Senior Commercial Card Client Success Specialist

KeyBank; Mountain Home (ID); Hybrid; USD 52.000 - 80.000; Vollzeit

Zusammenfassung

KeyBank seeks a Senior Client Service Specialist to handle complex servicing for commercial card clients. You will manage inquiries, perform account maintenance, support integration projects, and coordinate training and portal customization while ensuring data security and high service levels.

The role requires deep experience in financial services or fintech, particularly with commercial card programs, and strong client-management and problem-solving abilities.

Qualifikationen

• Minimum five years in financial services or banking, or fintech experience.
• Minimum 2 years in commercial card with Commercial card platform or product experience.
• Minimum 1 year experience relationship or client management, or similar.
• Minimum 2 year customer service or customer facing experience.

Aufgaben

• Support card program inquiries from clients, internal teams, and vendor partners.
• Perform account maintenance with attention to accuracy and achievement within SLA.
• Assist with simultaneous product integration projects that may include a client training aspect.
• Effectively resolve client escalations determining root cause and reporting issues to manager to prevent future issues.
• Provide process improvement guidance to enhance efficiencies to leadership.
• Facilitate website portal training and customization options/needs.
• Safe handling and security of sensitive client data.

Kenntnisse

Process improvement

Product management

Vendor management

Issuer systems

Financial services

API knowledge

ERP systems

CRM systems

File transmission

Client escalation

Critical thinking

Communication

Time management

Cross-functional collaboration

Influence

Microsoft Office

Jobbeschreibung

KeyBank seeks a Senior Client Service Specialist to handle complex servicing for commercial card clients. You will manage inquiries, perform account maintenance, support integration projects, and coordinate training and portal customization while ensuring data security and high service levels.

The role requires deep experience in financial services or fintech, particularly with commercial card programs, and strong client-management and problem-solving abilities.