Commercial Card Solutions Manager

Oklahoma Fidelity Bank; Oklahoma City (OK); On-site; USD 85,000 - 110,000; Full time

Job summary

Oklahoma Fidelity Bank in Oklahoma City, OK seeks a Commercial Card Solutions Manager to lead client reviews, onboarding, and card product implementation. You will coordinate with Lending, Treasury, and sales teams to tailor solutions and ensure secure, compliant processing of services for commercial clients.

The role requires at least 3 years in financial services, strong project/account management, and travel flexibility. Bachelor’s in business preferred.

Qualifications

• Bachelor's degree in business or related field, or equivalent experience.
• At least 3 years in financial services with implementation, project or account management.
• Familiarity with payment systems and basic accounting concepts.
• Ability to travel and work late or flexible hours.

Responsibilities

• Conduct annual in-person and virtual commercial card reviews and product demos.
• Lead onboarding and implementation for business/commercial card products, gather requirements, develop solutions, and train clients.
• Collaborate with Lending, Treasury, Business 360, and other teams to identify client needs.
• Ensure card services are processed accurately, securely, and per policies including documentation.
• Partner with internal departments and coordinate resources to meet client objectives and experience.
• Identify new card opportunities with sales officers in KS and OK and educate suppliers in virtual card payments.
• Provide product support for commercial cards, ACH, wires, sweep accounts, remote deposit, positive pay, and online banking.

Skills

Implementation

Project management

Account management

Client training

Travel flexibility

Education

Bachelor's degree in business

Tools

Payment systems

Job description

OFB Headquarters
Oklahoma City, OK 73114, USA

Description

COMMERCIAL CARD SOLUTIONS MANAGER

Job Overview: Oklahoma Fidelity Bank employees experience a culture of dedicating service to our customers, shared support between co-workers, and committed investment in our communities. We seek to deliver a level of service unsurpassed by any bank, anywhere, any size. That starts with our people, whom we endeavor to provide a home as much as a career. Sound like a place you’d like to work? Let’s talk.

This candidate will be responsible for:

• Conducts annual in-person and virtual commercial card business reviews and product demonstrations.
• Leads the onboarding and implementation process for business and commercial card products, including gathering requirements, developing solutions, and providing client training.
• Collaborates with Commercial Lending, Treasury Management, Business 360, and other bank teams to identify client needs and appropriate card solutions.
• Ensures commercial card services are processed accurately, efficiently, and securely in accordance with bank policies and procedures, including obtaining required credit approvals and documentation.
• Serves as a key partner and liaison to internal bank departments and coordinates resources to ensure client objectives and a seamless customer experience are achieved.
• Partners with sales officers in Kansas and Oklahoma to identify new Business and Commercial Card opportunities and educates/enrolls suppliers in virtual card payment solutions.
• Provides product support to internal and external customers for commercial cards, ACH, wires, sweep accounts, remote deposit capture, positive pay, and commercial online banking.

Requirements for the position include the following:

• Bachelor’s degree in business or related field (may be waived in lieu of experience).
• A minimum of three years of financial services experience required.
• Experience working in areas of implementation, project management, or account management.
• Familiarity with payment systems, accounting principles, and strong computer skills.
• Travel and the ability to work late and/or flexible hours required.

Preferred qualifications for the position include:

• A minimum of five years of financial service experience is preferred.

EEO/Veterans/Disabled

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.For further information, please review the Know Your Rights notice from the Department of Labor.