What are the responsibilities and job description for the Onboarding Specialist position at i3 Verticals?
JOB TITLE : On-Boarding Specialist
DEPARTMENT : i3 Education
JOB LOCATION : Canton OH Office
SUMMARY OF POSITION
The On-Boarding Specialist position is a key member of our payment processing team. The primary function of this position is gathering the necessary data and launching the on-boarding process of new payment processing merchant accounts. The individual should also have software support experience knowledge as outlined below or equivalent industry knowledge.
DUTIES & RESPONSIBILITIES
- Demonstrate excellent quality of support to our customers (customer first approach).
- Provide email and phone communication with customers.
- High availability to ensure timely and accurate response to all inquiries.
- Respond to requests from customers, business partners and internal co-workers in a timely manner.
- Utilizes phone, email, and remote connections to gather the necessary data for the merchant on-boarding process.
- Proficient and high level of accuracy with data entry.
- Other tasks as directed by the reporting Manager.
DESIRED SKILLS
DISTINGUISHING FEATURES
An employee in this role provides support to our customers on-boarding new merchant accounts for our payment processing solutions. This includes assisting the customers from the user’s perspective, meeting the needs of the merchant account on-boarding process. This position requires a friendly, professional, and courteous approach to ensure a positive customer experience.
EDUCATION & EXPERIENCE
A high school diploma or GED is required. Bachelor’s degree from accredited college desired.