
Financial Services Specialist
2 days ago
About the Role:
We are seeking a highly skilled Financial Services Specialist to join our team. This role will involve analyzing merchant statements, preparing customized pricing documents, and maintaining accurate reference documentation.
Responsibilities:
- Analyze merchant statements to identify service needs and prepare Schedule A documents for the sales team.
- Develop and maintain partner logos.
- Track incoming statements and ensure timely turnaround.
- Provide support for detailed weekly and monthly sales management reports, including analysis and account closure reasons.
- Conduct monthly audits to ensure merchant pricing aligns with proposals.
- Maintain updated versions of PDF files.
- Perform ad hoc reporting as needed.
Requirements:
- Education: Bachelor's Degree (preferred).
- Experience: 1-3 years in an analytical role (preferred).
- Technical Skills:
- Proficiency in Microsoft Outlook, Excel, and Power BI (preferred).
- Experience with a CRM program.
- Core Competencies:
- Communication (Oral and Written): Clear, concise, and effective communication skills.
- Analytical Thinking: Ability to solve problems using critical thinking and reasoning.
- Detail Orientation: High attention to detail for accuracy in tasks.
- Decision Making: Capable of making critical decisions while adhering to company procedures.
- Organizational Skills: Systematic approach to managing tasks and responsibilities.
- Integrity: Demonstrates honesty and credibility in the workplace.
- Accountability: Takes responsibility for actions and outcomes.
Benefits:
- Premium HMO.
- Holistic employee experience.
- Permanent work from home.
- Rewards and incentives.
- Monthly engagement activities.
- Career advancement opportunities.
- Referral program.
What We Offer:
A dynamic work environment that values employee satisfaction and well-being.
Opportunities for growth and development within the organization.
A supportive team that fosters collaboration and open communication.
Competitive compensation and benefits package.
Recognition and rewards for outstanding performance.
A safe and inclusive work culture that promotes diversity and equality.
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