Policy Processing Clerk jobs in San Antonio, TX

Summary

Maintain a positive work atmosphere by behaving and communicating in a manner consistent with the mission, vision and values of the organization. Develop and maintain bank relationship to obtain leads for sales. Develop new business by contacting businesses outside the banking relationship via phone and face to face.

Duties & Responsibilities

Essential Functions

• Obtain merchant statements from prospective clients, determine merchant card services needs and prepare proposals to sell services that address these needs.
• Contact prospective customers to present information and explain available services via phone and face to face.
• Sell services or equipment, such as credit and debit card services and processing terminals.
• Turn in all reporting (daily, weekly, and monthly) on time.
• Develop prospects from current commercial customers, referral leads, or sales or trade meetings.
• Review business trends to advise customers regarding expected fluctuations.
• Evaluate costs and revenue of agreements to determine continued profitability.

Additional Responsibilities

• Build and maintain positive relationships. Only make promises our Operations team and products can keep.
• Assess Risk. Research, monitor, and advise management of client risk and/or issues, facts and opinions when opening an account. No half-truths are allowed. If there is any indication that an account that you are aware of could be a risk to the company financially for fraud, chargeback or other reasons, you are responsible for letting Management know
• Make every attempt to save accounts that have communicated dissatisfaction or are changing for any reason.
• Assist with marketing efforts when needed, such as mailings to prospects.

Requirements

Education & Experience

• High School Graduate or General Education Degree (GED) : Required
• Bachelor's Degree (four year college or technical school): or Work Equivalent
• Minimum 3 years experience selling, opening new accounts and relationship management via phone and face to face
• Strong Communication Skills Required
• Working and/or selling within a service based business
• Bilingual preferred

BASYS provides direct credit and debit card processing solutions for businesses across the country. We treat our team, clients, and vendors like people, not numbers. BASYS is proud to maintain a 90% customer retention rate of clients that continue to process, in an industry where retention rates often average closer to 70 to 75%. We feel that this is a perfect example of how our customer oriented business model sets us apart.

BASYS is an equal opportunity employer