Job Description
Client Support Analyst I at BM Technologies, Inc. Client Support Analyst I at BM Technologies, Inc. in Rocky Mount, North Carolina Posted in 3 days ago.
Type:
Full-Time Job Description:
Join Our Team--Where Values Drive Excellence in Client Support! As part of our ongoing commitment to strategic focus and accountability, First Carolina Bank & BM Technologies, Inc. are guided by our core values: Intentional, Responsive, Enterprising, and Considerate. These tenets shape our interactions and set clear expectations for customers, employees, and shareholders--ensuring every relationship is built on trust and excellence. We're seeking a Client Support Analyst I to help us deliver exceptional service, build lasting relationships, and support our mission. Why You'll Love This Role Collaborate with a supportive, harmony-seeking team in a dynamic, fast-paced environment Build positive relationships and serve others through your work Apply your attention to detail to ensure accuracy, compliance, and risk management Enjoy a thoughtful, structured approach to problem-solving while adapting to evolving priorities Lead by example, sharing expertise and supporting others to succeed What Makes You a Great Fit Cooperative, empathetic, and people-oriented; harmony-seeking and collaborative Comfortable working on a team and building consensus; places team above self Selfless, supportive, and cautious with risk; exercises good judgment balancing risk to customers Passionate about helping others and making a difference; thrives in service-oriented environments Experience in client support, banking, or related fields preferred Qualifications 2+ years of exceptional customer service experience required Excellent and effective communication skills; concise, clear, and consistent Exceptional listening skills and strong organizational skills with attention to detail Proven ability to multi-task and prioritize in a fast-paced, demanding environment Tech savvy, especially with Oracle and Microsoft Office products (Outlook, Teams, Excel, Word) Ability to exercise judgment and resolve problems independently, escalating when needed Enjoys challenges and adapts quickly to changing priorities Team player attitude and approach to work; thrives in collaborative environments Banking experience a plus; BMAS system and refund disbursement process knowledge preferred Benefits Competitive total compensation Comprehensive health, dental, and vision insurance Retirement savings plans with company match Paid time off and holidays Professional development and training opportunities Employee assistance programs Opportunities to participate in community service and outreach Risk Management Requirements Understands and adheres to workplace policies, code of conduct, privacy, and information security guidelines Follows all applicable security procedures and regulatory requirements (Anti-Money Laundering, Bank Secrecy Act, USA PATRIOT Act) Acts within authorized limits and role-specific policies and procedures Our Core Values Enterprising:
We have a do-business attitude and are extremely resourceful in finding ways to work with customers. You'll be empowered to solve problems, support clients, and seek innovative solutions in every interaction. Intentional:
We do what we say we are going to do, and we are thoughtful about the impacts of our actions, both internally and externally. You'll be trusted to follow through, adhere to processes, and ensure every detail is handled with care and precision. Responsive:
We strive for frictionless banking experiences, answering the bell directly and quickly, and working to exceed expectations in every service level. You'll provide timely support, resolve inquiries efficiently, and help clients maximize the value of our products and services. Considerate:
We lean into community needs in the markets we serve and conduct ourselves professionally in every interaction--with customers, shareholders, coworkers, and regulators. You'll contribute to a positive, collaborative team environment and demonstrate empathy and respect in all you do. #ClientSupport #BankingJobs #NorthCarolinaCareers #Teamwork #Service #RiskManagement #PeopleFirst #JoinOurTeam
