Merchant Services & Onboarding Specialist

TowneBank Richmond; Charlotte (NC); Hybrid; USD 42,000 - 65,000; Full time

Job summary

TowneBank in Charlotte, NC is seeking an on-site Clerical Office/Admin professional to support merchant onboarding and training. You will serve as the escalation point for customer service, maintain product knowledge, and assist with third-party software installation and integration.

Responsibilities include handling merchant data, documentation, and inquiries, providing timely, empathetic support, and ensuring smooth onboarding and issue resolution in a fast-paced banking environment.

Qualifications

• 3+ years of banking experience.
• Bachelor’s degree preferred.
• Strong communication and customer-service skills.
• Proficiency with MS Office applications and email tools.

Responsibilities

• Provide implementation and training support to merchants.
• Escalate customer service issues and resolve onboarding challenges.
• Maintain deep product knowledge and assist with third-party software onboarding.
• Install and configure merchant terminals and provide on-site training.
• Manage merchant data, documentation, and inquiries with accuracy.

Skills

Banking experience

Customer service

Communication skills

Attention to detail

Problem solving

Education

Bachelor’s Degree

Tools

Excel

Word

PowerPoint

Adobe

Outlook

Job description

TowneBank in Charlotte, NC is seeking an on-site Clerical Office/Admin professional to support merchant onboarding and training. You will serve as the escalation point for customer service, maintain product knowledge, and assist with third-party software installation and integration.

Responsibilities include handling merchant data, documentation, and inquiries, providing timely, empathetic support, and ensuring smooth onboarding and issue resolution in a fast-paced banking environment.