Fulfillment Advisor - Card
About The Position
This job is responsible for acting as the primary interface to Treasury clients. Key responsibilities include leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services. Job expectations include providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process. Responsible for acting as the primary project manager to med/high revenue clients implementing complex Corporate Card solutions. Responsibilities include leading, directing, and coordinating the implementation through a disciplined project management approach to drive time to revenue and create a world class client experience. Given these solutions are customized to fit the client's needs, the Project Manager will consult with the client on how they would like to use the solutions and work across our Product partners to ensure we have implemented the right solution for our client. Third party engagement with providers who offer card solutions may be required depending on scope and the project manager will be accountable for the overall success of the implementation. Exceptional organizational and influential skills will be critical to having success in this role.
Requirements
- Must have Treasury Fulfillment or Card Fulfillment experience given the complex learning curve for the role
- Must have experience working directly with BB, GCB, or GCBK clients
- Attention to Detail
- Client Management
- Customer and Client Focus
- Oral Communications
- Account Management
- Adaptability
- Analytical Thinking
- Critical Thinking
- Written Communications
- Active Listening
- Collaboration
- Problem Solving
- Stakeholder Management
Nice To Haves
- Project Management experience or certification
- Ability to work in a client based environment meeting goals
Responsibilities
- Consults with client through implementation of treasury product package
- Facilitates internal and external client calls to work through implementation requests for successful completion
- Troubleshoots research, and responds to internal client team requests for resolution
- Engages key stakeholders for awareness throughout the implementation process, owning resolution for the client
- Leading, directing, and coordinating the implementation of highly complex treasury, cash management, card, merchant and depository products and services
- Providing relationship management, servicing, and technical assistance to internal business partners (e.g. Sales & Relationship Managers, Product Managers, Compliance and Operations) and vendors in order to ensure a timely and smooth implementation process
- Leading, directing, and coordinating the implementation through a disciplined project management approach to drive time to revenue and create a world class client experience
- Consult with the client on how they would like to use the solutions and work across our Product partners to ensure we have implemented the right solution for our client
- Third party engagement with providers who offer card solutions may be required depending on scope and the project manager will be accountable for the overall success of the implementation
Benefits
- access to paid time off
- resources and support to our employees
- competitive benefits to support their physical, emotional, and financial well-being
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
