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Client Relationship Specialist

2 months ago

Malvern, Arkansas, United States BM Technologies, Inc. Full time
Job Overview

Position Title: Client Success Representative

Reporting Structure: Reports to the Director of Client Support

Company Overview:

BM Technologies, Inc. (NYSE American: BMTX), previously known as BankMobile, stands as one of the leading providers of Banking-as-a-Service (BaaS) in the United States. Our focus lies in delivering accessible checking and savings accounts, personal loans, credit cards, and financial wellness solutions. We are dedicated to leveraging technology and innovation to create user-friendly products, aiming to empower millions of Americans with a more affordable and transparent banking experience. As a technology-driven entity, BM Technologies, Inc. partners with banks to provide these essential services.

Our Vision:

We strive to empower individuals financially by offering accessible, transparent, and consumer-friendly banking solutions while fostering a fun and impactful work environment.

Role Summary:

We are in search of a proactive and results-oriented Client Success Representative. This role is pivotal in addressing client inquiries, feedback, and issues, with the primary objective of cultivating positive client experiences and strengthening the partnership between BMTX and its clients.

Key Responsibilities:

  • Independently manage tasks while fostering collaborative relationships with team members.
  • Exhibit excellent research capabilities and possess a foundational understanding of banking regulations.
  • Demonstrate superior knowledge retention and the ability to apply insights across various aspects of the role.

Preferred Qualifications:

  • At least one year of experience with BMAS systems.
  • A minimum of one year of familiarity with Refund Disbursement Processes.
  • Experience with SFTP File Transfer.

Essential Skills:

  • Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
  • Strong critical thinking abilities.
  • Exceptional customer service skills.
  • Clear and effective written and verbal communication skills.

BM Technologies, Inc. is committed to providing equal employment opportunities to qualified candidates without regard to race, color, religion, national origin, sex/gender, sexual orientation, gender identity, protected veteran status, or disability.