FI Solutions Specialist II (Temp) / Client Support / Banking

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. Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (a

Responsibilities

• 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.
• Leads team initiatives by facilitating training, mentoring team members, and overseeing the Quality Assurance process to maintain excellence in client interactions.
• Other duties as assigned.

Requirements

• High school diploma or equivalent.
• Typically requires a minimum of two years of related experience.
• Call center or contact center experience is ideal, though not strictly required.
• Experience supporting financial institutions (banks and/or credit unions preferred).
• Strong attention to detail.
• Demonstrated ability to effectively manage a daily workload and prioritize multiple time-sensitive tasks simultaneously.
• Proven capability to excel in a high-volume, fast-paced, and SLA-driven environment, especially during peak seasonal demand (November-December).
• Excellent written and verbal communication skills.
• Self-sufficient, well-organized, and able to work independently with minimal direction and support.
• Quick to learn new systems and processes, with Salesforce experience preferred.
• Collaborative team player with a strong willingness to support others, especially during high-demand periods.
• Adaptable and comfortable working in a dynamic, deadline-driven environment.
• Confident in asking questions and escalating issues when appropriate.
• Prior remote work experience is a plus
• The responsibilities listed above are not all inclusive and may be changed at any time.
• Salary range: $17.25 hourly - $28 hourly
• 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.
• #LI-Remote

Benefits

Additional Information

We are a hybrid, remote-office company dedicated to growing our talent anywhere! We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Louisville, KY, Troy, MI, Franklin, TN, Easton, PA. At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products. We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve. Please note that this is a temporary assignment with a duration of 90 days (approximate).

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