Account Executive, Virtual Sales

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.

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. You 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).

Responding to customer inquiries and resolving customer issues via phone and email
Training new member banks for onboarding and operational implementation
Developing and presenting customer trainings for ongoing support
Working cross-departmentally to develop and prioritize technology and process improvements
Executing ongoing and ad hoc administrative tasks and projects (e.g., document processing, data entry)
Experience 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 service
Demonstrated ownership and accountability for learning and workload management
Professional and friendly phone manner in order to build and maintain superb customer relations over the phone
Proficient in Outlook, Word, and Excel
This 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.

Dental insurance
Employee assistance program
Flexible schedule
Flexible spending account
Health insurance
Health savings account
Life insurance
IntraFi 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.