Cards & BaaS Associate, Cross River

• Knowledge of customer service or customer relationship management
• Business administration experience or business focused degree
• Strong analytical experience/skills
• Tech savvy and able to demonstrate adaptability to different types of systems
• Demonstrated ability to achieve high performance goals and meet deadlines with minimal supervision
• Ability to multitask without getting overwhelmed
• Extreme resourcefulness and excellent communication skills
• A learner’s mindset and the ability to pick up new information quickly
• A genuine excitement for solving client’s problems
• Excellent video/phone manner and presentation skills and able to productively facilitate meetings

Desirable

• We're looking for a motivated self-starter who can work in a fast-paced environment to support the strategic partnerships management team. You will hit the ground running helping the team drive key relationships. You will be asked to wear many hats.
• You will need to learn our business and ecosystems as well as our partners. Your technical and analytical, decision-making and interactive skills will be put to task; you will need to handle vague and nuanced situations. You will be part of the front line to our Fintech/Card/BaaS business
• Be part of the frontline for our Cards/BaaS partners
• Review and resolve high level inquiries
• Route and engage designated stakeholders on more complex inquiries/requests
• Manage the relationship management knowledge base – helping maintain documentation regarding various projects, processes and operations up to date
• Manage the CRM system and keep client data up to date
• Deliver quarterly business review reports (QBR)
• Generate and deliver reports from data analysis and discover insights and opportunities
• Support regulatory activities to ensure ongoing compliance
• Advocate for our clients within the firm; liaise with other departments to resolve issues, implement changes, and integrate technology