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TD

Merchant Services Retention Specialist

TD

. Advise Merchant Services customers on pricing, onboarding, equipment/billing setup, and other customer requests .

Posted 9/23/2026full-timeRemote • United StatesMid-LevelSenior💰 $24 - $34 per hourWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong relationship management and sales skills within the merchant services industry, with a focus on customer retention and effective communication. Proficient in evaluating financial data and utilizing reporting systems to enhance customer interactions and reduce attrition.

Highest-signal resume keywords
Merchant Industry KnowledgeRelationship ManagementSales SkillsAnalytical AbilityCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Electronic Payment ProcessingFinancial Data EvaluationMerchant Processing Statement AnalysisAttention to DetailBasic Arithmetic
Soft Skills
Negotiation SkillsCustomer Service Orientation
Tools & Technologies
Online Reporting SystemsThird-Party Reporting Systems
Industry Keywords
Merchant ServicesCustomer RetentionAttrition ReductionPricing NegotiationOnboarding

About the role

Key responsibilities & impact
  • Advise Merchant Services customers on pricing, onboarding, equipment/billing setup, and other customer requests
  • Retain and expand relationships with Merchant Services customers
  • Establish and maintain strong business relationships and exchange information
  • Maintain contact with existing relationships to reduce merchant attrition
  • Respond to customer inquiries within the Service Level Agreement
  • Initiate calls to at-risk portfolio merchants to retain accounts
  • Provide superior service exceeding expectations on every contact
  • Follow up on retention leads to reduce attrition
  • Follow established processes and procedures
  • Prevent account attrition through due diligence when renegotiating pricing and profitability
  • Ensure new sales acquired contribute positively to organizational net income
  • Contact inactive merchants to reestablish relationships and reactivate accounts

Requirements

What you’ll need
  • High School diploma or equivalent
  • Strong knowledge of merchant industry, products and services, including electronic payment processing practices
  • Relationship management, sales and negotiation skills preferred
  • Experience evaluating financial data and merchant processing statement activity preferred
  • Demonstrated attention to detail and strong analytical ability
  • Excellent communication skills, including strong writing ability
  • Strong PC skills, including experience with online and third-party reporting systems
  • Occasional domestic travel
  • Ability to perform sedentary work, multiple tasks, operate standard office equipment, concentrate for long periods, read/write/comprehend instructions, and perform basic arithmetic continuously
  • Ability to sit continuously and stand/walk occasionally
  • Ability to lift/carry under 25 lbs. occasionally

Benefits

Comp & perks
  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
  • Banking benefits and discounts
  • Career development
  • Reward and recognition
  • Regular career, development, and performance conversations
  • Online learning platform
  • Mentoring programs
  • Training and onboarding sessions
  • Competitive benefits plan