Sr Client Service Specialist, Merchant Servicing
About The Position
The Senior Client Service Specialist is is responsible for handling various escalated and complex requests surrounding the day to day servicing of clients (Payments, Embedded Banking, Healthcare, Issuing). The Senior Client Service Specialist will handle escalated client requests or concerns to include conversations with the client, document detail in bank complaint tracking system and presenting root cause findings to leadership for improvement of overall experience with the customer. They will assist with client conversions and implementations, updating equipment, rate reviews and be the escalation point for Relationship Managers, as appropriate, and provide overall support business as needed.
Requirements
- Minimum 5 + years in financial services
- Experience in client escalation management
- Experience at an acquiring bank/acquirer/ merchant services, direct working experience or understanding from banking of merchant services
- Strong analytical skills. Excellent problem solving and quantitative skills.
- Strong internal and external communication skills.
- Organizational skills, including ability to prioritize work.
- Must be able to handle fast paced, ever changing work environment.
- Excellent time management skills.
- Attention to detail.
- A team player with proven ability to build strong collaborative relationships with internal partners.
- Dedicated to exceeding the expectations of clients.
- Ability to identify inefficient processes, recommend solutions.
- An ability to change, influence others, and foster teamwork.
- Proficiency with PCs and standard Microsoft Office software.
Nice To Haves
- Experience in Healthcare vendor services (i.e.. Guidehouse, Revspring, RMS, Zelis Payments, Etc.)
- Card issuing
- Experience with Payments / Embedded Banking, direct working experience or understanding
Responsibilities
- Support client acquisition, cross-sell, and/or retention initiatives through providing tracking information as well as insights based on client escalation analysis.
- Handle, resolve and track all client escalations determining root cause and reporting issues to manager to prevent future issues.
- Review daily security (PTS, funds held) reporting from processing vendor. Provide bank reference as appropriate and work with leadership as needed to approve release of funds and ticket limit increases.
- Partner effectively with internal partners to validate success of processing relationship and provide process improvement guidance to enhance efficiencies to leadership.
- Handle client service requests with efficiency and accuracy keeping the client’s needs in mind.
- Review and analyze and action daily call reporting from vendor to verify procedures are being followed and clients’ needs were met, additional outreach to the client, if appropriate.
- Speak with clients to assist with escalated issues to determine best next steps for client and resolve client issues. Includes tracking and reporting on root causes to manager. Document escalated issues in bank complaint tracking system.
- Assist with equipment training and implementation for clients that have escalated through processing partner or internal partner.
- Be point of escalation for Relationship Managers.
- Handle communication around lease declinations, buy backs, DDA changes and managed client engagement to ensure merchant contacts vendor directly.
- Create and deliver ad hoc report as requested and appropriate.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
