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Merchant Account Onboarding Coordinator

2 months ago

Canton, Ohio, United States i3 Verticals Healthcare Full time

JOB TITLE: On-Boarding Specialist

DEPARTMENT: i3 Education

SUMMARY OF POSITION

The On-Boarding Specialist plays a vital role within our payment processing division. This position focuses on collecting essential information and initiating the onboarding procedures for new merchant accounts in payment processing. The ideal candidate should possess experience in software support or relevant industry expertise.

DUTIES & RESPONSIBILITIES

  • Deliver exceptional support quality to our clients, adopting a customer-first mindset.
  • Engage in effective communication with clients through various channels.
  • Maintain high availability to provide prompt and precise responses to inquiries.
  • Address requests from clients, business partners, and internal teams in a timely manner.
  • Utilize phone, email, and remote access to collect necessary data for the merchant onboarding process.
  • Exhibit proficiency and accuracy in data entry tasks.
  • Perform additional responsibilities as assigned by the reporting Manager.

DESIRED SKILLS

  • Strong written and verbal communication skills, along with proficient typing abilities.
  • Highly organized with attention to detail.
  • Exceptional customer service skills.
  • Comfortable working with computers and familiar with Microsoft Office applications.
  • Positive demeanor and eagerness to learn.
  • Contribute positively to a collaborative team environment.

DISTINGUISHING FEATURES

This role involves providing support to clients during the onboarding of new merchant accounts for our payment processing solutions. The On-Boarding Specialist assists clients from a user-centric perspective, ensuring that the onboarding process meets the needs of the merchant accounts. A friendly, professional, and courteous approach is essential to foster a positive customer experience.

EDUCATION & EXPERIENCE

A high school diploma or GED is required, while a Bachelor's degree from an accredited institution is preferred.