About The Position

The Client Implementation Specialist IV supports highly complex implementations for new and maintained wholesale solutions. The role focuses on applying wholesale banking and communications skills to deliver timely, accurate implementation support and a best-in-class client experience. It involves coordinating and communicating implementation activities with internal colleagues and clients or their representatives, and owning the steps needed to complete implementations successfully even when tasks are delegated. The specialist implements mid- to large-sized or moderately complex clients, services, and projects; leads communications; monitors and communicates implementation status; documents interactions; resolves issues; manages deadlines and risk; and meets client needs. The role also builds partnerships with business-line, Sales, and other stakeholders, shares product expertise with related teams, and influences and trains junior colleagues.

Requirements

  • Bachelor’s degree in a business-related field, or equivalent education and related training.
  • Seven or more years of experience in Wholesale Payments, bank operations, basic project management, or a related industry.
  • Excellent verbal and written communication skills, including the ability to communicate proactively and adapt messaging to the audience.
  • Ability to manage and negotiate with internal partners, vendors, and alliance relationships.
  • Strong interpersonal skills and ability to build relationships and leverage networks.
  • Ability to adapt strategically to evolving market demands, technology, and internal initiatives, and develop new approaches to improve results.
  • In-depth knowledge of standard and complex products.
  • Diligent, flexible, and detail-oriented, with excellent organizational skills.
  • Proficiency in MS Excel, MS Office, the Internet, and MS Outlook.

Nice To Haves

  • Education in Finance, Accounting, Business, Engineering, or another related field.
  • Extensive Wholesale Payments solutions knowledge and experience.
  • Proficiency in Salesforce.

Responsibilities

  • Implement mid- to large-sized or moderately complex clients, services, and projects.
  • Lead timely and accurate communications with internal personnel and clients regarding all aspects of implementation efforts.
  • Apply business-line knowledge and business acumen to resolve implementation issues, maintain deadlines, mitigate risk, and meet client needs.
  • Provide visibility and transparency regarding implementation status throughout the process.
  • Document interactions and relevant information accurately and promptly.
  • Proactively negotiate across multiple departments to meet sometimes less-clearly defined demands.
  • Adhere to Wholesale Payments agreements, documents, policies, and procedures.
  • Maintain partnerships with business-line, Sales, and other stakeholders, and provide mutual feedback on business processes and improvement opportunities.
  • Inform or engage leaders and business partners about issues, risks, and opportunities.
  • Use judgment to address moderate to complex business problems and develop tailored solutions.
  • Work with more senior staff on complex issues involving larger clients, accounts, projects, or internal relationships.
  • Identify, manage, and escalate concerns to reduce operational, process, and compliance risk.
  • Provide subject matter expertise and product knowledge to related teams, and influence and train junior colleagues.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • Accidental death and dismemberment coverage
  • Tax-preferred savings accounts
  • 401(k) plan
  • At least 10 days of first-year vacation, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Position- and division-dependent eligibility for a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
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