Proactively work with clients to review their business, suggest new and innovative ways to engage so that the client is successful.
Act as the main point of contact in all matters relating to merchant services for clients, becoming the trusted advisor.
Manage accounts to ensure clients are receiving the right product and services mix which address their needs and creating upsell, cross-sell and renewal opportunities.
Conduct Annual Business reviews which include interchange and pricing analysis, payments optimization, and base understanding of PCI requirements and fraud prevention strategies.
Proactively identify opportunities to cross-sell additional KeyBank service.
Collaborate with team members to assess and deliver on initiatives.
Identify trends, changes, or shifts in client and competitor behaviors, and regulatory and competitive forces that impact solutions
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Requirements
Bachelor's Degree or higher required, or equivalent experience
5+ years’ experience as a relationship manager or account manager for merchant services accounts (required)
Customer-focused with a commitment to delivering high quality service (required)
Capable of managing multiple concurrent objectives, projects, groups, or activities (required)
Able to problem solve and overcome challenges and objections from clients and vendors (required)
Ability to multitask and juggle several responsibilities simultaneously (required)
Able to work in a matrixed organization with colleagues across various reporting structures (required)
Comfortable building relationships within all levels of prospects and/or a client’s organization from technical team leads to the executive level (required)
Good attention to detail and organizational skills (required)
Proven track record of meeting or exceeding expectations and receiving positive customer feedback. (preferred)
Proficiency with common customer success and customer relationship management tactics as well as common software applications (e.g. SalesForce) (preferred)
Experience working with Fiserv and/or Elavon and services to individuals and companies throughout the United States and, for certain businesses, internationally. (preferred)
Benefits
eligibility for incentive compensation which may include production, commission, and/or discretionary incentives