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.

Location