What are the responsibilities and job description for the Account Executive position at IntraFi?
At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.
As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.
Your Role- You would be a key member of our Client Services team whose primary responsibility is to provide a personal, helpful, and simple customer experience to clients (banks and other financial institutions).
- Responding to customer inquiries and resolving customer issues via phone and email
- Training new member banks for onboarding and operational implementation
- Developing and presenting customer trainings for ongoing support
- Working cross-departmentally to develop and prioritize technology and process improvements
- Executing ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)
- Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
- Minimum of two years of customer service experience with demonstrated ability to provide high-quality service
- Strong oral and written communication skills
- Demonstrated ownership and accountability for learning and workload management
- Professional and friendly phone manner in order to build and maintain superb customer relations over the phone
- Ability to work effectively in a team environment and alone
- Excellent problem-solving skills; ability to multitask within tight deadlines; excellent organizational skills; self-directed and results/goal-oriented
- Ability to deal with change and quickly adapt to evolving business priorities and the introduction of new concepts
- Exceptional attention to detail
- Proficient in Outlook, Word, and Excel
Employee Benefits:
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance
IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.
IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact hr@intrafi.com.
Salary : $75,000 - $85,000