Merchant Services Operations & Analytics 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

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.