Onboarding Representative

Shamrock Trading Corporation • Overland Park, KS

19h • Onsite

About The Position

RTS Financial is looking for an Onboarding Representative to join the Sales and Operations team. This role is responsible for setting up new client accounts while acting as an interdepartmental liaison to ensure processed information is accurate and meets company standards. This position reports directly to the Onboarding Supervisor.

Requirements

• Strong customer relations ability/experience with analytical and technical skills. Detail oriented and able to use critical thinking to determine a larger issue
• Computer literate in Microsoft Office, basic knowledge and understanding of PC applications. Data entry skills and experience
• Effective verbal, written and interpersonal communication skills
• Demonstrated organizational and prioritization skills to meet deadlines and communicate results
• Ability to work in a team environment

Responsibilities

• Provide excellent customer service by efficiently and accurately constructing client accounts in Cadence, while utilizing CRM and client-provided documents to identify potential red flags
• Improve customer experience by ensuring quick funding and a seamless transition from Sales to Operations
• Setup new bank accounts, fuel cards, and bank changes
• Execute rate changes and other contractual terms with complete accuracy, attention to detail and compliance with legal regulations
• Monitor Documentation inbox and process requests in a timely manner
• Monitor Needed-to-Fund task report, New Account Setup chat, and Procover notes – update opportunities in CRM and Cadence accounts as needed
• Work closely with Buyout and Transition teams to ensure proper communication and flow of accounts
• Set up MRA tables
• Other duties as assigned, such as: Working in the Returning Clients Queue Monitoring CONE tasks
• Display a sense of urgency and engagement while maintaining flexibility and a positive/team player attitude
• Provide quality internal service to other departments including Sales, Legal, Accounting, and Operations
• Maintain excellent working relationships with other departments and members of the team
• Take initiative in pursuing additional responsibilities and training to develop knowledge of internal operations and the industry

Benefits

• Training and Development: Ongoing training and professional development opportunities, and a LEAD Program for aspiring leaders
• Medical: Fully paid healthcare, dental and vision premiums for employees and eligible dependents, and gym benefits
• Financial: One-time sign-on bonus, generous company 401(k) contributions and employee stock ownership after one year
• Work-Life Balance: Competitive PTO and work-from-home opportunities after an introductory period

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed