Merchant Onboarding Specialist

Boarding Specialist, North America

Location: Victoria, BC Canada

Salary $50,000 - $54,000

We are the innovators at the heart of the payments technology industry, shaping how the world pays and gets paid. The solutions our people build today power the growth of millions of businesses tomorrow. From your local coffee shop to unicorn companies and international banks. From San Francisco to Auckland. We are in every corner of the world, in every part of commerce. And just as we help our customers accelerate their business, we are committed to helping our people accelerate their careers. Together, we shape the evolution of payments.

The opportunity

Worldline is on a mission to shape ‘the most customer focused payments experience’. This role plays a key part in that mission, reporting to the Boarding & Underwriting Manager.

The main role of the Boarding Specialist is to support the customer onboarding experience by managing the account from agreement to activation, upholding acquirer and regulatory requirements to the highest standards. Giving our customers a world-class boarding experience is the goal, so you’re obsessed with the details and know how to hustle.

This is a critical role to the integrity of our company and one that we hold in the highest regard. The dynamic nature of our industry and business activities provide an opportunity for continuous interpretation and change management. The ability to stay focused on the details and honor our regulatory and acquirer requirements in this complex, every-changing world is what makes our Boarding Specialists among the best in the industry.

Responsibilities include: Know Your Customer screening, due diligence screening, bank account validation, and technical onboarding of the customer account.

Key accountabilities

• Support the onboarding of new customers by effectively processing and managing real time onboarding including KYC, due diligence, and bank account validation.
• Work in collaboration with credit risk team to effectively process and manage real time low risk decisions through risk systems while justifying all recommendations.
• Demonstrate attention to detail by configuring new customer accounts into maintenance platforms, always upholding the highest level of quality that we are known for.
• Provide daily support to the sales and customer experience teams with: EFT/Sage account review, KYC and due diligence requirements, bank account validation, and general onboarding questions.
• Demonstrate your curiosity by keeping up to date with emerging trends related to onboarding risk to ensure business strategies are aligned with the operational environment.
• You take responsibility for performing your best by setting goals, tracking progress and working to achieve them. Where goals need to be adjusted, you work with the Boarding & Underwriting Manager to ensure these adjusted goals support our team and company goals.
• You actively participate in a feedback culture, knowing that open communication is essential to building a high-performance team.

Who you are

• We look for big thinkers. People who can drive positive change, step up, and show what’s next – people with passion, a can-do attitude, and a hunger to learn and grow. In practice, this means:
• You have a positive attitude and energetic disposition
• You are a highly motivated, you know how to hustle – and hustle often
• You are well organised with strong written and verbal communication skills
• You love helping people, and talking to people
• Your are curious, analytical, and accurate
• You act with integrity and trust
• You have a minimum of 1 year experience in customer-facing role

Nice to have (but not deal breakers):

You have e-Commerce or card scheme experience and knowledge preferred

Perks & Benefits

At Worldline you’ll get the chance to be at the heart of the global payments technology industry and shape how the world pays and gets paid. On top of that, you will also:

• Be part of a company guided by a strong purpose to do good and recognized as the top 1% of the most sustainable companies in all sectors worldwide
• Work with inspiring colleagues and be empowered to learn, grow, and accelerate your career
• Work flexibility: remote, in-person, and hybrid
• Annual paid vacation, be passionate and be well days totaling 23 days per calendar year
• Retirement saving matching contribution up to 5% of salary
• Extended health benefit including dental, and coverage above Canada universal health care
• Lifestyle spending account: $300 towards anything that fosters a healthy lifestyle

Who we are

We are shaping a new world of payments and trusted transactions. With our advanced payments technology, local payments expertise and solutions customised for hundreds of markets and industries, we are helping millions of businesses of all sizes to realise their ambitions – faster, simpler and more securely.

Our company’s purpose is to design and operate leading digital payment solutions for software vendors, sales organizations, and banks that enable sustainable economic growth and reinforce trust and security in our societies. Our solutions are environmentally friendly, widely accessible, and support social transformation.