Pathward, N.A. - FI Solutions Specialist II (Temp) / Client Support / Banking

• 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. • 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. • 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. • 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