Merchant Portfolio Analyst - Implementation Specialist

Bank of America; Charlotte, Northern (NC, KY); Hybrid; USD 80,000 - 103,000; Full time

Job summary

Bank of America in Chicago is seeking a Merchant Portfolio Analyst - Implementation Specialist to manage end-to-end onboarding of merchant payment processing solutions, ensuring seamless integration and timely delivery of projects.

You will partner with Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance and Vendors to drive implementations to completion and serve as the primary client contact for assigned projects.

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.

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 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 all applicable boarding templates and forms, as needed.
• Engage required resources to complete tasks for a successful implementation.
• Facilitate implementation project meetings to ensure successful completion.
• Track and provide updates on implementation status.
• Research, elevate, and resolve issues during implementation.
• Troubleshoot and resolve technical issues with client resources during implementation.
• Perform post-implementation validation.

Skills

Merchant payments

Analytical skills

Client focus

Communication skills

Problem solving

Time management

Microsoft Office

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, elevate, 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
• Proven ability 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, as necessary
• Proficient in Microsoft Office suite (i.e Outlook, Word, Excel, PowerPoint, and OneNote
• Ability to quickly learn new processes and procedures

Desired Skills:

• Previous Project Management experience
• Experience working with cross-functional teams

Skills:

• Active Listening
• Critical Thinking
• Customer and Client Focus
• Problem Solving
• Account Management
• Attention to Detail
• Collaboration
• Data Management
• Portfolio Management
• Adaptability
• Learning Delivery
• Oral Communications
• Prioritization
• Written Communications

Shift: 1st shift (United States of America)

Hours Per Week: 40

Pay Transparency details

US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100)Pay and benefits informationPay range$80,000.00 - $103,000.00 annualized salary, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.