Merchant Portfolio Analyst - Implementation Specialist

Bank of America; Charlotte (NC); On-site; USD 90,000 - 120,000; Full time

Job summary

Bank of America is seeking a Merchant Portfolio Analyst - Implementation Specialist to lead end-to-end onboarding of merchant payment processing solutions. You will manage multiple client implementations, coordinate with Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance, and Vendor teams, and ensure timely, within-scope delivery of projects.

The role requires 3+ years in payments/merchant processing, strong analytical skills, and a client-focused approach to drive

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.

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, escape, 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

Merchant payments

Analytical skills

Merchant services

Team collaboration

Client experience

Influence outcomes

Job description

Job Description:

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.

Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.

Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.

At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!

Job Description:

The Merchant Portfolio Analyst - Implementation Specialist is responsible for managing the end-to-end implementation of merchant payment processing solutions. This role ensures that clients are onboarded efficiently, payment processing systems are integrated successfully, and projects are completed in a timely fashion and within scope. The Merchant Portfolio Analyst-Implementation Specialist partners across the broader organization and with key vendors to drive client experience and operational excellence.

Key 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 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, escape, 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)

Required Skills:

• 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