Card Implementation Lead
Card Implementation Lead
Posted on :
11-04-2025
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1 Vacancy
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Job Description
SUMMARY
The Card Implementation Lead will work closely with clients Sales Credit Product Operations and Client Services to enhance global client satisfaction through seamless delivery of Commercial Card payment solutions. Collaborate directly with internal and external Bank partners to ensure the most effective and efficient processes are delivered in accordance with the Banks expectations. Serve as a subject matter expert regarding the Banks Card payment platform and be directly responsible for client implementations and ongoing satisfaction.
You must be able to coordinate multidisciplinary internal and client facing teams in order to understand client requirements and to deliver the implementation of new business wins efficiently and ontime; you must be able to recognize issues and their severity escalate to appropriate individuals/functions and own those that are appropriate. You will handle multiple deals concurrently that may have competing priorities resources and timelines. You must work independently with minimal supervision as well as partner with the larger deal team.
ESSENTIAL DUTIES AND RESPONSIBILITIES
- Host scoping meetings with the client to ensure product and technical requirements are understood and satisfied in accordance with the clients business and technical needs as well as the Banks capabilities.
- Accountable for running large onboarding projects from beginning to end to implement treasury and card services for our commercial clients.
- Use tracking tools and systems to document current project status issues and risks for all active deals.
- Service as an effective point of escalation on behalf of the client
- Build a strong rapport by liaising collaborating and coordinating with internal and external partners/stakeholders to ensure program transparency efficiency and strong growth.
- Process complex client requests coordinate with various teams to implement and exceed client expectations.
- Participate in client implementation deals; prioritizing work to ensure tasks are completed timely and accurately; assuring delivery and client satisfaction.
- Candidates should have working knowledge of Commercial Card products platforms and services.
- Ability to convey technical information in a way that is easy for others to understand.
- Complete work accurately and within required time frames to positively influence client satisfaction and support speed to revenue and delivery of a superior onboarding experience.
- Maintain understanding and ability to navigate across the banks internal and client facing systems.
- Possess and demonstrate a high level of professionalism and communicate in a clear and concise manner.
- Partner with the Operations Team Information Technology Team and Information Security Officer to escalate security issues; communicate and recommend solutions to clients and for the Bank.
- Assist with ongoing daytoday client support related to integrations.
- Prepare required standard entries and dashboards.
- Prepare and provide CLevel analytics.
- Attend meetings and complete training as required to continue development and to enhance knowledge of Commercial Card products processes and technologies.
ADDITIONAL RESPONSIBILITIES
- Demonstrate high degree of professionalism in communication attitude and teamwork with clients peers and management.
- Demonstrate high level of quality work attendance and appearance.
- Adhere to all Company Policies & Procedures and Safety Regulations.
- Adhere to local state and federal laws.
- Understand and comply with all company policies rules and regulations.
- Attend training and maintains a basic knowledge of procedures to ensure compliance with laws and regulations governing financial institutions as they apply to your position and job responsibilities with an emphasis on the BSA/AML/CIP Consumer Privacy Regulation CC Information Security Bank Protection Act FACTIdentity Theft Information Technology and GLBA.
- Additional duties as assigned as it relates to the position.
SUPERVISORY RESPONSIBILITIES
This position does not have supervisory responsibilities.
MINIMUM QUALIFICATIONS
- Bachelors degree (preferably in Business Administration or Finance) or equivalent experience.
- Minimum of eight 8 years work experience five 5 of which must be gained either by working in a similar role or supporting card operations. Familiar with a variety of the concepts practices and procedures.
- Experience with card solutions networks and operations preferred.
- Excellent problemsolving capabilities to establish potential alternatives and solutions to problems.
- Excellent communication orally and in writing. Ability to work with all levels of management.
- Must be highly organized and capable of handling multiple tasks concurrently and able to redirect priorities based upon current workload (ability to react to current situations).
- Ability to translate needs of users and external entities into projects or tasks which are practical (good analytical skills) and are well synthesized and integrated into the systems environment.
COMPETENCIES:
- Adaptability
- Communication
- Decision Making
- Initiative
- Innovation
- Motivator
- Organization
- Professionalism
- Results Orientated
PHYSICAL DEMANDS: In general the following physical demands are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job.
- Standing walking and squatting less than fifty percent of the work shift
- Required to lift move and carry up to 40 pounds
- Ability to read count and write to accurately complete all documentation and reports
- Must be able to see hear and speak in order to communicate with employees and other clients
- Specific vision abilities include close vision distance vision peripheral vision depth perception and ability to adjust focus
- Manual dexterity required using hands to finger; handle feel and type; reach with hands and arms
WORK ENVIRONMENT: In general the following conditions of the work environment are representative of those that an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to allow differentlyabled individuals to perform the essential functions of the job within the environment.
- The work space is clean orderly properly lighted and ventilated with the proper safety compliance
- Noise levels are considered moderate
Sunwest Bank Is an Equal Opportunity Employer
Sunwest Bank works with staff members and customers without regard to race ancestry national origin sex marital status age religion medical condition handicap disability or veteran status and to assist the Bank in maintaining its Affirmative Action Program.
Compliance with Bank Secrecy Act laws and regulations is considered an extremely serious matter and it is intended that Sunwest Bank through the purposeful efforts of its employees and officers are expected to make every resolute attempt to conform to its Bank Secrecy Act Program and Procedures. Failure to comply will be reflected in their performance review as well as in any bonus compensation programs in which they may participate.
Attend and complete all required classroom computerbased webbased and seminar training. It is the individual responsibility of every employee to maintain a current awareness and understanding of and to fully comply with Sunwest Banks Code of Ethics and Conduct. Each employee is also expected to maintain an awareness of the laws regulations internal policies and procedures that are appropriate for his/her position
Note: The preceding job description has been designed to indicate the general nature and level and work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties responsibilities and qualifications required of employees assigned to this job. All job descriptions can be amended without notice as warranted by business necessity.
Employment Type
Full Time
Key Skills
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