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

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  HUMBLEHUNGRY*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).

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.

What You Will Do:

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.

What You Will 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

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range:  $17.25 hourly – $28 hourly

  The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future. 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

  Don’t have everything listed under qualifications? If you’re excited about this role but your experiences don’t match exactly to everything in the posting, we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles. Pathward is an equal employment opportunity employer and considers candidates for roles without regard to their race, sex, national origin, ethnicity, age, disability or any other category protected by law.

Who we are:  

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 (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.

Please  click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com

Please click here to view Pathward's Applicant Privacy Notice.

Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.

Knowingly submitting false information will result in disqualification for consideration of future positions, termination of employment and forfeiture of other rights.

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