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Client Account Specialist

Bancorp Bank, The
Sioux Falls, SD Full Time
POSTED ON 12/1/2023 CLOSED ON 12/19/2023

What are the responsibilities and job description for the Client Account Specialist position at Bancorp Bank, The?

Overview

For over 20 years, The Bancorp has been providing nonbank companies with the people, processes, and banking technology to meet their individual needs. As a result, we have become an industry-leading provider of reliable technology-forward solutions that move our partners’ businesses into the future. At The Bancorp, We define Fintech Partnerships. The Bancorp does more than just enable our clients’ product innovations, we create lasting partnerships with a future-focused approach to technology and services. Today and every day, we work to continually transform the payments landscape.

 

The Client Account Specialist will play a key role as a member of the Client Services team within The Bancorp Fintech Solutions division. As a Client Account Specialist, you will provide first-level support to The Bancorp’s Fintech partnerships, including gathering and disseminating program-related information, routing documentation and aggregating data for reporting while providing excellent customer service. A strong candidate will demonstrate excellent communication skills, a willingness to collaborate with others, and the ability to problem-solve quickly in a fast-paced, energized work environment.

Responsibilities

Essential Functions

  • Provides customer service to clients by identifying and responding appropriately to their needs, providing information on the status of client requests, answering questions about services or products, and communicating with them in a timely manner.
  • Supports the development of strong client partnerships by building trust, rapport, and strong working relationships with key stakeholders, and internal team members.
  • Monitors and reports on both internal and client SLAs to foster speed to market and partner satisfaction.
  • Facilitates collection of information from clients for completing due diligence and various risk reviews. Ensures information is received timely and proactively follows-up as needed.
  • Facilitates day-to-day client interactions including but not limited to: conducting follow-ups and send reminders, facilitate general client communication on behalf of the department, conduct marketing collateral status checks/escalations, facilitates complaint workflow, ensures Partner Overviews and contact lists are up to date, facilitates card closure and compromised card requests, compiling quarterly business review data.
  • Leverages internal tools to maintain up to date client files and accurate records in designated network folders and CRM tools (box.com, Quickbase, SalesForce, etc.)
  • Fields client requests and handles issues/problems promptly. Maintains and builds open communication for the duration of the client life cycle.
  • Performs other duties as assigned.

    • Qualifications

    Education/Experience Requirements

    • High School diploma or GED.
    • A minimum of 12-18 months experience in Customer/Client Services or Sales

    Preferred Requirements

    • Strong working knowledge of systems integration and business process improvement.
    • Strong working knowledge of retail banking, banking front office and/or back-office operations, credit card, or transaction services.
    • Excellent problem solving and presentation skills.
    • Excellent verbal, written, and interpersonal communication skills.
    • Ability to interface with multiple, internal cross-functional areas and business partners, as well as external business partners, in the development and delivery of these strategic initiatives.
    • Team player able to work effectively in a team fostered, multi-tasking environment.
    • Proficient in Microsoft Office suite, e.g., Excel, PowerPoint, Word, Outlook.
    • No travel required in this position.

    Background & EEO Statement

    Working at The Bancorp Bank, N.A. and Benefits Information: click here

    Diversity & Background Screening

    Diversity & Inclusion at The Bancorp Bank: click here

     

    The Bancorp Bank, N.A. is an EQUAL OPPORTUNITY EMPLOYER and will not discriminate on the basis of race, color, religion, gender, gender, identity, sexual orientation, pregnancy, citizenship, national origin, age, disability, genetic information, veteran status or other protected category with respect to recruitment, hiring, training, promotion, and other terms and conditions of employment.

     

    Employment with The Bancorp Bank, N.A. includes successfully passing a background check including credit, criminal, education, employment, OFAC, and social media background history.

    Salary.com Estimation for Client Account Specialist in Sioux Falls, SD
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