Account Executive

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 relationships 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

$75,000 - $85,000 a year

• 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

Intra Fi 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.