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Allegiance Merchant Services - Charlotte, NC

posted 2 months ago

Full-time
Charlotte, NC
Professional, Scientific, and Technical Services

About the position

The Client Experience Specialist at Allegiance Merchant Services is a full-time role focused on providing exceptional customer service and support in the merchant service industry. This position involves resolving inquiries related to customer service, terminal support, and various financial technology products and services. The ideal candidate will be a motivated self-starter who thrives in a fast-paced environment and is dedicated to enhancing the client experience.

Responsibilities

  • Ensure accurate and timely entry of merchant applications
  • Work with the sales representative, business owner or partner to resolve pending issues
  • Identify and resolve customer service and terminal support incoming phone calls and email
  • Assist customers in setting up their Allegiance Merchant Services solutions
  • Educate merchants on products & services supported by Allegiance
  • Accurately record and track all merchant related calls into CRM and ticket management system
  • Educate merchants on online tools and other resources to optimize their business
  • Create and Update Daily/Weekly/Monthly reporting
  • Perform Outbound Calls for various campaigns and courtesy calls
  • Account Updates & Maintenance
  • Create / Maintain and Update Department SOP's
  • Assist sales team with equipment, gateway, and software installations
  • Properly track productivity and meet monthly with manager to review and discuss progress
  • Support team in maintaining SLAs for the department

Requirements

  • Bachelor's Degree preferred or comparable experience
  • Strong data entry skills
  • Excellent organizational and communication skills
  • Good technical aptitude and ability to multi-task
  • Team player with good interpersonal skills and a high degree of initiative
  • Ability to participate in rotational on-call responsibilities
  • Ability to thrive in a fast-paced, multi-tasking environment
  • Willingness to grow and expand duties and assist where needed
  • Ability to work independently and as part of a team
  • Winning attitude

Benefits

  • 401(k)
  • Health insurance
  • Opportunities for advancement
  • Paid holidays
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