Job Description
Job Description
SUMMARY:
Responsible for assisting client services and operations departments with depositor (“client”) day-to-day support functions.
ESSENTIAL FUNCTIONS:
The following is a list of essential functions which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.
ESSENTIAL DUTIES & RESPONSIBILITIES
§ Interact with clients via telephone, email, online chat, or in-person to provide account support.
§ Assist with the administrative and operational components of onboarding and maintaining client accounts.
§ Participate in user acceptance testing (UAT) of core system and client-facing applications in order to support customers’ needs.
§ Field client questions or concerns and escalate inquiries to applicable personnel.
§ Troubleshoot and resolve inquiries for online banking users.
§ Maintain filing systems.
§ Perform other duties as assigned.
QUALIFICATIONS:
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.
§ Service-oriented and proven problem resolution skills.
§ Excellent interpersonal, verbal and written communication skills. Communicates with tact, diplomacy, and discretion, as well as the ability to maintain confidentiality.
§ Proficient in Microsoft Office: Outlook, Teams, Word, Excel, SharePoint, etc.
§ Experience with Salesforce preferred, but not required.
EDUCATION & EXPERIENCE:
§ Minimum: Associate’s degree in Business or related field.
§ Five (5) plus years of experience in a customer service or administrative role, preferably within the financial services industry.
LICENSES & CERTIFICATIONS:
§ Minimum: None
SKILLS & COMPETENCIES:
§ Self-starter with a strong sense of ownership and involvement.
§ Demonstrated ability to work independently, establish priorities, multi-task, and meet deadlines.
§ Strong attention to detail.
§ Effective interpersonal and customer service skills to communicate with a range of clientele.
§ Strong organizational, time management, and planning skills.
§ Ability to function well in a fast-paced environment.
§ Ability to think critically and act quickly.
WORKING CONDITIONS:
Traditional office environment with no unusual work conditions.
§ Prolonged periods sitting at desk and working on computer.
§ Frequent use of keyboard with repetitive motion of hands, wrists, and fingers.
PHYSICAL DEMANDS:
Ampersand, Inc. promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees.
§ Speaking, hearing, and vision are required to perform essential functions.
§ Digital dexterity and hand/eye coordination in operation of office equipment.
§ Light lifting (~25 lbs.) and carrying of supplies, files, etc.
§ Body motor skills sufficient to enable the incumbent to move from one office location to another.
Company DescriptionAmpersand is a tech-enabled financial technology company serving the needs of our treasury/cash management clients and financial institutions around America.
Ampersand is redefining how businesses and public entities manage deposits at scale—combining fintech innovation, treasury intelligence, and secure infrastructure into a unified platform that turns cash into a strategic asset. Our platform empowers B2B clients across both public and private sectors to handle complex financial workflows securely, efficiently, and in real time.
Company Description
Ampersand is a tech-enabled financial technology company serving the needs of our treasury/cash management clients and financial institutions around America.\r\n\r\nAmpersand is redefining how businesses and public entities manage deposits at scale—combining fintech innovation, treasury intelligence, and secure infrastructure into a unified platform that turns cash into a strategic asset. Our platform empowers B2B clients across both public and private sectors to handle complex financial workflows securely, efficiently, and in real time.