Client Services Banking Support - Professional

Fiserv•Milwaukee, WI

7d•Onsite

About The Position

As a Client Services Banking Support - Professional, you will provide banking support that helps clients resolve issues and continue operating effectively. You will work closely with clients and partner with internal teams to investigate problems, document outcomes, and improve support processes. Your work helps strengthen client satisfaction, service continuity, and the overall quality of the support experience.

Requirements

4+ years of experience in banking, lending, client services, help desk support, or a related service environment supporting issue resolution and client inquiries.
4+ years of experience documenting, tracking, and resolving service requests, incidents, or client interactions in a support system or similar workflow tool.
Experience using support applications, ticketing systems, and standard business software to manage case activity, document outcomes, and communicate with stakeholders.
Ability to investigate issues, identify root causes, and communicate resolutions clearly to clients and internal partners.
Bachelor's Degree in business, finance, communications, information systems, or a related field, or equivalent combination of education, related experience and/or military experience.
You must currently possess valid and unrestricted U.S. work authorization to be considered for this role. Individuals with temporary visas including, but not limited to, F-1 (OPT, CPT, STEM), H-1B, H-2, or TN, or any candidate requiring sponsorship, now or in the future, will not be considered for this role.

Nice To Haves

Experience supporting banking or lending products, services, or operations in a client-facing environment.
Familiarity with service metrics, case management practices, and process improvement methods.
Experience developing or maintaining knowledge articles, support guides, or training documentation.

Responsibilities

Provide banking support to clients by investigating, troubleshooting, and resolving service issues within established service levels.
Partner with internal teams to escalate, track, and resolve client issues efficiently while maintaining clear communication on status and next steps.
Document client interactions, issue details, resolutions, and follow-up activities accurately in the support application.
Support the review and improvement of service processes, workflows, and tools to increase efficiency and consistency.
Maintain and update product documentation, frequently asked questions, and training materials to support accurate issue resolution.
Analyze recurring client issues and share findings with internal partners to help reduce future support volume and improve service quality.

Benefits

Fuel Your Life program to support your physical, financial, social, and emotional well-being.
Paid holidays and generous time away policies.
No-cost mental health support through Employee Assistance Programs.
Living Proof program to recognize your peers’ extra effort with points redeemable for rewards.
Eight Employee Resource Groups to foster a collaborative culture and expand your network.
Unparalleled professional growth with training, development, and internal mobility opportunities.
Medical, dental, vision, life, and disability insurance options available from day one.
Retirement planning including 401k match and discounted shares with the Employee Stock Purchase Plan.
Tuition assistance and reimbursement program.
Paid parental and military leave.