Merchant Services Coordinator

Essential Responsibilities:

• Partners with MSA(s) and assumes responsibility for the accurate and complete preparation of merchant services documents including contract detail for new relationships and updates / maintenance for existing member services.

• Assists Director of Merchant Services with monthly report generation, sales promotion materials, and other requests as needed.

• Maintains pipeline of up-to-date activity from vendor on proposal requests, existing member updates and applications.

• Provides assistance with product research requests as needed.

• Reviews completed Merchant documents for accuracy and completion, delivers to Implementation team to coordinate equipment installation and company training for merchant services.

• Assists with relationship reviews of members and partners with MSA(s) to provide recommendations and enhancements for merchant opportunities.

• Coordinates delivery of updates/maintenance paperwork for existing members.

• Assists with small business new relationship opportunities as needed from MSA(s).

• Assists MSA(s) with accounts in MSA(s) absence.

• Assists in setting up meetings, preparing presentations, sales materials, detailed planner and verification of individuals and meeting times.

• Assumes responsibility for follow-up and resolutions of issues escalated to the MSA, coordinating with Support and other areas as appropriate.

• Files and images documents as appropriate.

• Maintain the Request for Proposal RFP database and assist MSA in completing RFPs.

• Participate in ongoing Sales Team education related to merchant products.

• Understanding of all applicable procedural and regulatory rules and guidelines

• Understanding of Operational risks and related controls

• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).

• Other duties as assigned.

Minimum Required Skills & Competencies:

• Strong partnership and organization skills

• Strong Verbal and Written Communication Skills

• Proficient in the use of MS Office; Microsoft Word, PowerPoint, Excel, and Outlook

• Associates Degree and/or relevant work experience

• Banking Experience

• Strong Technical / Computer Skills

• Strong Organizational and Multi-tasking skills

• Detail oriented with strong time management skills

• Ability to work independently and well under pressure

Desired Skills & Competencies:

• Previous experience in Merchant Services

• Previous experience with Power BI

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.

• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.

• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.

• Not substantially exposed to adverse environmental conditions.

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.