Researches, analyzes, and resolves transaction requests from distribution service providers and internal clients. Escalates priority issues, recommends process improvements, maintains current policy and system knowledge, and supports customer, merchant, and departmental relationships. The role requires strong judgment, organization, communication, computer skills, and attention to detail. It involves frequent computer work, extended hours as needed, and in-office work three days per week.
DUTIES AND TASKS/ESSENTIAL FUNCTIONS
- Researches, analyzes, and resolves a wide range of transaction request from DSPs and internal clients with varying complexity.
- Exercises judgment and discretion with respect to client relations and problem resolutions.
- Provides recommendations to Management to improve quality, productivity, morale, and communication within their team to ultimately improve the level of service provided to our customers.
- Identifies and escalates priority issues, redirecting problems to appropriate resource(s) as needed.
- Stays current with policies, procedures and system information, including changes and updates.
- Performs other duties as assigned.
COMPETENCIES
- Makes timely, informed decisions that consider the facts, goals, constraints, and risks
- Manages own time, priorities, and resources to achieve goals; maintains composure in highly stressful or adverse situations; and adapts to changing business needs, conditions, and work responsibilities
- Diligently attends to details and pursues quality in accomplishing tasks; compares observations or finished work to what is expected to find and resolve inconsistencies.
- Maintains good working relationships with customers, merchants and other departments or units and ensures timely and satisfactory resolution to their requests.
- Maintains effectiveness when experiencing major changes in personal work tasks or work environment; adjusts effectively to work within new work structures, processes, requirements or cultures.
- Adheres to all workplace regulations, standards, and practices in a positive manner.
CONDITIONS
- Frequent and continuous computer work; frequent sitting; and frequent use of the computer, calculator, and other office-related equipment.
- Availability to work extended hours as required to run the department.
- In-office presence required three days a week.
- Pre-employment background and drug tests are required.
- Proven ability to analyze processes and identify opportunities to improve leveraging technology or traditional process improvement methodologies
- Strong interpersonal skills, including the ability to easily engage others in dialogue, convey sincere interest in building/deepening relationships, and demonstrate a commitment to providing personalized service
- Proficiency in computer skills and professional programs (Microsoft Office and other relevant software computer applications and equipment)
- Strong organizational skills including the ability to manage multiple responsibilities, prioritize and delegate while delivering results
- High school graduate or equivalent required.
- Prior experience within the Banking Services/Disbursement Operations department preferred.
Similar Jobs
Artificial Intelligence • Cloud • Computer Vision • Hardware • Internet of Things • Software
Sell Samsara IoT solutions to mid-market Canadian customers ($20k–$100k deals). Manage full sales cycle including prospecting, POCs, trials, multi-stakeholder negotiations, pricing, and executive-level selling to achieve quota.
Top Skills:
Salesforce (Sfdc)
Cloud • Fintech • Food • Information Technology • Software • Hospitality
Field-based SMB sales role responsible for prospecting and managing the full sales cycle to sign up restaurants in the Tri-Cities. Conduct demos, develop customized solutions, self-source leads, use Salesforce to manage activities, collaborate with internal teams for delivery, and position Toast competitively to meet and exceed revenue goals.
Top Skills:
Salesforce
Food • Software
Own ChowNow’s business development function by identifying, evaluating, negotiating, and launching strategic partnerships. Build scalable partner frameworks, source revenue and customer acquisition opportunities, manage partner relationships, evaluate new markets, and align initiatives with sales, product, marketing, finance, legal, and engineering teams. The role requires technical fluency with APIs, commercial modeling, negotiation, and periodic travel to conferences, partner locations, and company headquarters.
Top Skills:
APIsPos Integrations
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute



.png)