bancorp Bank: https://www.thebancorp.com/company/company-culture/

The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment.

Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history.

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Client Account Specialist

What are the responsibilities and job description for the Client Account Specialist position at Bancorp Bank, The?

Overview

Responsibilities

Qualifications

Additional Information

Company Culture & Background Screening

What is the career path for a Client Account Specialist?

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