Merchant Services Specialist — Client Support & Treasury

Tri City National Bank; West Allis (WI); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

401(k) with company match

Tuition reimbursement

Medical, dental, and vision coverage

Paid vacation and more!

Job summary

Tri City National Bank in West Allis, WI, seeks a Merchant Services & Treasury Management professional to deliver exceptional client service and cross-sell treasury solutions. You will support cash management discussions, identify client needs, and collaborate with internal teams and vendors to ensure successful implementations.

The role requires banking experience, CRM proficiency, and a strong focus on compliance, accuracy, and customer satisfaction.

Qualifications

• Associate’s or Bachelor’s degree preferred; equivalent experience in banking, treasury management, merchant services, or related financial services may be considered.
• 3-5 years of banking, treasury management, merchant services, or related financial services experience.
• Strong knowledge of Cash Management products and services, including Business Online Banking, Mobile Banking, Remote Deposit Capture, ACH, Bill Pay, Positive Pay, and Wire Transfers.
• Proven experience managing client relationships and utilizing CRM systems.

Responsibilities

• Provide extraordinary service to merchants onsite, via calls, email, or chat.
• Provide extraordinary service and sales support to agents and partners.
• Respond to incoming customer requests quickly, proficiently, and professionally while meeting specific quality expectations.
• Answer merchant questions and resolve customer support issues related to billing, account management, and troubleshooting.
• Assist with the installation of equipment and services for merchants.
• Establish and maintain client relationships by setting up, servicing, and supporting merchant services products and solutions.
• Handle client issues by providing timely information and options for resolution, ensuring prompt and appropriate responses to reasonable requests.
• Develop and maintain client relationships, identify client requirements, and recommend appropriate solutions.
• Respond to customer inquiries regarding merchant services products, services, and credit card processing activities.
• Maintain up-to-date knowledge of merchant services products, services, pricing, and industry trends.
• Thoroughly document client interactions and work performed using applicable ticketing and tracking systems.
• Collaborate with internal teams and third-party vendors to support service delivery, issue resolution, and implementation activities.
• Identify opportunities to improve and streamline service delivery for greater efficiency and client satisfaction.
• Maintain knowledge of all regulatory and compliance requirements related to company policies and procedures.

Skills

Customer service

CRM systems

Verbal & written communication

Analytical problem-solving

MS Office

Cash management knowledge

Relationship management

Bilingual Spanish

Travel to client locations

Education

Bachelor’s degree in Banking/Finance or related field

3–5 years banking/treasury/merchant services experience

Tools

CRM software

Microsoft Office

Job description

Tri City National Bank in West Allis, WI, seeks a Merchant Services & Treasury Management professional to deliver exceptional client service and cross-sell treasury solutions. You will support cash management discussions, identify client needs, and collaborate with internal teams and vendors to ensure successful implementations.

The role requires banking experience, CRM proficiency, and a strong focus on compliance, accuracy, and customer satisfaction.