PARTNER SUPPORT SPECIALIST
Sunrise Banks is committed to a culture of trust and transparency that welcomes all. The Partner Support Specialist acts as the primary liaison between the bank and its clients, providing prompt professional assistance to resolve issues, answer questions, and improve satisfaction.
Responsibilities
- Act as the first point of contact to address inquiries, complaints, and requests via phone, email or chat
- Preparing program documentation, completing internal forms and assisting with client meetings. Assist in the preparation of presentations, financial statistics and client information for quarterly business reviews
- Identify, analyst, and resolve product or service issues, including guiding clients through bank processes
- Maintain accurate records of client interactions, updates, and feedback in appropriate systems and logs. Schedule meetings and maintain follow-up with clients
- Foster positive, long-term relationships to drive customer retention and satisfaction
- Provide feedback to management regarding client needs, common issues, and potential product improvements
Skills
- High school degree or GED required
- Associate's degree or equivalent administrative, sales or customer service experience
- Excellent verbal and written communication skills to articulate technical information clearly
- Technically proficient in the use of Microsoft Office, Monday.com and troubleshooting tools
- Excellent communication
- Strong problem-solving skills
- Proficiency in CRM Sales or support software
Benefits
- Medical
- Dental
- Vision
- Life
- AD&D
- STD/LTD
- FSA
- PTO
- PVTO
- PPL
- 401k w/match and more
Company Overview