SME Onboarding Specialist

SME Onboarding Specialist
Xe, United States

Experience
1 Year
Salary
0 - 0
Job Type
Job Shift
Job Category
Traveling
No
Career Level
Telecommute
No
Qualification
Associate Degree
Total Vacancies
1 Job
Posted on
Apr 1, 2021
Last Date
May 1, 2021
Location(s)

Job Description

At Xe, we live currencies. We share the belief that behind every currency exchange, query or transaction is a person or business trying to accomplish something important, so we work together to develop new and better currency services that put our customers first.

Xe was one of the first businesses built on the internet, having begun its life in Canada in 1993 as Xenon Laboratories. Our Universal Currency converter was launched in 1995 and it has grown into one of the most popular currency sites in the world, with over 280 million users worldwide. In 2015, Xe was purchased by Euronet Worldwide, Inc. (Nasdaq: EEFT), and joined forces with Euronet’s HiFX brand, a leading international money transfer business, to offer Xe’s users access to reliable money transfer services as well as currency information under the Xe brand. Today, our platform is used by thousands of businesses from small-to-medium-sized enterprises, to Fortune 500 companies.

The Corporate On Boarding team is the first line of corporate client interaction and the first point of contact for all inbound corporate contact and queries (e.g. phone or email). The role is compliance driven with a heavy time management and customer support aspect. We are looking to add a sales-driven, motivated, and passionate team member to this expanding role.

Key Responsibilities include:

  • Respond to and process all inbound corporate registrations and queries providing clear explanations and expectations of registration and possible documentation requirements;
  • Respond to inbound queries relating to the usage of the Xe online platform for corporate clients or transfer to the best internal team to assist.
  • Qualify and overcome objections appropriately - clearly articulating features, advantages and benefits of the service.
  • Engage with clients to identify and understand their requirements - adhering to business processes and guidelines.
  • Outbound corporate service support (including responding to emails, chasing up outstanding information for clients to activate their account).
  • Liaise with the appropriate internal team to ensure query resolution in a timely and professional manner, taking ownership and escalating if required.
  • Build and maintain effective working relationships internally to ensure prompt query resolution for the customer, referring queries as required;
  • Put the customer at the center of everything that we do, demonstrating brand values through all contact with the customer;
  • Gather information about clients current and future requirements - promoting and suggesting additional XE and affiliate/partner services as appropriate;
  • Ensure company CRM systems are accurately updated to show a clear audit trail of all client contact (written and verbal);
  • Treat customers fairly living out our core values of customer excellence, respect and integrity;
  • Achieve personal/team SLAs and productivity targets.
  • Maintain current and up to date knowledge of internal policies, procedures and processes and awareness of changes to legal and regulatory frameworks that may impact XE and its clients;

Requirements

  • Bachelor’s degree required
  • Effective communication skills required
  • Previous experience within banking / financial services would be advantageous
  • Understanding and experience with compliance and AML Regulations preferred
  • Experience within corporate sales desirable
  • Coachable and willingness to learn
  • Ability to clearly articulate features, advantages and benefits "FABs" of products and services;
  • Able to resolve customer issues, queries and complaints in calm, courteous and professional manner;
  • Able to demonstrate strong attention to detail and numeracy skills;
  • Ability to work in a team environment and have fun.

Benefits

  • A suite of health amp; benefit programs that meet the demands of life
  • Generous 401k to help you prepare for retirement
  • Company stock offered to all employees at a discounted rate
  • Full menu of tasty snacks and beverages offered to keep you fuelled for the day

Job Specification

Job Rewards and Benefits

Xe

Information Technology and Services - San Jose, United States
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