Account Executive, Client Services

At IntraFi, we prosper by working hard in an open and creative environment. Our employees enjoy the flexibility of a hybrid work environment (flexible telework/remote schedule) along with robust benefits and career growth opportunities. Our efforts to create and maintain a culture that values our people have led us to be designated among the top fintech companies to work for by American Banker. IntraFi has also been recognized as one of the best places to work by the Washington Post’s Top Workplaces and the Washington Business Journal’s Best Places to Work. Our company is also recognized among Fortune’s lists of Best Workplaces—Small & Medium Businesses and Best Workplaces in Financial Services and Insurance.

Headquartered in Arlington, Virginia, IntraFi – the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits – provides dynamic, all-weather balance sheet and liquidity management solutions to help financial institutions grow franchise value. The company, chosen by thousands of banks since its founding over two decades ago, has assembled the largest bank network of its kind. Its solutions help institutions to acquire high-value, local relationships; purchase funding; and reduce collateralization costs.

Do you get satisfaction from helping others? Are you the person everyone comes to when there is a problem? Do you love a challenge?

If so, we should talk.

We’re seeking people with positive energy who gain fulfillment from helping others to help us create a wonderful customer experience for our clients (banks and other financial institutions).

What is the 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) by:

• 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)

You should possess the following experience, skills, and qualifications:

• 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

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.

Job Type: Full-time

Pay: From $70,000.00 per year

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
• Paid time off
• Parental leave
• Professional development assistance
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday

Supplemental Pay:

• Yearly bonus

Application Question(s):

• What does the "customer experience" mean to you?

Education:

• Bachelor's (Preferred)

Experience:

• Customer service: 2 years (Preferred)

Ability to Commute:

• Arlington, VA 22209 (Preferred)

Work Location: Hybrid remote in Arlington, VA 22209

Salary : $70,000