Key skills
Time Management
About this role
Role Overview
- Handle escalated client requests or concerns
- Support client acquisition, cross-sell, and/or retention initiatives
- Handle, resolve and track all client escalations
- Review daily security reporting from processing vendor
- Provide bank reference as appropriate
- Partner effectively with internal partners
- Document escalated issues in bank complaint tracking system
- Assist with equipment training and implementation for clients
- Be point of escalation for Relationship Managers
Requirements
- Minimum 5 + years in financial services
- Direct experience at an acquiring bank/acquirer/merchant services
- Card issuing experience, including customer support and servicing (preferred)
- Experience in client escalation management
- Experience in Healthcare vendor services (i.e.. Guidehouse, Revspring, RMS, Zelis Payments, Etc.) (preferred)
- Direct working experience or understanding of Payments / Embedded Banking (preferred)
- Strong analytical skills
- Organizational skills, including ability to prioritize work
- Excellent time management skills
- Proficiency with PCs and standard Microsoft Office software.
Benefits
- Health insurance
- 401(k) matching
- Paid time off
- Flexible work arrangements
- Professional development opportunities