The Bancorp · 2 weeks ago
Client Account Specialist
US-SD-Sioux Falls
Full-time
Hybrid
Entry Level
1+ years expThe Bancorp is a financial services company seeking a Client Account Specialist to join their Client Services team. This role will provide first-level support to Fintech partnerships, ensuring excellent customer service and effective communication with clients while managing various administrative tasks.
BankingFinanceFinancial ExchangesFinancial ServicesPayments
Responsibilities
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, facilitates general client communication on behalf of the department, conducts 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
Qualification
Required
High School diploma or GED
A minimum of 12-18 months experience in Customer/Client Services or Sales
Preferred
Strong working knowledge of systems integration, business process improvement, and retail banking operations, including front-office, back-office, credit card, and transaction services
Excellent verbal, written, and interpersonal communication skills, along with strong problem-solving and presentation abilities
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
Company
The Bancorp
The Bancorp provides private-label banking and technology solutions to meet the unique business needs of non-bank companies.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$274M2025-08-18Post Ipo Debt· $200M
2016-08-08Post Ipo Equity· $74M
2004-02-03IPO
Leadership Team
Damian Kozlowski
CEO & President
Randall Baugh
Managing Director, Chief Compliance Officer
Recent News
2025-11-10
The Motley Fool
2025-11-05
Company data provided by crunchbase