Client Support Specialist
Austin, TX, United States
**Client Support Specialist i2Suite (Reporting & General Ledger) Platform and i2OLB (Online Banking) Platform**
Support Cedar Park, Texas Minimum Experience **Mid-level** IBT Apps is a financial services software company that supports community banks and credit unions across the United States. We are looking for candidates with financial institution and/or technical software expertise to join our client support team as a software specialist for our i2Suite (Reporting & General Ledger) Platform and i2OLB (Online Banking) Platform. The ideal candidate is an exceptional problem-solver with a positive attitude and excellent communication skills who is seeking professional growth within an innovative financial technology company. Our current team is comprised of staff that has a background in a wide variety of financial institution roles (Teller, Personal Banker, deposit operations, loan processor, loan operations, and bank help desk personnel).
Duties/Responsibilities
* Manage i2Suite Platform and i2OLB Platform cases from origination to resolution, including but not limited to software application troubleshooting, custom report and dashboard writing (SQL), and ancillary support for third-party software.
* Provide ongoing technical support for i2OLB and additional installed products.
* Project a friendly and professional persona, by phone and in writing.
* Answer incoming phone calls; understand basic functionality of full suite of products for assurance of proper call routing to appropriate client support specialists.
* Follow escalation workflows for assignment of cases beyond the scope of support, including but not limited to sales, network management, enhancement, and repair case types.
* Collect case information, research solutions, coordinate resources, and carefully document support case records throughout the life cycle.
* Communicate with customers often, keeping them informed of progress with appropriate urgency.
* Maintain client confidentiality and regulatory compliance standards.
* Manage additional projects and duties as needed or assigned.
Requirements/Skills
* One year of experience in a financial institution and/or software support or a two-year degree in business or IT plus one year of service industry experience
* Strong Technical Background
* Knowledge as SQL Reports Writer
* Working knowledge of Microsoft Office Products
* Excellent written and verbal communication skills
* Quick learner with innovative problem-solving abilities
* Strategic thinker with strong analytical skills
* Successful working independently and collaboratively
* Eager to exceed customer expectations and contribute to team objectives
* Willingness to learn and advance within the support team environment
Location Cedar Park, Texas Minimum Experience Mid-level