We’re looking for talented professionals, anywhere in the United States, to join us in bringing smart money management and payment solutions to everyone’s fingertips.
At Green Dot, we are evolving to a new and permanent “Work from Anywhere” model designed to maximize the benefits of remote work, promote and enable a strong culture of performance and connectedness, and attract the best and brightest talent who align with our entrepreneurial spirit and mission.
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JOB DESCRIPTION
What does a Client Relationship Manager do at Green Dot?
You will have an opportunity to manage relationships within the Tax Processing Group (TPG). You will support our Premier Partners through 1 on 1 relationships throughout the year.
As a Client Relationship Manager, you can look forward to:
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Developing 1 on 1 relationships with clients
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Responding to inbound calls, inquiries and performing strategic outbound call campaigns
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Maintaining salesforce reporting tool
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Completing annual contracts in Docusign
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Covering Premier Partner inbound calls during Tax season- additionally, Premier Partner direct calls and emails.
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Calling Top 200 Premier Partners after tax season as part of a strategic out-bound Retention call campaign.
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Travelling/attending/hosting IRS, virtual and Partner Vendor shows during the summer/fall.
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Conducting fall/pre-season call campaigns to present the annual TPG programs and enrollments for the upcoming tax season.
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Managing annual contracts, B2B loans, taxpayer programs, updates to manual reports, and organizing key client materials/mailings.
You might be the right match for this role if you:
Have strong relationship management skills and the ability to support 1 on 1 relationships with clients. You have strong organizational skills and are goal oriented.
Ready to join us in our mission? These are the qualifications we are looking for:
Required:
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Minimum 4 years of related experience in relationship management, customer service, and/or sales
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High school diploma or equivalent
Preferred:
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Experience managing clients
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Tax or banking industry experience
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Bilingual (Spanish/English)
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Bachelor’s degree
POSITION TYPE
Regular
PAY RANGE
The targeted base salary for this position is $88,600 to $110,700 per year. The final compensation will be determined by a number of factors such as qualifications, expertise, and the candidate’s geographical location.
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Green Dot promotes diversity and provides equal opportunity for all applicants and employees. We are dedicated to building a company that represents a variety of backgrounds, perspectives, and skills. We believe that the more inclusive we are, the better our work (and work environment) will be for everyone. Additionally, Green Dot provides reasonable accommodations for candidates on request and respects applicants' privacy rights.
Top Skills
What We Do
Green Dot is a financial technology and registered bank holding company committed to delivering trusted, best-in-class money management and payment solutions to customers and partners, seamlessly connecting people to their money. Green Dot’s proprietary technology enables it to build products and features that address the most pressing financial challenges of consumers and businesses, transforming the way they manage and move money and making financial empowerment more accessible for all.
Green Dot offers a broad set of financial services to consumers and businesses including debit, checking, credit, prepaid, and payroll cards, as well as robust money processing services, tax refunds, cash deposits and disbursements. Its flagship digital banking platform GO2bank offers consumers simple and accessible mobile banking designed to help improve financial health over time. The company’s banking platform services business enables a growing list of the world’s largest and most trusted consumer and technology brands to deploy customized, seamless, value-driven money management solutions for their customers.
Founded in 1999, Green Dot has served more than 33 million customers directly and many millions more through its partners. The Green Dot Network of more than 90,000 retail distribution locations nationwide, more than all remaining bank branches in the U.S. combined, enables it to operate primarily as a “branchless bank.” Green Dot Bank is a subsidiary of Green Dot Corporation and member of the FDIC . For more information about Green Dot’s products and services, please visit www.greendot.com.
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The Commissioner of Financial Regulation for the State of Maryland will accept all questions or complaints from Maryland residents regarding Green Dot Corporation, NMLS ID #914924 at 1100 North Eutaw Street, Suite 611; Baltimore, MD 21201, phone 888-784-0136. NMLS Consumer Access: https://nmlsconsumeraccess.org/
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