Merchant Services Onboarding Specialist

M&T Bank•Amherst, MA

4d•$23 - $38

About The Position

Overview: Act as the liaison between Merchant Consultant and Operations to service the maintenance needs of existing and prospective customers with a primary focus on Business Banking and basic setups. Ensure accuracy of Merchant service setup. Receive instructions from Merchant Consultant and clients and submit the resulting work order for the setup and maintenance of Merchant products and services. Primary Responsibilities: Prepare Merchant Work Orders using the current platform systems in place and Technical Assistance Requests. Monitor and track implementation to avoid stalled or inactive implementations. Assist the Merchant Consultant with gathering additional details for the setup and maintenance of Merchant products, including but not limited to internal and external customer contact. Prepare and review Merchant agreements. Under Merchant Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures. Validate Merchant agreements for accuracy to include signature verification Coordinate and submit requests for Business Banking and basic setups.. Coordinate RM and Sales activities for required Tier II guidance lines for Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval. Ability to work with a high level of independence, under general supervision. Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate. Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area. Education and Experience Required: Associates Degree 2 years Merchant customer service experience. M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $22.61 - $37.67 Hourly (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation. Location Amherst, Massachusetts, United States of America Great companies have an enduring sense of purpose. At M&T, our purpose is a simple one: make a difference in people’s lives and uplift the communities we serve. M&T Bank Corporation is a financial holding company headquartered in Buffalo, New York. M&T’s affiliates offer advice, guidance, expertise and solutions across the entire financial spectrum, combining M&T Bank’s traditional banking services with the wealth management and institutional capabilities offered by Wilmington Trust. M&T Bank has a network of over 1,000 branches and 2,200 ATMs that span 12 states from Maine to Virginia and Washington, D.C. For more than 165 years, M&T has strived to take an active role in our communities and build long-lasting relationships with our customers. We are a bank for communities—combining the capabilities of a large bank with the care of a locally focused institution. As an employer of choice, we are proud to offer competitive benefits ranging from medical and retirement to forty hours of paid volunteer time, each year. Our core values – integrity, ownership, collaboration, curiosity, and candor – drive the work we do. We seek to further build upon our record of success by bringing in top talent and fresh skill sets while continuing to support the growth and development of all our team members. View M&T’s Human Capital Report to learn more. Ready to join our team? Submit your application today! If you are unable to apply through this site due to technical issues or need an accommodation to apply, please contact us at [email protected] for assistance. M&T Bank is unwavering when it comes to providing equal employment opportunities to all employees and applicants without regard to race, color, national origin, religion, ethnicity, sex, gender identity, age, disability, citizenship, pregnancy, veteran status, military status, marital status, sexual orientation, genetic information or any other characteristic protected under applicable federal, state or local laws. M&T Bank Corporation has policies and procedures in place to promote a drug free workplace. Career Site Privacy Notice

Requirements

Associates Degree
2 years Merchant customer service experience.

Responsibilities

Prepare Merchant Work Orders using the current platform systems in place and Technical Assistance Requests.
Monitor and track implementation to avoid stalled or inactive implementations.
Assist the Merchant Consultant with gathering additional details for the setup and maintenance of Merchant products, including but not limited to internal and external customer contact.
Prepare and review Merchant agreements.
Under Merchant Consultant direction: prepare, distribute, and collect customer legal agreements for clients’ signatures.
Validate Merchant agreements for accuracy to include signature verification Coordinate and submit requests for Business Banking and basic setups..
Coordinate RM and Sales activities for required Tier II guidance lines for Merchant products through CLAS and Business Banking Loan Processing Center (LPC) approval.
Ability to work with a high level of independence, under general supervision.
Ability to independently research and resolve issues regarding implementation, escalate issues as appropriate.
Keep abreast of product lines, internal policies and procedures, and external regulations that may impact assigned area.