PARTNER SUPPORT SPECIALIST

Job description

At Sunrise Banks we are committed to a culture of trust and transparency that welcomes all. POSITION SUMMARY: The Partner Support Specialist acts as the primary liaison between the bank and its clients, providing prompt professional assistance to resolve issues, answers questions, and improve satisfaction. Key responsibilities include troubleshooting technical problems, managing support tickets, updating account information, and fostering strong client relationships. This role requires excellent communication, strong problem-solving skills, and proficiency in CRM Sales or support software. ESSENTIAL FUNCTIONS: - Customer Support and Troubleshooting: Act as the first point of contact to address inquiries, complaints, and requests via phone, email or chat. - Sales Team Assistance: 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. - Technical Assistance: Identify, analyst, and resolve product or service issues, including guiding clients through bank processes. - Account Management: Maintain accurate records of client inter...