Account Manager – K-12 Financial Management

📋 Description

• Establish and nurture relationships with institutional contacts by ensuring a high level of availability and proactively engaging with institutions.

• Offer direction and support to both new and existing institution contacts regarding all NBS products and services.

• Deliver training on products, processes, and procedures to institutions.

• Provide outstanding customer service while managing multiple tasks daily through telephone, chat, fax, email, or formal written correspondence.

• Handle a high volume of phone calls and/or chats from various regions across the country.

• Set up and maintain institution profile information, terms, and related marketing sites.

• Promote the increased utilization of various NBS products and technical services; troubleshoot issues and provide solutions.

• Foster open communication with the sales team and other internal contacts regarding updates on existing institutions and new institution leads.

• Report activities to the team leader.

• Engage in special projects or committees and perform other related duties as assigned by the team leader.

⛳️ Requirements

• Bachelor's degree in a related field or equivalent experience.

• Preferred experience in banking or customer service.

• Highly desirable previous experience in education (e.g., teaching, school district, or student services).

• Strong interpersonal and communication skills to interact effectively with customers in a professional manner.

• Ability to work collaboratively as a team player and build strong relationships with colleagues.

• Detail-oriented with exceptional prioritization, organization, and time management skills.

• Capability to multitask and complete projects under tight deadlines and in high-pressure situations.

• Strong analytical and problem-solving abilities.

• General knowledge of NBS products, along with an understanding of other areas and products within the company.

• Proficient in general computer skills, including Microsoft Office applications, email, internet, and CRM systems.

• Understanding the specific needs of educational institutions is advantageous.

🏝️ Benefits

• Medical.

• Dental.

• Vision.

• HSA and FSA.

• Generous earned time off.

• 401K/student loan repayment.

• Life insurance & AD&D insurance.

• Employee assistance program.

• Employee stock purchase program.

• Tuition reimbursement.

• Performance-based incentive pay.

• Short- and long-term disability.

• Robust wellness program.