Payments Associate, Middle Market

Location:

About the Job

Payments Associates act as the primary day-to-day leaders for analytical and business development support including pipeline management financial modeling payment process analysis deal audits and bookings industry research and the preparation of various presentations and documents relationship reviews new business pitch material RFP responses and on-boarding plans. The roles primary responsibility is to interact with Payments Advisors Market Leads and Line of Business Partners (i.e Relationship Managers Field Client Managers Solutions Consultants Servicing Onboarding Pricing etc.) who own strategic payment engagements with corporate clients and prospects. This role may also own entire transactions and interface directly with clients in presentation negotiation and delivery of payment solutions.

Essential Job Functions

• Develop primary relationships with select clients and work with Payments Advisors Market Leads and Line of Business Partners on appropriate strategy and solution roadmap to drive revenue.
• Partner with Payments Advisors Market Leads and Line of Business Partners to organize and manage pipelines and prepare for new business deliverables presented to c-suite leaders of corporate clients and prospects that will improve their financial operations
• Generate ideas and analytical materials in support of new client meetings interact with support partners to garner research and subject matter expertise
• Build client industry expertise and apply it towards new partner and solution development collaborate with the Product & Innovation team on product and solution expansions
• Partner with the data and analytics team to build and enhance reporting and analytical mechanisms using Tableau Salesforce and various industry tools
• Interact with Fintech partners to solve complex technology solution challenges and facilitate seamless integration to the bank as well as the partner solutions

Education Qualifications:

• Bachelors degree in Business (Accounting Finance Economics) or Technical Sciences (Computer Science) preferred

Experience Qualifications:

• 1-3 years of experience in business finance technology or relevant fields required
• Excellent communication skills (verbal and written)
• Strong quantitative and research skills including financial modeling financial statement analysis and synthesizing large data sets/industry trends
• Ability to quickly absorb and leverage developing technology
• Experience with commercial cash management products and services with an understanding of Fintech emerging payment methods and financial operations or equivalent product experience

Tactical Skills:

• Strong knowledge of Microsoft Office Suite Salesforce and Tableau preferred
• Dynamic team player with a competitive drive to win and high degree of curiosity
• Motivated self-starter; effectively manages to deadlines
• Desire to be part of close-knit group operating in an intensive commercial environment

COMPENSATION AND BENEFITS

Please click here for a list of benefits for which this position is eligible.

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