Account Executive at IntraFi — Arlington, USA | Base Career

Full Job Posting

You would be a key member of our Client Services team whose primary responsibility is to provide a personal, helpful, and simple customer experience to clients (banks and other financial institutions).
Responding to customer inquiries and resolving customer issues via phone and email
Training new member banks for onboarding and operational implementation
Developing and presenting customer trainings for ongoing support
Working cross-departmentally to develop and prioritize technology and process improvements
Executing ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)
Experience with artificial intelligence (AI) tools to optimize workflows, problem-solving, and productivity.
Minimum of two years of customer service experience with demonstrated ability to provide high-quality service
Strong oral and written communication skills
Demonstrated ownership and accountability for learning and workload management
Professional and friendly phone manner in order to build and maintain superb customer relations over the phone
Ability to work effectively in a team environment and alone
Excellent problem-solving skills; ability to multitask within tight deadlines; excellent organizational skills; self-directed and results/goal-oriented
Ability to deal with change and quickly adapt to evolving business priorities and the introduction of new concepts
Exceptional attention to detail
Proficient in Outlook, Word, and Excel

Account Executive