Onboard business members with Merchant Services and provide outstanding service and support for existing merchant members. Ensure merchant accounts are set up properly and functioning as intended. Provide support via phone and email for merchant services questions from team members and business members. Duties and Responsibilities: Sell merchant services to business members from incoming leads and phone calls as needed. Answer team member questions on merchant services or existing merchant accounts. Respond to tickets created for Risk Analyst review on merchant accounts and work with the member to obtain any requested information for review. Assist members with questions or issues they have with their Merchant Services account, as well as any requested changes to the account. Assist Merchant Services team with preparation of merchant proposal packages for prospective accounts. Assist with updating policies and procedures. Assist with merchant account review and periodic follow up with merchant members. Maintain in-depth product knowledge on all aspects of Merchant Services including products, Software as a Service (SaaS) plans, payment gateways, monthly fees, product cost, First Data Meta Bank Credit Policy/Unqualified Business, statement analysis and rate review. Maintain a basic understanding of new business account requirements and products and services. Complete reports on overall productivity for the Merchant Services department Provide support for projects or changes that will impact the Credit Union’s business members. Other duties as assigned.
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Job Type
Full-time
Career Level
Entry Level
Number of Employees
1,001-5,000 employees