Please note that this is a temporary assignment with a duration of 90 days (approximate).

 

About the Role:

Support various functions of business-to-business (B2B) clients, including responding to daily phone calls and emails within established service level agreements.

What You Will Do:

Communicates effectively with financial institution partners via calls and emails to address operational needs, resolve issues, and foster strong relationships. Manages multiple time-sensitive tasks while identifying opportunities for recommending new products/services and cross-selling. Utilizes internal systems such as Salesforce for logging interactions, tracking issues, and documenting trends, while providing support and training to partners/clients. Ensures compliance with procedures for client support activities, including Customer Identification Program (CIP) processing, marketing collateral coordination, and adherence to regulatory requirements. Other duties as assigned.

What You Will Need:

High School Diploma or equivalent Typically requires a minimum of two years of related experience. Attention to detail The ability to manage daily workload Simultaneously manage multiple time-sensitive tasks. Strong written and verbal communication skills Self Sufficient and well organized with support

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $17.25 hourly – $28 hourly

 
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
This role is also eligible for an annual performance-based incentive opportunity.  Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

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