Merchant Onboarding & Implementation Lead

Bank of America; New York (NY); On-site; USD 80,000 - 103,000; Full time

Benefits offered by this job

Healthcare benefits

Paid time off (PTO)

Retirement plan

Job summary

Bank of America in New York is seeking a Merchant Portfolio Analyst - Implementation Specialist to manage end-to-end onboarding of merchant payment processing solutions. You will coordinate across Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance and Vendors to drive implementations to completion.

This role focuses on delivering a high-quality client experience, resolving issues quickly, and validating post-implementation steps to ensure smooth funding and settlement.

Qualifications

• 3+ years Payments and Merchant Payment Processing experience
• Strong business acumen and analytical skills
• In-depth knowledge of merchant services
• Team player with proven ability to interact and collaborate well with others
• Focused on client satisfaction and client experience
• Ability to influence and ensure successful outcomes
• Proven ability to research and resolve complex issues
• Ability to work independently with minimal supervision
• Strong organizational skills
• Demonstrated effective communication skills, including written, oral, and presentation skills
• Effective planning, prioritization and time management acumen
• Ability to coach colleagues with less experience and/or knowledge
• Proficient in Microsoft Office suite (i.e Outlook, Word, Excel, PowerPoint, and OneNote)
• Ability to quickly learn new processes and procedures

Responsibilities

• Oversee the implementation of merchant processing solutions from initiation to completion
• Develop and maintain project plans, timelines, and deliverables
• Manage multiple client implementations simultaneously
• Collaborate with internal teams (Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance, Vendors) to drive implementations to completion
• Serve as the primary point of contact for merchant clients during assigned implementation
• Work with internal partners to gather required documentation during intake for client implementations
• Complete and submit of CIMS Implementation Request and Acquiring Solutions Intake form for assigned implementation projects
• Complete and submit all applicable boarding templates and forms, as needed
• Engage required resources as needed to complete tasks for a successful implementation
• Facilitate and attend implementation project meetings, as needed to ensure successful completion of assigned implementation projects
• Track and provide updates on assigned implementation status via implementation item/record creation
• Research, escalate, and resolve issues during implementation to ensure a timely implementation
• Work closely with client and technical resources to troubleshoot and resolve technical issues during implementation
• Perform post-implementation validation (auth/settle/funding/interchange/billing)

Skills

Payments processing

Project coordination

Client management

Cross-functional collaboration

Analytical skills

Communication skills

Microsoft Office

Independent work

Time management

Problem solving

Tools

Outlook

Word

Excel

PowerPoint

OneNote

Job description

Bank of America in New York is seeking a Merchant Portfolio Analyst - Implementation Specialist to manage end-to-end onboarding of merchant payment processing solutions. You will coordinate across Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance and Vendors to drive implementations to completion.

This role focuses on delivering a high-quality client experience, resolving issues quickly, and validating post-implementation steps to ensure smooth funding and settlement.