Activation and Retention Specialist

U.S. Bank; Myrtle Point (OR); Remote; USD 71,000 - 84,000; Full time

Job summary

A leading banking institution is seeking an Activation/Retention Specialist to represent the BMO business channel and activate merchant accounts. The ideal candidate will engage with clients and provide analysis to enhance retention strategies. This role requires strong client management skills, technology proficiency, and the ability to manage multiple tasks. A comprehensive benefits package including healthcare and retirement plans is offered.

Benefits

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement plan

Paid vacation and holidays

Adoption assistance

Qualifications

• Minimum two years of client management experience in payments industry.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Strong interpersonal and communication skills.

Responsibilities

• Activate merchant accounts and assist with retention by engaging with clients.
• Provide data analysis and industry education.
• Present performance and recommend actions to improve efficiencies.

Skills

Client management experience

Technology proficiency

Customer service skills

Presentation skills

Education

Associate's degree or equivalent work experience

Tools

Microsoft Office

Job description

Overview

At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions, enabling the communities we support to grow and succeed in the right ways, all more confidently and more often—that’s what we call the courage to thrive. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive. Try new things, learn new skills and discover what you excel at—all from Day One.

As a wholly owned subsidiary of U.S. Bank, Elavon is committed to building the platforms and ecosystems that help over 1.5 million customers around the world to achieve their financial goals—no matter what they need. From transaction processing to customer service, to driving innovation and launching new products, we’re building a range of tailored payment solutions powered by the latest technology. As part of our team, you can explore what motivates and energizes your career goals: partnering with our customers, our communities, and each other.

Job Description

The Activation/Retention Specialist is the in-field strategic face of Elavon to the client, representing the BMO business channel. They are responsible for activating merchant accounts and assisting with retention by engaging with clients and providing data analysis, industry education, presentation of performance and recommending action to improve efficiencies.

Location and travel

This is a remote role. There\'s an in-field expectation of 4 or more days per week with the remaining day(s) spent reviewing customer lists and scheduling appointments. Recommended locations include Anaheim, Covina, and Fullerton CA. The ability to drive to business owners\' locations in Southern California is essential.

Basic Qualifications

• Associate\'s degree, or equivalent work experience
• Typically, two or more years of client management experience in payments industry

Preferred Skills/Experience

• Very proficient with technology
• Ability to train others on equipment features and functionality
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to identify and resolve exceptions and to interpret data
• Proven customer service/relations skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Strong presentation, interpersonal, verbal and written communication skills

Disability accommodations

If there\’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.

Benefits

Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That\'s why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours):

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Equal Opportunity and Compliance

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.

E-Verify

U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Pay Range: $71,400.00 - $84,000.00

U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.

Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.

Posting may be closed earlier due to high volume of applicants.