Client Service Analyst III (Fintech)

TL;DR

Client Service Analyst III (Fintech): Providing telephone consultation and software support to CXO-level customers in the banking sector with an accent on asset/liability management, budgeting, and financial reporting. Focus on analyzing complex financial data, performing model validations, and delivering consultative insights to optimize risk levels.

Location: Must be based within approximately a 70-mile radius of offices in Louisville, KY; Charlotte, NC; Birmingham, AL; Lenexa, KS; Cedar Falls, IA; Allen, TX; Springfield, MO; or Monett, MO

Company

A technology company providing cutting-edge software solutions that empower community banks and credit unions to deliver seamless and secure financial experiences.

What you will do

• Provide expert telephone consultation and support to CXO-level customers on complex banking concepts.
• Analyze and interpret financial data to increase result accuracy and facilitate informed risk-based decision-making.
• Manage complex customer installations and lead consultative dialogues to collect key financial data.
• Execute projects involving risk analysis, financial model validations, and core deposit studies.
• Act as a subject matter expert for the Sales team and a primary technical resource for other Client Services Analysts.
• Support product development by testing new software releases and documenting system operations.

Requirements

• Minimum 4 years of experience in a financial institution, financial analysis, accounting, audit, or treasury.
• Must have asset liability management or financial reporting experience.
• Must reside within a 70-mile radius of one of the specified US office locations.

Nice to have

• Bachelor’s degree in Accounting, Finance, or Business Administration.
• Strong knowledge of financial planning, risk management, and profitability.
• Proven ability to communicate effectively with C-Suite executives.
• Technical ability to perform software installations and downloads.

Culture & Benefits

• Comprehensive benefit programs addressing physical, mental, and financial well-being.
• Collaborative corporate culture centered on the motto "Do the right thing, do whatever it takes, and have fun".
• Hybrid work arrangement with occasional travel (up to 10%) for meetings or training.
• Opportunity to work in a purpose-driven environment focused on financial industry transformation.