Summary: The main function of an account manager is to manage the operational service and support needs for member banks and associations in a help desk environment.
Education/Experience
High School Diploma or GED required
7+ years financial services related experience required; credit/debit card experience preferred
Major Job Duties and Responsibilities
Providing information and direction for customers regarding Net services, operating rules, integrated billing, and general authorization and chargeback transaction research
Approve the resolution of customers’ service or billing complaints by authorizing activities such as exchanging merchandise, refunding money, and adjusting bills
Act as escalation point for clients/customers
Approve the referral of unresolved customer grievances to designated departments for further investigation
Review, monitor and audit records of customer interactions and transactions, recording details of inquiries, complaints, and comments, as well as actions taken
Obtain and examine all relevant information to assess validity of complaints and to determine possible causes
Solicit sale of new or additional services or products
Report on help desk activities to executive level management
Skills
Verbal and written communication skills, attention to detail, customer service skills and interpersonal skills (Required)
Strong ability to work independently and manage one’s time (Required)
Strong ability to accurately document and record customer/client information (Required)
Strong leadership and mentoring skills necessary to provide support and constructive performance feedback (Typically required)
Previous experience with computer applications, such as Microsoft Word and PowerPoint (Required)
Pay Transparency: The typical base pay for this role across the U.S. is:$ 55.00- $ 60.00/hr. Final offer amounts, within the base pay set forth above, are determined by factors including your relevant skills, education and experience and the benefits package you select. Full-time employees are eligible to select from different benefits packages. Packages may include medical, dental, and vision benefits, 10 paid days off, 401(k) plan participation, commuter benefits and life and disability insurance.
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Aditi Consulting LLC uses AI technology to engage candidates during the sourcing process. AI technology is used to gather data only and does not replace human-based decision making in employment decisions. By applying to this position, you agree to Aditi’s use of AI technology including calls from an AI Voice Recruiter.
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