Account Executive

IntraFi Job OpportunityAt IntraFi, we do more than innovate—we empower. Our services help banks provide vital financial access to small businesses, companies, and consumers across the country. With a network of more than 3,000 financial institutions, we help support the institutions that drive our economy, enabling them to fund affordable housing, family farms, and businesses of all sizes. The ability to lend locally strengthens our financial system, and our team plays a direct role in making that possible. It is this greater purpose that brings people to IntraFi and keeps them here.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 RoleYou 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 ResponsibilitiesResponding to customer inquiries and resolving customer issues via phone and emailTraining new member banks for onboarding and operational implementationDeveloping and presenting customer trainings for ongoing supportWorking cross-departmentally to develop and prioritize technology and process improvementsExecuting ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)Required Experience, Skills, and QualificationsExperience 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 serviceStrong oral and written communication skillsDemonstrated ownership and accountability for learning and workload managementProfessional and friendly phone manner in order to build and maintain superb customer relations over the phoneAbility to work effectively in a team environment and aloneExcellent problem-solving skills; ability to multitask within tight deadlines; excellent organizational skills; self-directed and results/goal-orientedAbility to deal with change and quickly adapt to evolving business priorities and the introduction of new conceptsExceptional attention to detailProficient in Outlook, Word, and Excel$75,000 - $85,000 a yearThis 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 Benefits401(k)401(k) matchingDental insuranceEmployee assistance programEmployee discountFlexible scheduleFlexible spending accountHealth insuranceHealth savings accountLife insuranceOpportunities for advancementPaid time offParental leaveProfessional development assistanceReferral programVision insuranceIntraFi 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 hr@intrafi.com.