Job Description
The Activation / Retention Specialist is the in-field strategic face of Elavon to the client, representing the BMO business channel. They are responsible for activating merchant accounts and assisting with retention by engaging with clients and providing data analysis, industry education, presentation of performance and recommending action to improve efficiencies.
Location Expectations : This is a remote role. There's an in-field expectation of 4 or more days per week with the remaining day(s) spent reviewing customer lists and scheduling appointments. Recommended locations include Anaheim, Covina, and Fullerton CA. The ability to drive to business owners' locations in Southern California is essential.
Basic Qualifications : Associate's degree, or equivalent work experience. Typically, two or more years of client management experience in payments industry.
Preferred Skills / Experience : Very proficient with technology. Ability to train others on equipment features and functionality. Ability to manage multiple tasks / projects and deadlines simultaneously. Ability to identify and resolve exceptions and to interpret data. Proven customer service / relations skills. Proficient computer navigation skills using a variety of software packages including Microsoft Office applications. Strong presentation, interpersonal, verbal and written communication skills.
Benefits : Our approach to benefits and total rewards considers our team members' whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following (some may vary based on role, location or hours) :
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.
Retention Specialist • Anaheim, CA, US