WesPay Client Relationship Manager - WesPay - Radcliff, KY

Overview

Wes Pay Client Relationship Manager - Wes Pay

Location:

Multiple Locations. This position is hybrid, with a formalized schedule that splits time between remote and office work. Consideration for location will be Radcliff - Radcliff, KY, Frankfort Main - Frankfort, KY and Spring Street - New Albany, IN.

Market:
Louisville

Work Hours per Week: 40

• Maintain a strong awareness of customer needs, product performance, and the competitive landscape to manage current and ongoing services.
• Monitor and resolve client concerns while ensuring service delivery standards are handled in a professional and effective manner.
• Oversee due diligence documentation and setup for new business and ongoing risk monitoring for business clients, which may include site visits.
• Prepare customer proposals for review and approval.
• Maintain client visit schedule and ongoing monitoring for all clients.
• Ensure adherence to operating procedures, regulatory compliance, and information security standards.
• Develop and maintain client product training.
• Assist account holders and finance companies by responding to inquiries by phone or mail, processing stop payments, and distributing funds as requested.
• Complete monthly billing calculation and processing for clients.
• Support service provider business development and growth, including tiered support level reviews, current activity, and future growth forecasting.
• Support profitable growth across the portfolio.
• Strategic internal relationship expansion (TM and Retail).
• Acquire more service providers.
• Other duties may be assigned from time to time.

• Bachelor’s degree in a related field and 2 years of relevant experience in banking and/or at least 5 years of relevant experience in banking or project management, or an equivalent combination of education and experience.
• Sales experience; a combination of cold calling and referral-based work is preferred.

• Banking is a highly regulated industry; proficiency in the Bank's policies and procedures, and adherence to all applicable laws, rules and regulations, including maintaining compliance with the Bank Secrecy Act (BSA).
• Strong managerial, leadership, strategic planning, and decision-making skills.
• Strong analytical and interpretive skills, sound judgment and discretion.
• Excellent written and verbal communication skills, including proficiency in procedure writing and customer communication.
• Strong awareness of risk management practices.
• Knowledge of financial products and services.
• Intermediate accounting skills to ensure accuracy of customer and bank data.
• Extended hours may be required.
• Travel will be required to call on new accounts or potential customers; travel may be within or outside of the market.
• On-call as needed to resolve problems and issues.
• Critical thinker with process orientation for solving complex problems and frequent on-the-spot decision making.
• Strong sales abilities including active listening, negotiation, confidence and resilience, along with technical proficiency and product knowledge.
• Proficient with Microsoft Office (Outlook, Word, Excel, Access); advanced Excel skills are required.
• Ability to understand and utilize banking industry technology.

Full-Time

Customer Experience

Frankfort, Kentucky;
Radcliff, Kentucky;
New Albany, Indiana