Description

The Client Account Manager is responsible for overall management of assigned client accounts and taking a leadership role in developing mutually beneficial working relationships, achieving account growth, and furthering the success of both the client's and Cass' business through system enhancements, process improvements, and training to facilitate the client's full utilization of Cass services and products. Provides clear direction to all internal staff concerning client processes. Offers guidance to customer service representatives regarding day-to-day client needs and inquiries.

PRINCIPAL RESPONSIBILITIES AND DUTIES:

Independently manage all of the service activities with our largest customers and communicate verbally and in writing such that an authoritative relationship is developed.

Possess a thorough understanding of all of the services and tools that Cass provides for the purpose of communication and demonstrating them to our customers and making recommendations to improve processing efficiency and quality.

Demonstrate the ability to coordinate the assignment and management of customer priorities.

Thoroughly analyze issues and requests including technical changes to processing systems and clearly communicate solutions to customers.

Creates and maintains a detailed project log to track system enhancements and account related process improvement activities.

Ensure the successful delivery of new solutions according to customer needs and objectives.

Keep superior, appropriate internal resources, and customers informed of significant issues on a timely basis.

Act as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management.

Share knowledge of duties and clients with fellow employees. Help train and mentor fellow employees.

Other duties as assigned.

KNOWLEDGE AND MINIMUM REQUIREMENTS:

Strong, well-developed interpersonal skills in order to maximize client responsiveness and develop a working relationship with current clients as well as the ability to work effectively with other departments of Cass and the client's organization.

A high level of analytical skills to process client inquiries, evaluate client requests and procedures and implement as appropriate, and to understand the client's operational and data processing systems, etc., in order to meet client needs in a way mutually beneficial to both client and Cass.

Solid organizational skills including attention to detail and multi-tasking skills with a proven ability to drive projects forward.

Proficient in Microsoft Office suite with focus on Excel (pivot tables/VLookups).

General SQL knowledge.

A strong ability to communicate effectively, both written and verbally at all levels.

Ability to travel up to 25%.

A technical level of knowledge normally acquired through completion of a bachelor's degree in business administration, data processing or related area or equivalent experience.

2 years of progressively complex systems experience in a technical or customer service environment.

Customer relations experience in a technical service environment with progressive responsibilities in managing dedicated accounts.

APPLICATION PROCESS:

You can directly apply through Cass's website at https://www.cassinfo.com/careers. Please apply directly to this position via the "Apply" button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process.

ABOUT OUR COMPANY:

Cass Information Systems, Inc. is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities and other operations. Disbursing over $80 billion annually on behalf of clients, and with total assets in excess of $2.4 billion, Cass is uniquely supported by Cass Commercial Bank. Cass is part of the Russell 2000®.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

Cass Information Systems, Inc.

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