Associate Account Executive, Credit Card

Summary

Join BHG Financial, a growing team with an award-winning culture focused on developing employees into business leaders. Starting as a contract-to-hire Associate Account Executive role, this position offers a 90-day training program in credit card business, transitioning to a full-time Account Executive role upon successful completion. The role focuses on assisting clients with credit card activation and usage, managing client relationships, articulating card benefits, uncovering client needs, and maintaining client interaction documentation. BHG Financial prioritizes a positive work environment, work/life balance, and employee growth. The company offers various benefits, including medical/dental/vision coverage, PTO, wellness weekends, a 401k plan, training opportunities, quarterly awards, and volunteer opportunities.

Requirements

• Love of a fast-paced environment
• Prior customer service and sales experience
• Strong ability to take initiative and confidently direct customer interactions
• Detail and task-oriented
• High prioritization and organizational skills
• Able to meet performance deadlines and expectations, proven ability to set and hit goals
• Never believe in settling, find ways to overachieve
• Knowledge of credit card products
• Strong written and verbal communication skills

Responsibilities

• Assist our client base of professionals in activation and usage of our credit card products
• Manage the client relationship from card approval throughout the account lifespan
• Ability to properly articulate our card benefits and features
• Ability to uncover client needs and articulate value propositions in a clear and concise way
• Answering client questions regarding BHG and credit card terms and conditions
• Connect with our cardholders on a daily basis
• Understanding and promotion of BHG and more specifically credit card programs
• Maintaining and documentation of client interactions and activities

Preferred Qualifications

• Experience and understanding of credit profiles are a plus
• Knowledge of Microsoft Office Suite (Word, Excel, Outlook), Salesforce a plus

Benefits

• Medical/Rx/Dental/Vision coverage for employees and their eligible family members
• Competitive PTO and vacation policies
• 1 Friday off each month for Wellness Weekends
• Company 401(k) plan with employer contributions after one year
• Company-sponsored training and certification opportunities
• Quarterly award ceremonies where top achievers are celebrated and receive additional bonuses
• Ongoing volunteer opportunities to give back to the community through our BHG Cares program