Settlement Operations Agent

hace 2 días


Ciudad de México SpotOn: Corporate A tiempo completo

At SpotOn, we're helping restaurants and small businesses compete and win with flexible payment and software technology—backed by real people who really care. From seamless point-of-sale systems to integrated restaurant management solutions, every SpotOn tool is designed to help local businesses increase profits and create better experiences for their customers and employees.

Recently, SpotOn was:

- Named one of Fast Company's Most Innovative Companies
- Awarded Great Places to Work and Built In's Best Workplaces for the fourth year in a row
- Selected as the Best Overall Restaurant POS by NerdWallet
- Rated the top-rated point-of-sale (POS) for restaurants, bars, retail, and small businesses by Capterra users

We're committed to caring hard and moving fast so that we can continue to grow and make a positive impact together.

That's where you come in.

**About the role**:
As a Settlement Operations support Specialist, you will use your skills to endure that SpotOn's current merchants and other understand funding and our procedures and policies.

**Responsibilities**:

- Respond to Salesforce tickets in a timely manner
- Monitor and work Daycheck cases
- Call merchants to get updated ACH banking information for failed ACH
- Call merchants to get updated banking information for failed billings through our CRM
- Assist all SpotOn departments and Sales Associates with all deposits and settlement inquiries
- Rebill merchants if billing has failed once billing information has been updated as needed
- Respond to all individual Slack messages as well as Team messages in a timely manner.

**Requirements**:

- Research. Relevant to the search for information, decision making and performance of other tasks related to the position.
- Logical and analytical thinking. In order to understand and analyze the situation and its components as well as the context and respond appropriately.
- Efficiency. To achieve the expected results in a timely and appropriate manner.
- Precision and meticulousness. Ability to give adequate attention to detail.
- Honesty. Ability to handle sensitive and confidential information in a discreet manner and according to the corresponding regulations.
- Flexibility. Disposition to learn from different perspectives and adapt ideas according to the company's needs.
- Crisis management. Ability to handle situations of pressure and difficulty with patience and without jeopardizing the quality of the work.
- Prior Banking experience is preferred but not necessary.
- 2-3 years of Customer Service experience.

Li-Onsite

SpotOn is an e-verify company.



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