Job Responsibilities
- Proactively reach out to clients to obtain necessary information/documentation to complete digital onboarding application
- Serve as the main point of contact for clients during the onboarding phase, until WKO CAU or Credit Ops, have decision the application
- Coordinate with Sales Team to offer North American Platform/Global products if Janus is not a compatible platform
- Work closely with internal teams, WKO CAU, Credit Ops, Sales, Product and Customer Experience to ensure smooth client onboarding and promote processes improvements.
- Protects the firm by following sound risk management protocols and adhering to regulatory requirements
Required qualifications, capabilities, and skills
- Strong knowledge of the merchant services industry, products and services and diverse types of businesses, industries, markets, financial and economic concepts.
- Strong analytical and problem-solving skills.
- Proven cross-functional partnership and resourcefulness to solve customer needs.
- Strong interpersonal and communication skills, with a client-first mindset.
- Ability to manage multiple clients and projects simultaneously while maintaining attention to detail.
- Self-motivated with the ability to work independently and as part of a collaborative team.
- Ability to understand client needs and deliver exceptional service.
- High Level of integrity and professionalism, and compliance with established controls and regulations.
Preferred qualifications, capabilities, and skills
- 5+ years payments industry or relevant experience.
- Strong analytical and research skills as it relates to problem solving and solutions delivery.
- Extensive knowledge of functional discipline with proven track record of successful relationship management experience