Client Services Associate Jobs in Waterloo, IA (NOW HIRING)

At Jack Henry, we're more than a technology company, we're a force for good in financial services. We're redefining how community banks and credit unions connect with the people they serve. Our mission is rooted in people inspired innovation, empowering financial institutions to deliver seamless, secure, and human centered experiences. We deliver cutting-edge solutions that are paving the way for the next generation of digital banking and payments, but our true impact begins with our associates. If you're ready to help transform an industry and grow with a company that values purpose, collaboration, and excellence then we'd love to meet you.

The Client Services Analyst will join the Financial Performance Solutions (FPS) group that consists of 16 dedicated financial professionals. Our unit delivers software solutions and consulting to banks and credit unions focused on the areas of:

• Asset / Liability Management, Budgeting and Financial Reporting
• Customer, organizational and product profitability
• Current Expected Credit Loss (CECL) compliance

The ideal candidate has an in-depth understanding of finances in banking, is comfortable with servers and technical operations sites; they are a self-starter and are able to work independently.

This is a remote position and candidates must live within approximately a 70-mile radius of our office locations in Louisville, KY; Charlotte, NC; Birmingham, AL; Lenexa, KS; Cedar Falls, IA; Allen, TX; Springfield, MO; or Monett, MO.

Up to 10% travel may be required to attend on-site meetings or trainings.

What you'll be responsible for:

• Provides telephone consultation and support services to CXO level customers. Consults customers in analyzing and interpreting data to increase accuracy of results, make informed decisions and determine optimal risk levels.
• Provides customer consultation on complex banking concepts.
• May perform and/or manage complex customer installations. Engages customer in consultative dialogue for the purpose of collecting and interpreting key customer financial data.
• Completes projects, including but not limited to, risk analysis, financial model validations and core deposit studies.
• Assists customers in interpretation of financial models.
• Maintains customer databases with pertinent information for the purpose of identifying specific contacts. Logs all client activity related to support, financial analysis and report generation, etc.
• Communicates customer feedback and requests for additional functionality to product development.
• Encourages and solicits customer referrals. Acts as a subject matter expert to Sales.
• Acts as primary resource for other Client Services Analysts and assists with complex customer problems or projects.
• Acts as a resource for other product lines.
• May assist less experienced peers.
• May provide additional product/service-specific support in the following areas:
  • Assists in product development by testing new software releases. Documents all phases of system operations.
  • Conducts customer or internal training sessions, delivers Board or ALCO presentations, writes white papers and/or speaks at industry trade events.
  • Coordinates and provides monthly/quarterly updates to all service bureau and monthly administrative customers.
• May perform other job duties as assigned.

What you'll need to have:

• A minimum of 4 years of experience in a financial institution, management, financial analysis, accounting, audit, or treasury.
• Must have asset liability management or financial reporting experience.

What would be nice for you to have:

• Bachelor's degree in Accounting, Finance or Business Administration.
• Ability to work on moderately complex and diverse projects and exercise good judgment in selecting methods and techniques for obtaining solutions.
• Strong knowledge of key financial institution concepts such as financial planning, risk management, profitability and asset liability management.
• Ability to perform moderately complex software installations and downloads.
• Ability to interact and communicate with customers at the C- Suite level.
• Ability to analyze and resolve customer issues while providing excellent customer service.
• Ability to make sound policy recommendations to customer institutions.

If you got this far, we hope you're feeling excited about this opportunity. Even if you don't feel you meet every single requirement on this positing, we still encourage you to apply. We're eager to meet motivated people who align with Jack Henry's mission and can contribute to our company in a variety of ways.

Why Jack Henry?

At Jack Henry, we pride ourselves through our motto of, "Do the right thing, do whatever it takes, and have fun." We recognize the value of our associates and believe much of our company's strength and success depends on their well-being.

We demonstrate our commitment by offering outstanding benefit programs to ensure the physical, mental & financial well-being of our people is always met.

Culture of Commitment

Ask our associates why they love Jack Henry, and many will tell you it is because our culture is exceptional. We do great things together. Rising to meet challenges and seeking opportunities is part of who we are as an organization. Our culture has helped us stay strong through challenging times and we credit our dedicated associates for our success. Visit our Corporate Responsibility site to learn more about our culture and commitment to our people, customers, community, environment, and shareholders.

Equal Employment Opportunity

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. Innovation flourishes by including all voices and makes our business - and our society - stronger. Jack Henry is an equal opportunity employer and we are committed to providing equal opportunity in all of our employment practices, including selection, hiring, performance management, promotion, transfer, compensation, benefits, education, training, social, and recreational activities to all persons regardless of race, religious creed, color, national origin, ancestry, physical disability, mental disability, genetic information, pregnancy, marital status, sex, gender, gender identity, gender expression, age, sexual orientation, and military and veteran status, or any other protected status protected by local, state or federal law.

No one will be subject to, and Jack Henry prohibits, any form of discipline, reprisal, intimidation, or retaliation for good faith reports or complaints of discrimination of any kind, pursuing any discrimination claim, or cooperating in related investigations.

Requests for full corporate job descriptions may be requested through the interview process at any time.