About The Position

The Client Implementation Specialist IV supports highly complex implementation efforts for new wholesale solutions and the maintenance of existing solutions. The role aims to provide a best-in-class client experience and support revenue realization by coordinating multiple implementation steps accurately and on time. The specialist applies wholesale banking and communication skills while collaborating with internal teams and working directly with clients or their representatives. The role owns implementation steps through successful completion, including activities delegated to others, and communicates implementation progress and issues to relevant stakeholders.

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 adapting messaging to the audience and communicating proactively.
  • 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 changing market demands, technology, and internal initiatives, and develop approaches to improve results.
  • In-depth knowledge of standard and complex products.
  • Diligent, flexible, detail-oriented, and highly organized.
  • 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 knowledge of and experience with Wholesale Payments solutions.
  • Proficiency in Salesforce.

Responsibilities

  • Implement mid- to large-sized or moderately complex clients, services, and projects.
  • Lead timely, accurate communications with internal personnel and clients about all aspects of implementation efforts.
  • Use business-line knowledge and business acumen to resolve implementation issues, maintain deadlines, mitigate risk, and meet client needs.
  • Provide visibility and transparency into implementation status throughout the process.
  • Document interactions and relevant information accurately and promptly.
  • Proactively negotiate across multiple departments to address implementation demands.
  • Follow Wholesale Payments agreements, policies, and procedures.
  • Maintain partnerships with Lines of Business, Sales, and other stakeholders, providing mutual feedback on processes, relationships, strengths, and improvement opportunities.
  • Communicate issues, risks, and opportunities to business partners and engage leaders as appropriate.
  • Use judgment and expert problem-solving to address moderate to complex business problems and develop tailored solutions.
  • Work with more senior staff on complex issues, larger clients, accounts, projects, or internal relationships.
  • Identify, manage, and escalate concerns while reducing operational, process, and compliance risk.
  • Execute work precisely and accountably in accordance with policies and procedures.
  • Provide product and solution expertise to related teams and train and influence 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 vacation during the first year, prorated based on hire date and full-time or part-time status
  • 10 sick days, prorated
  • Paid holidays
  • Depending on position and division, a defined benefit pension plan, restricted stock units, and/or deferred compensation plan
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service