FI Solutions Specialist II – Client Support, Banking

Pathward

Client Support Specialist in a remote role enhancing relationships with financial institutions. Responsible for managing operational needs and compliance while ensuring client satisfaction with financial services.

Posted 6/29/2026full-timeRemote • Arizona, Kentucky, Missouri, Pennsylvania, South Dakota, Tennessee • 🇺🇸 United StatesJuniorMid-Level💰 $17 - $28 per hourWebsite

About the role

Key responsibilities & impact

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

What you’ll need

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

Benefits

Comp & perks

Health insurance
401(k) retirement benefits
Life insurance
Disability benefits
Paid time off

ATS Keywords

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Applicant Tracking System Keywords

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Soft Skills

Effective CommunicationOrganizational SkillsTeam CollaborationAdaptabilityProblem-Solving