Account Specialist - Commercial Card

Commerce Bank-posted 3 months ago
$23 - $26/Yr
Full-time • Entry Level
Hybrid • Kansas City, MO
1,001-5,000 employees
Credit Intermediation and Related Activities
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The Account Specialist's primary focus is client support. Responsibilities include data management/cleanup, troubleshooting, vendor file submission, spend file analysis and updates. They partner with internal teams to support client needs and ensure satisfaction. The Account Specialist works closely with Account Management to understand client-specific strategies and work as a team to achieve established goals and initiatives.

  • Provide quality day-to-day support functions associated with proactive account service, relationship growth, and retention
  • Troubleshoot systems, manage data, perform quality problem resolution and participate in client meetings
  • Partner with internal teams and act as an expert or liaison to the systems that maintain customer data and workflows
  • Serve as the customer's first escalation point for daily questions or issues and complete edits to some customer data elements
  • Maintain data integrity for clients by reviewing, analyzing, and ensuring the accuracy of data migration from entry point onward
  • Perform other duties as assigned
  • Basic knowledge of account systems
  • Strong customer service, problem solving and analytical skills
  • Motivated and organized self-starter with strong attention to detail and the ability to manage multiple priorities
  • Inquisitive, agile, and strong team player with excellent written, verbal, and interpersonal communication skills
  • Ability to remain adaptable and resilient to all situations with an optimistic outlook and cast a positive shadow that is aligned with our culture and Core Values
  • Intermediate level proficiency with Microsoft Word, Excel, Teams, and Outlook
  • Bachelor's degree or equivalent combination of education and experience required
  • 2+ years client support experience required
  • Experience with case/ticketing/CRM systems preferred
  • Employer sponsored health, dental, and vision insurance
  • 401(k)
  • Life insurance
  • Paid vacation
  • Paid personal time
  • Career development
  • Education assistance
  • Voluntary supplemental benefits
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