Merchant Services Coordinator

Primary Purpose:

Serves as a key partner to the Merchant Service Advisor team, supporting new business onboarding and ongoing relationship management. Provides administrative and analytical support to the Director of Merchant Services.

The good-faith compensation range for this role is expected to be $52,000.00 to $65,000.00 annually based on the role, market, internal equity, and candidate qualifications.

Essential Responsibilities:

• Partners with Merchant Service Advisors to prepare, review, and process merchant services documentation, including contract details for new merchant relationships and maintenance updates for existing services.
• Assists the Director of Merchant Services with monthly reporting, data analysis and research, sales promotion materials, and other administrative or departmental initiatives as needed.
• Maintains accurate and up-to-date pipelines tracking vendor proposal requests, relationship updates, and application activity.
• Creates, updates, and maintains forms and documents using Adobe Acrobat/PDF tools.
• Coordinates the delivery and processing of maintenance and update documentation for merchant members.
• Assists with scheduling meetings and preparing PowerPoint presentations, proposals, and other sales support materials.
• Takes ownership of follow-up activities and resolution of issues escalated to the MSA, collaborating with Support and other internal departments as necessary.
• Maintains organized electronic filing and imaging of documents in accordance with established procedures.
• Manages the Request for Proposal (RFP) database and supports MSAs in the completion and submission of RFP responses.
• Conducts product research and gathers information to support sales and relationship management activities as needed.
• Participates in ongoing sales team training and professional development related to merchant services products and solutions.
• Maintains a working knowledge of applicable procedures, regulatory requirements, and industry guidelines.
• Demonstrates an understanding of operational risks and associated controls and processes.
• Complies with all applicable federal laws, rules, and regulations, including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Performs other duties and special projects as assigned.

Minimum Required Skills & Competencies:

• Strong skillset in Excel for report generation
• Proficient in the use of MS Office; Microsoft Word, PowerPoint and Outlook
• Proficient in the use of Canva or a similar system
• Associate's degree and/or relevant work experience
• Detail oriented with strong time management skills
• Ability to work independently and well under pressure

Desired Skills & Competencies:

• Previous experience in Merchant Services
• Previous experience in Banking
• Previous experience with SharePoint
• Previous experience with Canva
• Previous experience with Docusign or similar system
• Previous experience or knowledge of Power BI
• Experience collaborating with multiple departments
• Experience supporting a sales team

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.
• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.