Merchant Services Coordinator

TowneBank; Suffolk (VA); On-site; USD 52,000 - 65,000; Full time

Job summary

TowneBank in Suffolk, VA is seeking a Merchant Services Administrative Specialist to support onboarding and ongoing relationship management. You will provide administrative and analytical support to the Director of Merchant Services and assist with documentation, reporting, and presentations.

Responsibilities include maintaining pipelines, coordinating forms via PDF tools, and ensuring compliance with AML/BSA while collaborating with multiple departments in a sales-driven environment.

Qualifications

• Associate's degree required or equivalent work experience.
• Strong Excel skills for report generation.
• Proficient in MS Office: Word, PowerPoint and Outlook.
• Detail oriented with strong time management skills.
• Ability to work independently and under pressure.
• Experience with Canva or similar design tool preferred.

Responsibilities

• Partner with Merchant Service Advisors to prepare, review, and process merchant services documentation.
• Assist the Director of Merchant Services with monthly reporting, data analysis and sales materials.
• Maintain pipelines tracking vendor proposals, relationship updates, and application activity.
• Create, update, and maintain forms and documents using Adobe Acrobat/PDF tools.
• Coordinate the delivery and processing of maintenance documentation for merchant members.
• Assist with scheduling meetings and preparing PowerPoint presentations and proposals.
• Follow up on issues escalated to the MSA and coordinate with internal teams.
• Maintain electronic filing and imaging of documents per procedures.
• Manage the RFP database and support MSAs with RFP responses.
• Conduct product research to support sales and relationship management.

Skills

Excel for reports

MS Office (Word, PowerPoint, Outlook)

Canva

Time management

Detail oriented

Independent work

Education

Associate's degree or equivalent

Tools

SharePoint

Docusign

Power BI

Canva

Adobe Acrobat / PDF tools

Job description

Description

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.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

This employer is required to notify all applicants of their rights pursuant to federal employment laws.

For further information, please review the Know Your Rights notice from the Department of Labor.