About the role
The Merchant Services Retention Specialist retains and expands relationships by advising Merchant Services customers on pricing, on boarding, equipment/billing set-up and any other request the customer presents. The role also contacts inactive merchants in an effort to reestablish the relationship and reactive the account.
Depth & Scope:
Establishes and maintains strong business relationships with Merchant Services customers, exchanges information and ensures high quality customer service is provided
Maintains contact with existing relationships to reduce merchant attrition
Promotes Merchant Services by responding to customer inquiries within our Service Level Agreement
Initiates calls based on portfolio's that are at risk for leaving the bank to ensure retention of account
Provides superior service exceeding expectations on every contact
Follows-up on retention leads to reduce attrition
Consistently follows established processes and procedures
Promotes the business by preventing account attrition through due diligence in decision making when re-negotiating the pricing and profitability of franchise-able banking customers
Ensures new sales acquired contribute positively to the overall net income of our organization
Education & Experience:
High School diploma or equivalent
Strong knowledge of merchant industry, products and services, including electronic payment processing practices
Relationship management, sales and negotiation skills preferred
Experience evaluating financial data and merchant processing statement activity preferred
Demonstrated attention to detail and strong analytical ability
Excellent communication skills, including strong writing ability
Strong PC skills, including experience with on-line and third party reporting systems
Preferred Qualifications:
Merchant Services or Small Business Specialist experience preferred
Fivserv experience
About the company
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.