Financial Services Account Associate II

You must Sign In before continuing to the company website to apply.

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’s 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’s 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’ strategic direction as well as gain a good understanding of the products and services offerings.

• Other related duties assigned as needed.EDUCATION REQUIREMENTSGENERAL KNOWLEDGE, SKILLS & ABILITIESFIS JOB LEVEL DESCRIPTIONDeveloping 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.

Set alert for similar jobsFinancial Services Account Associate II role in Pune, India or Hyderabad, India

Company

FIS

Job Posted

a year ago

Job Type

Full-time

WorkMode

On-site

Experience Level

3-7 years

Related Jobs

InP - Financial Services Account Associate II

FIS

Hyderabad, Telangana, India

Posted: a year ago

GENERAL DUTIES & RESPONSIBILITIES • Provides excellent customer service while serving as a telephonic concierge and primary point of contact to the financial institution’s 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’s 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’ 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.

InP - Financial Services Account Associate II

FIS

Hyderabad, Telangana, India

Posted: a year ago

Senior Consultant || Financial Services (Business Analyst - ESG) ||Business Consulting

KPMG

Hyderabad, Telangana, India

Posted: a year ago

KPMG is hiring for the role of Senior Consultant in Financial Services. As a Business Analyst, you will be working on projects related to sustainability, ESG strategy, ESG research and analysis, ESG risk reporting, regulatory compliance, and green lending. The job is located in Hyderabad, Telangana, India. It is a full-time hybrid opportunity. The ideal candidate should have 5-12 years of experience working on large transformation projects as a functional BA/PM/Hybrid with excellent communication and presentation skills. Strong alignment with Agile ways of working is required. Apply now!

Financial Reporting Manager

Cyient

Hyderabad, Telangana, India

Posted: a year ago

Job Description Preparation of Financials as per Ind AS Consolidation of Financials Foreign subsidiary Accounting Monthly Financials analysis Group reporting of Financial information Audit Support and Providing required information to the Big4 Auditors Skills & Experience Accounting, Accounting Journal Entries, Balance Sheets, Financial Analysis and Reporting, Financial Information, General Ledger (GL), Income Statements, Profit and Loss (P&L) Management   Cyient is an Equal Opportunity Employer.   Cyient recruits, employs, trains, compensates, and promotes regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, veteran status, and other protected status as required by applicable law. We are proud to be a diverse and inclusive company where our people can focus their whole self on solving problems that matter.

Financial Reporting Analyst

Cyient

Hyderabad, Telangana, India

Posted: a year ago

Job Description Preparation of Financials as per Ind AS Consolidation of Financials Foreign subsidiary Accounting Monthly Financials analysis Group reporting of Financial information Audit Support and Providing required information to the Big4 Auditors Skills & Experience Financial Analysis and Reporting, Financial Information, Financial Recordkeeping, Income Statements, Profit and Loss (P&L) Management   Cyient is an Equal Opportunity Employer.   Cyient recruits, employs, trains, compensates, and promotes regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, veteran status, and other protected status as required by applicable law. We are proud to be a diverse and inclusive company where our people can focus their whole self on solving problems that matter.

Senior Consultant || Financial Services (Business Analyst - Payments) Business Consulting

KPMG

Pune, Maharashtra, India

Posted: a year ago

Looking for a candidate with 5-8 years of experience and exposure on large transformation projects in the payments domain. Must have excellent communication and presentation skills, and be experienced in working with senior stakeholders. Strong alignment with Agile ways of working is required. Certifications in PMP, CSM, and Agile are preferred.