Senior Analyst: Client Services

Overview

Senior Client Services and Financial Institution Analyst role within The Financial Performance Solutions (FPS) group, delivering consulting and software solutions to banks and credit unions to assist with budgeting, reporting, and compliance. The ideal candidate has an in-depth understanding of finances in banking, is comfortable with technical operations, and is a self-starter able to work independently with knowledge in ALLL/CECL. This is a remote position and candidates must live within approximately a 70-mile radius of office locations in Allen, TX;
Charlotte, NC;
Birmingham, AL;
Louisville, KY;
Lenexa, KS;
Springfield, MO; or Monett, MO. All positions may require an onsite interview or in-person onboarding to verify identity.

• 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 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.

• Minimum of 6 years of experience in Financial Institution or Fin Tech asset liability management, finance, banking, data analysis, accounting, audit or treasury management.

• Bachelor’s degree in Accounting, Finance, Business Administration or related field.
• Experience in ALLL/CECL (Allowance for Loan and Lease Losses / Current Expected Credit Losses).
• Experience with the implementation, maintenance, or troubleshooting of technical products/systems.

At Jack Henry, we live by the motto: “Do the right thing, do whatever it takes, and have fun.” It’s more than a tagline, it’s the foundation of our culture. We recognize that our associates are the key to our success, and we’re deeply committed to their wellbeing. We offer comprehensive benefits designed to support your physical, mental, and financial health so you can thrive both personally and professionally.

We’re also leading the way in technology modernization, helping financial institutions evolve with speed, security, and flexibility. Our strategy focuses on delivering secure data access, mitigating fraud, and enabling seamless integration. Empowering our teams to build innovative solutions that meet the evolving needs of account holders.

At Jack Henry, we know we are better together. We value, respect, and protect the uniqueness each of us brings. 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.