FI Solutions Specialist II

Responsibilities

• Support B2B clients by responding to daily phone calls and emails within established SLAs
• Communicate with financial institution partners to address operational needs and resolve issues
• Manage multiple time-sensitive tasks and identify cross-selling opportunities
• Utilize Salesforce for logging interactions, tracking issues, and documenting trends
• Ensure compliance with Customer Identification Program (CIP) processing and regulatory requirements
• Lead team initiatives through training, mentoring, and overseeing Quality Assurance processes

Requirements

• High school diploma or equivalent
• Minimum of two years of related experience
• Experience supporting financial institutions (banks or credit unions preferred)
• Strong attention to detail and ability to prioritize tasks in a fast-paced environment
• Excellent written and verbal communication skills
• Ability to work independently and learn new systems quickly
• Salesforce experience preferred

About the Company

Pathward is a financial empowerment company dedicated to creating financial inclusion for all. We work with innovators to increase financial availability, choice, and opportunity by providing responsible, secure, and high-quality financial products.