Job Description

At Sunrise Banks we are 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, 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 interactions, updates, and feedback in appropriate systems and logs. Schedule meetings and maintain follow-up with clients.
• Relationship Management: Foster positive, long-term relationships to drive customer retention and satisfaction.
• Process Improvement: Provide feedback to management regarding client needs, common issues, and potential product improvements.

KEY COLLABORATORS
Fintech Management, Client Relationship Managers, Traction team, Deposit Services, IT

SUPERVISORY RESPONSIBILITIES

None

COMPETENCIES

• Alignment w/Sunrise Core Values
• Adaptability
• Communication
• Compliance
• Dependability & Flexibility
• Initiative
• Integrity
• Judgement
• Organizational Skills
• Productivity
• Professionalism
• Quality Service
• Teamwork
• Technical /PC Skills
• Work Quality

EDUCATION & EXPERIENCE

• 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.

COMPENSATION & BENEFITS

Annual salary DOQ: $46,432 - $66,331
Benefits: Medical, Dental, Vision, Life, AD&D, STD/LTD, FSA, PTO, PVTO, PPL, 401k w/match and more. Details at www.sunrisebanks.com/about/careers/.