Wholesale Payments Client Onboarding Advisor

Role Overview

• responsible and accountable for coordinating and leading client implementation efforts for new, or the maintenance of less complex Wholesale Payment services.
• providing a best-in-class client experience
• execute timely and proficiently on client requests.
• own the overall implementation effort and client experience.
• interact with clients in verbal and written form.
• collaborate with client representatives and internal personnel to coordinate, complete, and communicate regarding all implementation activities.
• Generally assigned small
• to mid-sized, less-complex clients, accounts, projects, or internal relationships.
• Acts autonomously on most decisions. Requires guidance on more complex judgements.
• Communicates with clients, teammates, and other personnel regarding all aspects of implementation efforts.
• Functions as the primary liaison between the client, internal operations, and other areas throughout the implementation cycle.
• Utilizes internal and external business resources to resolve issues effectively, maintain deadlines, and meet client needs.
• Provides visibility and transparency regarding implementation status to the client and the client’s deal/coverage team throughout the process.
• Documents all client interactions and relevant information in an accurate and timely manner.
• Adheres to documentation requirements, policies, and procedures.
• Maintains partnerships with peers in department and immediate supervisor, with some exposure to other stakeholders.
• Proactively informs and/or engages leaders and others to communicate issues, risks, and opportunities to business partners.
• Uses good judgment to balance client needs, internal processes, and a variety of other contingencies/considerations.
• Employs some problem-solving capabilities to offer solutions.

Requirements

• Bachelor’s Degree in a business-related field or equivalent education and related training.
• Three or more years in banking, basic project management, or other related industry experience.
• Demonstrated ability to work effectively to prioritize, satisfy client needs and provide a best-in-class client experience.
• Strong verbal and written communication skills – including the ability to be proactive and adapt messaging based on the audience.
• Ability to manage and negotiate with clients and vendor and alliance relationships.
• Solid interpersonal skills and an ability to build relationships and leverage networks.
• Strong analytical, organizational, and decision-making skills to objectively assess situations and make informed decisions.
• Ability to adapt strategically to evolving market demands, technology, and internal initiatives, catalyzing new approaches to improve results.
• In-depth knowledge of standard/common Wholesale Payments solutions and some complex services.
• Diligent, flexible, and detail-oriented, with strong organizational skills.
• Proficient in MS Excel, MS Office, Internet, and MS Outlook.

Benefits

• medical, dental, vision, life insurance
• disability
• accidental death and dismemberment
• tax-preferred savings accounts
• 401k plan
• no less than 10 days of vacation during their first year of employment
• 10 sick days
• paid holidays
• defined benefit pension plan
• restricted stock units
• deferred compensation plan