Account Executive

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 [email removed].