Lead client implementations as assigned and assist in cultivating critical business partnerships in support of an Account Executive.
Act as the team lead during the implementation of new programs. Foster new business development through program originations and existing program enhancements for key clients.
Act as the primary liaison with assigned Partners and Processors regarding the program set-up as well as enhancements after launch. Respond to issues and concerns, and resolve problems occurring during the implementation. Seek win-win solutions with partners and handle issues in a timely manner providing a high level of customer service.
Coordinate communications with assigned external and internal individuals to ensure a successful program launch is achieved. Update partners and processors on the status of the program launch and the solutions to address issues arising during the program transition. Schedule standard calls to ensure open communication channels exist throughout the pre-launch, launch and post-launch periods. Prepare and distribute status and activity reports and schedules as needed.
Document the parameters and functional elements of new programs and enhancements.
Provide direction to new Partners regarding the bank’s guidelines and policies. Ensure program accuracy and compliance with all appropriate governing entity rules and regulations.
Manage the project work-flow within the established timelines. Manage activities to meet deadlines.
Assist in the ongoing development of existing programs to promote growth of the portfolio and increased revenue.
Handle client inquiries and manage day to day operational needs as directed.
Assist in managing the flow of data required for Oversight to and from the client.
Assist in preparing, presenting and maintaining Audit findings as required for assigned partners.
Perform other duties as assigned.
An undergraduate degree in financial services or a related field or an equivalent combination of training and experience.
A minimum of 3 – 5 years program management, product development, client relations, vendor management, project management and/or implementation experience.
Excellent verbal, written, and interpersonal communication skills.
A team player able to work effectively in a team fostered, multi-tasking environment.
Ability to explain complex information in simple terms.
Proactive and highly self-motivated.
Strong decision making skills and the ability to take the lead.
Reliable and ethical, respecting customers’ confidentiality.
Proficient in Microsoft Office suite, e.g. Excel, PowerPoint, Word, Outlook.
Detail oriented with strong project and time management skills.
High level of critical thinking in cross-functional process analysis and problem resolution.