Client Services Analyst, POD

Serve as the point of contact for POD support aspects with customers, sales representatives and conversion leaders.

Essential Duties and Responsibilities:

  • Accurately identify problems and provide timely resolutions
  • Ability to develop a strong understanding of customers business needs and apply solutions
  • Provide excellent customer service by; being professional, troubleshooting, resolving issues, conducting demonstrations, site visits, , training, hardware installation and providing customer feedback
  • Work within a queue support model
  • Effectively present information and respond to questions from clients, customers, and management
  • Accurately document all communication with users in a timely manner via system tools
  • Ensure that issues are escalated appropriately to internal departments and management
  • Establish effective working relationships with managers and co-workers to ensure excellent information flow and feedback on process, policy, and product changes that will affect users
  • Conduct new customer training and workshops for company products
  • Assist in training
  • Work on various special projects as needed
  • Other duties as assigned


  • Bachelor’s degree in Business, Finance or Economics or a related field preferred/Equivalent work experience in Banking or Financial industry.
  • Excellent communication skills, including strong writing, reporting and business correspondence
  • Basic mathematical skills
  • Resourceful, fact finder and ability to draw valid conclusions
  • Knowledge of financial systems and/or banking preferred
  • Courteous, professional and patient
  • Excellent problem solving skills
  • Strong attention to detail
  • Accountable
  • Strong basic computer skills, Windows OS, and Microsoft Office products
  • Ability to work in a team, call center environment


  • Non Exempt

Job Features

Job CategoryClient Services
Job CategoryClient Services
Job StatusFull-Time/Non-Exempt
Travel RequirementNone
SalaryDependent upon experience and education

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