Merchant Services Account Specialist- Spanish Preferred

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.

Qualifications:

Bachelor's Degree or equivalent experience. 0-5 years’ relevant experience. Ability to effectively work and communication within the organization and with business members. Ability to always maintain the confidentiality of the Credit Union and member records.

Performance Standard:

Must take pride in department, always meeting and exceeding business member's expectations. Must be professional and courteous in communication. Ability to work under pressure and organize tasks for optimal performance. Excellent communication, relationship building and sales skills.

Physical Requirements: 

• Perform tasks requiring manual dexterity (processing paperwork, filing, stapling, sorting, collating, typing, counting cash, etc.).


• Sit for extended periods of time. 


• Lift 20-40 pounds of applicable supplies including but not limited to copy paper, cash drawers, marketing material, etc.


• Repetitive motion using wrists, hands, and fingers.


• Reach keyboards.


• Ability to operate basic office machines (calculator, computer, telephone, copy machine, fax machine, etc.).

This role offers benefits, including:

• Competitive Pay


• Medical, Dental, & Vision Insurance


• Generous Paid Time Off


• Paid Holidays


• Matching 401K AND Pension


• Tuition Reimbursement


• Employee Assistance Program


• Employee Wellness Program


• Paid Group Life and Disability Insurance


• Awesome Culture


• And More

The above statements reflect the general details considered necessary to describe the essential functions of the job and should not be construed as a detailed description of all the work requirements that may be inherent of the job.

Must be eligible for membership at ICCU to obtain employment.

ICCU is an Equal Opportunity Employer. Employment decisions are made without regard to race, color, religion, national or ethnic origin, sex, age, disability, protected veteran status or other characteristics protected by law.