PARTNER SUPPORT SPECIALIST

Sunrise Banks is 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, answer questions, and improve satisfaction.ResponsibilitiesAct as the first point of contact to address inquiries, complaints, and requests via phone, email or chatPreparing program documentation, completing internal forms and assisting with client meetings. Assist in the preparation of presentations, financial statistics and client information for quarterly business reviewsIdentify, analyst, and resolve product or service issues, including guiding clients through bank processesMaintain accurate records of client interactions, updates, and feedback in appropriate systems and logs. Schedule meetings and maintain follow-up with clientsFoster positive, long-term relationships to drive customer retention and satisfactionProvide feedback to management regarding client needs, common issues, and potential product improvementsSkillsHigh school degree or GED requiredAssociate's degree or equivalent administrative, sales or customer service experienceExcellent verbal and written communication skills to articulate technical information clearlyTechnically proficient in the use of Microsoft Office, Monday.com and troubleshooting toolsExcellent communicationStrong problem-solving skillsProficiency in CRM Sales or support softwareBenefitsMedicalDentalVisionLifeAD&DSTD/LTDFSAPTOPVTOPPL401k w/match and moreCompany OverviewSunrise Banks is a bank offering banking and small business financing services. It was founded in 1962, and is headquartered in West Saint Paul, Minnesota, USA, with a workforce of 201-500 employees. Its website is http://sunrisebanks.com.



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