Account Executive
Posted Updated 9
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Description
At IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.
As the nation’s largest deposit allocation service provider and the inventor of reciprocal deposits, IntraFi has spent over two decades creating dynamic solutions that help financial institutions grow, manage liquidity, and serve their communities. Our impact extends across institutions of all sizes—from community banks to large financial organizations—which enables us to achieve aggressive business growth objectives while helping strengthen the broader financial system. Consistently recognized by American Banker, Washington Post, and Fortune as one of the best places to work, we offer a collaborative, flexible environment where innovation thrives. Join us and be part of a team making a meaningful impact on the industry, on financial institutions, and on the future of financial services.
Your Role
- 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).
Your Responsibilities
- 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)
Required Experience, Skills, and Qualifications
- 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
This position is a hybrid role where the employee must work two full days per week in our office in Arlington, Virginia. For the first 90 days, the employee must work three full days per week in the office.
Employee Benefits:
401(k)
401(k) matching
Dental insurance
Employee assistance program
Employee discount
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
Opportunities for advancement
Paid time off
Parental leave
Professional development assistance
Referral program
Vision insurance
IntraFi LLC is an Equal Opportunity Employer and does not discriminate on the basis of race, color, national origin, sex, religion, age, veteran status, disability, or sexual orientation in employment of the provision of services.
IntraFi’s job application process may include online videoconference interviews, in-person interviews, presentations, and computer-based assessments. If you require reasonable accommodation to complete any part of the application process, please contact hr@intrafi.com.
As published by lever · 11 questions · 2 written answers
Basics
Resume/CV, Full name, Email, Phone, Current location, Current company, LinkedIn URL, Twitter URL, GitHub URL, Portfolio URL, Other website
Short answers (2)
- If offered this position, what date would you like to begin?
- What is your desired compensation? (Please respond with a number)
Pick from a list (7)
- Are you at least 17 years old?
- Do you currently reside within DC, Maryland, or Northern Virginia?
- Will you now or in the future require IntraFi to sponsor an immigration case in order to employ you (for example, H-1B or other employment-based immigration case)? This is also called “sponsorship".
- How many years of experience do you have providing customer support by phone and email in a professional business environment?
- This position requires working a schedule that may include shifts ending as late as 7:00 PM Eastern Time. Are you able to meet this requirement?
- This position follows a hybrid schedule and requires working in the office at least two days per week. Are you able to meet this requirement?
- I certify that I have read and understand the applicant instructions included with this application and that the answers given by me to the foregoing questions and statements made by me are complete and true to the best of my knowledge and belief. I understand that any false information, omissions or misrepresentations of facts called for in this application, whether on this document or not, may result in rejection of my application or discharge at any time during my employment. I understand that this application form is intended for use in evaluating my qualifications for employment and that this application is not an offer of employment. I further understand that if hired, my employment will be considered "at-will" and that my employment may be terminated for any reason, with or without cause or notice, at any time by me or the Company and that this application is not intended to constitute a contract of continued employment.
Written answers (2)
- Please provide your full current mailing address.
- What does customer experience mean to you?
