Financial Institutions Support Specialist I, Compliance Solutions (Remote)

Overview

The Financial Institutions Support Specialist I at TruStage is responsible for supporting financial institutions interacting with our products, ensuring exceptional service and compliance solutions. In Short • Serve as the first line for customer/business partner support calls. • Field incoming requests for customer support through various channels. • Coordinate with Product Managers for requested changes. • Manage day-to-day issues using internal management tools. • Develop deep product knowledge over time. • Make outbound proactive calls to ensure customer needs are met. • Facilitate document review results calls with customers. • Learn optimal use of Compliance Solutions’ product functionality. • Build strong relationships with financial institutions. • Work in a dynamic environment with a focus on results. Requirements • Bachelor’s degree or equivalent work experience. • 0 – 2 years of experience in banking/financial services technology. • 3+ years of experience in financial institutions preferred. • Knowledge of Atlassian Jira preferred. • Strong service orientation and communication skills. • Ability to manage details and multi-task in a fast-paced environment. • Strong analytical and problem-solving abilities. • Proficiency in basic Microsoft programs. • Excellent time management skills. • Ability to develop long-term working relationships. Benefits • Flexible workplace for work-life balance. • Career growth opportunities. • 401k and retirement assistance. • Medical, dental, and vision insurance. • Paid time off and parental leave. • Tuition reimbursement. • Annual incentive (bonus) plan eligibility. • Employee assistance program. • Life insurance and disability plans. • Commitment to inclusivity and employee well-being. Apply Job!