Small Business Sales Representative
EverCommerce
FI Solutions Specialist II, Client Support, Banking
Pathward
contract
Posted on:
Origin: • 🇺🇸 United States • Arizona, Kentucky
Visit company websiteSalary
💰 $17 - $28 per hour
Job Level
JuniorMid-Level
About the role
- Support various functions of business-to-business (B2B) clients, including responding to daily phone calls and emails within established service level agreements
- Communicates effectively with financial institution partners via calls and emails to address operational needs, resolve issues, and foster strong relationships
- Manages multiple time-sensitive tasks while identifying opportunities for recommending new products/services and cross-selling
- Utilizes internal systems such as Salesforce for logging interactions, tracking issues, and documenting trends, while providing support and training to partners/clients
- Ensures compliance with procedures for client support activities, including Customer Identification Program (CIP) processing, marketing collateral coordination, and adherence to regulatory requirements
- Other duties as assigned
Requirements
- High School Diploma or equivalent
- Typically requires a minimum of two years of related experience
- Attention to detail
- The ability to manage daily workload
- Simultaneously manage multiple time-sensitive tasks
- Strong written and verbal communication skills
- Self Sufficient and well organized with support
- Experience using internal systems such as Salesforce for logging interactions, tracking issues, and documenting trends
