This role involves developing and delivering Business Review presentations for Automated Clearing House (ACH) Premier Clients to foster client engagement. The position requires guiding and facilitating in-person and virtual review sessions to communicate actionable insights and influence senior-level client decision-making. The individual will serve as an advisor and primary escalation point for all Premier Client inquiries. Key responsibilities include designing contingency plans for duplicate ACH payments, optimizing cut-off time processes, and resolving research requests. The role also entails conducting data analysis on Return Item Monitoring for Premier Clients, identifying root causes, recommending strategic solutions, and providing authoritative guidance to ensure strict compliance with ACH rules, mitigate operational risk, and drive measurable improvements in payment performance. Furthermore, the position will drive ACH product enhancements by leveraging feedback from Premier Clients and guiding the full product lifecycle as an ACH subject matter expert. This includes researching and diagnosing issues, identifying solutions, and partnering with the Technology team to implement changes. The role requires delivering customized data-driven reporting solutions that support clients' strategic business objectives and performing portfolio analysis for Premier Clients to uncover opportunities for new product adoption and cross-selling, presenting tailored recommendations to maximize client value. Collaboration with cross-functional teams such as product, operations, and compliance is essential to resolve client issues, streamline processes, and enhance service delivery. The individual will monitor and interpret industry trends and regulatory developments, advising clients on emerging risks and opportunities. Maintaining documentation of client interactions, strategic action plans, and follow-up activities is also a key duty.
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Job Type
Full-time
Career Level
Mid Level