Job Description
Job Description As a member of the Business Solutions team, you will deliver a Legendary Experience to both internal and external customers by living our Core Values daily. With a nimble mindset, you will support the Business Solutions sales team with merchant card processing technical and onboarding expertise. You will be the primary contact for Merchant Services customers and will provide exceptional customer support in areas of the sales process, onboarding and daily servicing issues. You will coordinate the efforts set out by the Business Solutions team.
You have a passion for promoting a strong team and upholding the CBMW culture. You are friendly, organized and enjoy adding value to the customer experience. You have a strong desire to learn and support the Business Solutions team and customers with your authentic, fun and engaging attitude. You are a self-motivated, courteous and professional individual and can juggle tasks while keeping everything and everyone you support on time and in order.
How You'll Contribute to the Team: Technical Sales Support - Partner with Business Solutions Relationship Managers to support Merchant Services sales efforts
- Review/analyze customer statements
- Make pricing recommendations
- Prepare customer proposals assist with presentation of such proposals
- Assist with technical customer conversations to gather processing requirements and make service recommendations to solve customer processing needs
- Regularly review activities of existing merchants to proactively limit attrition of Merchant Services customers.
Onboarding / Training / Customer Support - Responsible for the boarding and integration process of new merchants/customers
- Follow-up on new Merchant Services relationship requests through the appropriate credit approval and agreement/form completion process
- Prepare manuals and other resources to assist customers in using product applications
- Manage inventory, update equipment availability spreadsheet, order supplies as necessary
- Prepare and maintain department reports as requested
- Onboard, train and provide ongoing customer support for Merchant Services portfolio
- Responsible for programming, installing and supporting software and equipment for merchant card processing
- Stay abreast of current events within the Merchant Services industry and educate both customers and internal stakeholders on priority changes, industry trends, new technology offerings, competition, etc. Direct Sales - Retail Partnership/Referrals
- Serve as the primary contact for Merchant Services referral opportunities generated through CBMW's branch/retail network
- Follow-up on referral opportunities in a timely and organized manner
- Explore customer needs and cross-sell services that meet those needs
- Work with all business lines and make referrals for other non-Merchant sales opportunities
- Participate in sales campaigns to generate new customers
- Collaborate with Business Solutions Relationship Managers to identify and pursue new Merchant Services relationship opportunities Risk Mitigation
- Maintain accurate and timely completion of compliance training related to position including but not limited to Regulatory University.
- Maintain thorough knowledge and understanding of compliance and regulatory issues relating to the Business Solutions function (i.e. Bank Secrecy Act, Regulation CC, E, DD, P, OFAC, etc.) evidenced by appropriate application of these regulations in day-to-day operations.
Requirements You've Got This: - Bachelor's degree in a business-related field or equivalent work experience
- At least one year of Merchant Services experience in a customer facing role
- Basic math, computer and typing skills required.
- Attention to detail required.
- Ability to maintain regular and punctual attendance with flexibility to work hours as required to meet business needs.
- Must possess good judgment skills and the ability to handle confidential information.
- Strong customer relations skills and ability to communicate and work well with employees and customers in a cooperative, positive manner.
- Valid and current driver's license
You Can Do This: - Relationship Building - Ability to develop and build strong relationships with clients and internal stakeholders. Ability to influence others through informal leadership.
- Communication - Strong ability to effectively communicate (oral and written) with multiple levels of the organization (internally and externally)
- Problem Solving - Ability to identify a problems root cause and drive to resolution. Ability to escalate where appropriate and ensure follow through.
- Business Acumen-Basic understanding of the Banking industry and business environment both internally and externally.
- Other Key Competencies include: peer coaching, exceptional presentation skills, Computer skills - Word - Excel - PowerPoint - Outlook, Salesforce
What You Can Expect from Us: Our dynamic community bank is rapidly growing in Kansas City. We are dedicated to becoming a Brand of Choice through the value we bring to our associates, customers, and communities. We deliver a Legendary Experience through empowered and experienced banking professionals, disciplined processes, and forward-leaning technology. The milestones we celebrate in life- going to college, getting married, and buying a home, usually come with financial implications. At Central Bank, we have built our mission on transparent communication, simple processes and financial partnership for those important moments because life isn't a one-size-fits-all kind of journey. What you see is what you get. We are a fast moving, fun-loving, seriously smart group of people who really care about impacting the lives of others. We empower each other to make decisions, take risks, drive our business and make changes when we don't get it right. Our enthusiasm for experimenting is how we will find the next breakthrough. Whether recruiting a great team member, refining a core process, developing talent or simply looking for ways to inject some fun into the day, we bring a values-driven approach to everything we do. We look forward to getting to know you.
Physical Demands: The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Regularly required to sit; stand; walk; talk; see and hear. Regularly required to handle or feel objects, tools, or controls and reach with hands and arms. Occasionally required to stoop, kneel, or crouch. Regular travel across Retail footprint required. Frequently lift and/or move up to 25 pounds. Occasionally lift and/or move up to 50 pounds. Specific vision abilities include close vision, distance vision, color vision, peripheral vision, depth perception, and the ability to adjust focus.
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