Client Success Representative

Job Title: Client Success Representative

Reporting to: Director, Client Support

About Us:

BM Technologies, Inc. (NYSE American: BMTX) – formerly known as BankMobile – is among the largest Banking-as-a-Service (BaaS) providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience. BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its partner bank. More information can be found at www.bmtx.com.

Our Mission:

We are on a mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience. And we are passionate about having fun while making an impact!

Overview:

BMTX is seeking a motivated and results-driven Client Success Representative who would be responsible for handling client questions, comments, and concerns. The applicant’s ultimate goal is to provide positive experiences, enhancing the relationship between BMTX and the client.

To be successful in this role, you should possess the following abilities:

  • Work independently to complete tasks while maintaining a good working relationship with fellow colleagues
  • Excellent Research Skills and working knowledge of basic banking regulations
  • Superior knowledge retention and ability to apply knowledge to different avenues of the work environment

Ideal Skills

  • Minimum of 1-year BMAS system knowledge
  • Minimum of 1-year knowledge of Refund Disbursement Processes
  • SFTP File Transfer experience

Required Experience/ Qualifications:

  • Proficient in Microsoft Office (Excel, Word, Outlook)
  • Critical Thinking Skills
  • Customer Service Skills
  • Clear written and verbal skills

BMTX will provide consideration for employment to qualified applicants without regard to their race, color, religion, national origin, sex/ gender, sexual orientation, gender identity, protected veteran status or disability.

About the company

About BM Technologies, Inc. (BMTX):

BM Technologies, Inc. (NYSE American:BMTX) – formerly known as BankMobile – is among the largest Banking-as-a-Service (BaaS) providers in the country, providing access to checking and savings accounts, personal loans, credit cards, and financial wellness. It is focused on technology, innovation, easy-to-use products, and education with the mission to financially empower millions of Americans by providing a more affordable, transparent, and consumer-friendly banking experience. BM Technologies, Inc. is a technology company and is not a bank, which means it provides banking services through its partner bank. More information can be found at www.bmtx.com.

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