Vendor Enroller
About the position The Payables team supports the Vendor Enrollment team through onboarding, implementation and relationship management. The team works hand-in-hand with the Account Management team to establish and cultivate strategic relationships with our clients in order to maximize their potential growth across various portfolio opportunities. As our role is client-facing, it is crucial that we perform at the upmost integrity while representing UMB and our clients. As the Vendor Enroller, you will be responsible for educating and enrolling suppliers for our virtual card payment solution by following a prepared script and making outbound calls to Accounts Receivable departments of our client’s suppliers. This role will inquire into the willingness of these suppliers to accept Visa as a form of payment for business invoices from our clients and will document all dialogue within UMB’s CRM. This role is 90% phone engagement and is hybrid (Mon/Tues/Wed/Thur on-site) at our downtown Kansas City location.
Responsibilities
- Contact vendors by phone to introduce UMB’s Virtual Card Payment solution.
- Accurately answer questions and educate vendors.
- Guide suppliers through the enrollment process.
- Record details of supplier interactions proficiently and accurately.
- Identify and overcome objectives.
- Achieve measurable performance goals (daily, weekly).
- Accurately input and manage vendor data within UMB’s CRM.
- Effectively communicate to management ideas for process improvement or barriers to success.
- Other related duties assigned as needed.
Requirements
- 2+ years sales experience.
- Customer service or telemarketing experience.
- Able to communicate professionally & effectively, both verbal and written.
- Enjoy working in a team environment.
- Demonstrate the ability to establish supplier relationships with a high level of integrity.
- Able to accurately input and manage data.
- Proficiency in Word, Excel, PowerPoint.
Nice-to-haves
- Working knowledge of Salesforce.
- Experience with accounting and/or banking industry.
- Inside sales, electronic banking or merchant services experience.
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings accounts
- Flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits