Major Account Representative (Hybrid)

  • Cass Information Systems
  • Columbus, OH, USA
  • May 13, 2022
Full time Accounting

Job Description

Job Details


The Major Account Representative is responsible for overall management of assigned client accounts, taking a leadership role in developing mutually beneficial working relationships, achieving account growth, and furthering the success of both the client's and Cass' business through system enhancements, process improvements, and training to facilitate the client's full utilization of Cass services and products. This individual provides clear direction to all internal staff concerning client processes. This individual also offers guidance to customer service representatives regarding day-to-day client needs and inquiries.


  • Independently manage all service activities of assigned client base, communicating verbally and in writing, with the focus of developing/maintaining an authoritative relationship.
  • Possess a thorough understanding of all Cass’ tools and service offerings for the purpose of client training and process improvement recommendations.
  • Effectively prioritize and coordinate client projects.
  • Thoroughly analyze issues and requests including technical changes to processing systems and clearly communicate solutions to clients.
  • Keep management, appropriate internal resources, and clients informed of significant issues on a timely basis.
  • Act as a positive representative of the company, both internally and externally, in accordance with written principles of the organization without direction or oversight from management.
  • Share knowledge of duties and clients with fellow employees.  Conduct regular processing performance analysis to identify issues, trends or anomalies and summarize the results with appropriate solution, resolution or action item to client.
  • Facilitate EDI partnerships.
  • Coordinate the implementation of new business by following the specification development and implementation procedure.
  • Provide support and training for internet services provided to our clients.
  • Respond to client and internal inquiries involving data processing issues.
  • Define and test all and reporting output changes.
  • Update and define specifications for significant system enhancements requested by an existing account.
  • Complete the inquiry process by communicating the results to the client verbally or in writing as the situation dictates and ensure the inquiry has been thoroughly documented from beginning to end.
  • Conduct all client contact in a professional, courteous, and timely fashion. Initiate appropriate internal and client follow-up action and documentation.
  • Initiate client contact through visits to their location or Cass locations.
  • Maintain operations manuals and develop additional client documentation.
  • Actively participate in staff meetings to communicate client concerns, suggestions, etc.
  • Communicate and work closely with customer service, operations, and data processing to maintain high levels of service.
  • Other duties as assigned.


  • Strong, well-developed interpersonal skills in order to maximize client responsiveness and develop a working relationship with current clients as well as the ability to work effectively with other departments of Cass and the client’s organization.
  • A high level of analytical skills to process client inquiries, evaluate client requests and procedures and implement as appropriate.
  • Ability to understand the client’s operational and data processing systems, etc., in order to meet client needs in a way mutually beneficial to both client and Cass.
  • Proficient in the Microsoft Office suite.
  • A strong ability to communicate effectively, both written and verbally at all levels.
  • Ability to travel up to 25%.
  • A bachelor’s degree in business administration or related area or equivalent experience.
  • 2 years of progressively complex systems experience in a technical or customer service environment.
  • Client relations experience in a technical service environment with progressive responsibilities in managing dedicated accounts.


Please apply directly to this position via the “Apply” button. You will be required to create an account and provide your resume, contact information and other pertinent employment information. This process typically takes 20 minutes or less. Should we find that you meet the minimum requirement of the position, a member of our recruiting team will be in touch to start the interview process.


Cass Information Systems, Inc. (NASDAQ: CASS) is a leading provider of integrated information and payment management solutions. Cass enables enterprises to achieve visibility, control and efficiency in their supply chains, communications networks, facilities, and other operations. Disbursing over $60 billion annually on behalf of its clients, and with total assets of $1.7 billion, Cass is uniquely supported by Cass Commercial Bank. Founded in 1906 and a wholly owned subsidiary, Cass Bank provides sophisticated financial exchange services to the parent organization and its clients. Cass is part of the Russell 2000®.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)