Credit Card Analyst & Customer Success Manager

Bank of Utah • Ogden, UT

10d • Onsite

About The Position

The Credit Card Analyst & Customer Success Manager will serve as a key resource for internal teams, business clients, vendors, and card program partners by helping ensure credit card products are implemented, supported, monitored, and continuously improved in a manner that aligns with Bank of Utah’s service standards, risk expectations, and growth objectives.

Requirements

• Bachelor’s degree in business, finance, accounting, economics, data analytics, or a related field preferred. Equivalent combinations of education and relevant experience will be considered.
• 2+ years of experience in banking, credit cards, card operations, customer success, client service, financial services, product support, business analysis, or a related field preferred.
• Strong analytical, communication, problem-solving, and relationship management skills are required.
• Excellent written and verbal communication skills with a strong commitment to client service and internal partnership.
• Highly organized with the ability to manager multiple priorities, follow through on open items, and meet deadlines.
• Ability to work collaboratively across departments and with vendors while maintain accuracy, confidentiality, and sound judgement.
• Working knowledge of credit card products, banking operations, payment processing, customer service, reporting, or financial services preferred.
• Strong analytical skills with the ability to review data, identify trends, research issues, and communicate findings clearly.

Nice To Haves

• Experience supporting financial products, payment platforms, digital banking tools, commercial clients, cardholders, or internal operations teams is helpful.
• Experience with Microsoft Office, Excel, reporting tools, CRM systems, core banking systems, card processing platforms, or payment technology systems preferred.

Responsibilities

• Support the day-to-day administration, servicing, and operational needs of the bank’s credit card products.
• Assist with new account onboarding, product setup, cardholder support, account maintenance, documentation, and issue resolution.
• Coordinate with internal departments and third-party partners to research and resolve credit card inquiries, exceptions, disputes, transaction questions, and servicing needs.
• Serve as a customer success resource for credit card clients and internal stakeholders by providing timely, professional, and knowledgeable support.
• Help clients and team members understand product features, processes, reporting, servicing channels, and available tools.
• Proactively identify opportunities to improve client experience, increase product adoption, and strengthen long-term satisfaction with the bank’s credit card program.
• Prepare and analyze credit card program reports related to account activity, usage, portfolio performance, operational trends, client engagement, and service issues.
• Review data and transaction trends to identify risks, service gaps, process improvement opportunities, and potential product enhancements.
• Maintain accurate records, tracking logs, procedures, and reporting materials to support program oversight and decision-making.
• Assist with credit card product implementations, process changes, system updates, client communications, and internal rollout activities.
• Create and maintain job aids, training materials, procedures, and FAQs for internal teams and clients as needed.
• Partner with credit, operations, compliance, risk, technology, marketing, and relationship teams to support a consistent and high-quality credit card experience.
• Support credit card program activities in accordance with applicable banking regulations, card network requirements, internal policies, procedures, and risk standards.
• Assist with documentation, monitoring, exception tracking, audit requests, vendor follow-up, and compliance-related reporting as assigned.
• Work with third-party vendors and internal partners to support service levels, issue escalation, product functionality, and ongoing program needs.

Benefits

• Great work-life balance, with a Monday-Friday schedule
• Competitive pay and benefits, including medical, dental and vision plans
• 401(k) plan and match up to 5 percent in our employee stock ownership program (eligibility requirements must be met)
• 12 paid bank holidays + paid time off, including paid parental leave
• Volunteer opportunities to make a difference in the communities where you work and live
• Awards and recognition to celebrate you and your colleagues for living the bank's values

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level