A Client Relationship Manager manages high value client accounts for a company. Develops and maintains communication with company clients, promotes sales and services, and works to resolve problems. Accounts may be for product sales, advertising or marketing services or financial services such as banking.
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JOB FUNCTION / SUMMARY
The Merchant Services Relationship Manager 1 is the primary liaison for service escalations and Level 2 client support (inquiries and issues that have a potential material financial, compliance, and/or reputational impact to the client and/or company) including coordination of client implementations and projects, operational issue resolution, building of relationships with client contacts, and coordination of client retention activities. This position is also responsible for management, retention, and growth of the assigned portfolio of high-value merchant relationships.
ESSENTIAL DUTIES & RESPONSIBILITIES
Serves as primary point of contact for internal and external clients and various departments/divisions to resolve implementation and service issues, comply with customer requests, and respond to client inquiries; new client implementations-related escalations for Merchant Sales, Operations, and banking partners. Manage end-to-end new client implementation process, including new merchant application boarding and quality control, terminal file builds, equipment orders, welcome/activation calls, etc. Assist with maintaining a comprehensive end-to-end new client implementation model. Assist with documenting procedures for application quality assurance, account boarding, equipment ordering, client activations/training, and vendor oversight. Assist with vendor management and oversight of business vendors supporting new client implementations. Assist with maintaining a comprehensive process to effectively manage system enhancement requests and defects for Merchant Services LOB. Provides support in research and resolution of service escalations and inquiries. Serves as the primary point of contact for operational issues for clients in assigned portfolio of high-value relationships with annual merchant services revenue of up to $10,000. Ensures client satisfaction by delivering best-in-class service through effective communication, swift resolution of customer inquiries and requests, sound decision making, and problem solving. Collaborates with clients and internal stakeholders to set priorities that enable the client to achieve their goals and objectives. Develops and maintains relationships with key internal and external stakeholders and client contacts within assigned portfolio. Interface with clients to determine present and future needs and assist with developing solutions. Keeps abreast of new products/services and changes to existing products/services. Maintains comprehensive knowledge of applicable products, services, and company policies and procedures. Identifies additional opportunities to provide new/additional products, services, or other resources to client. Participates in business reviews to learn about clients' strategic direction, as well as gain a good understanding of the products and/or services FIS is offering. Performs all other related duties are assigned as needed.
Bachelor's Degree in business or related field or equivalent combination of education and experience is required 2+ years of experience in payment card processing and/or financial industry is required Proven success in customer service/managing customer relationships Excellent communication and presentation skills Excellent organizational and time management skills Self-starter, motived to achieve results with minimal amount of supervision Ability to consistently meet deadlines in a fast-paced environment Requires strong analytical and problem solving skills Requires human relations, negotiation and documentation skills Team skills, including the ability to establish and maintain effective working relationships both internally as well as externally Proficient using Microsoft Office applications (Word and Excel proficiency is required) Ability to travel if required (~10%)
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS
Ability to work under stress and meet deadlines Ability to operate related equipment to perform the essential job functions Ability to read and interpret a document if required to perform the essential job functions Ability to travel if required to perform the essential job functions Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. When you choose a career with Hancock Whitney (
Nasdaq:
HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America's strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future. Apply now. Learn more at hancockwhitney.com/ourstory
