Title Payment Processing Advisor Referral Partnerships Reports to VP, Sales & Revenue Growth Position... Overview Payroc is seeking a dynamic and results-driven Payment Processing Advisor to join our Financial Institutions team...
services, planned giving, pooled fund services, pension payment processing, commercial banking, institutional banking needs...
and organizational objectives. Responsibilities: Serve as primary liaison with tax processing vendor: clarify issues and manage... in our work. Other Duties: Assist with account closing processing Provide coverage for other members of the Business...
functions to close accounts Processing deposits and disbursements Following up on issues identified during annual account... reviews Handling a heavy volume of client and advisor inquiries and requests via phone or email and fulfilling the needs...