Merchant Portfolio Analyst - Implementation Specialist

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

Benefits offered by this job

Benefits eligible

Discretionary incentive plan

Paid time off

Job summary

Bank of America is seeking a Merchant Portfolio Analyst - Implementation Specialist to steer end-to-end merchant processing implementations from onboarding to go-live. You will coordinate with Sales, Portfolio Management, Integrations, Contracts, Credit, Compliance, and Vendors to ensure timely, within-scope deliveries and a superb client experience.

The role requires 3+ years in payments, strong analytical skills, and the ability to manage multiple client projects simultaneously while

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 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.
• Excellent planning, prioritization and time management.
• Ability to coach colleagues with less experience and/or knowledge.
• Proficient in Microsoft Office suite (Outlook, Word, Excel, PowerPoint, OneNote).

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.
• Gathers required documentation during intake for client implementations.
• Submit all onboarding templates and forms as needed.
• Engage resources to complete tasks for successful implementation.
• Attend implementation project meetings as needed.
• Track and provide updates on implementation status.
• Research, escalate and resolve issues to ensure timely implementation.
• Troubleshoot and resolve technical issues with client and technical resources.
• Perform post-implementation validation (auth/settle/funding/interchange/billing).

Skills

Payments processing

Business acumen

Team player

Client focus

Communication

Planning & time mgmt

Mentorship

MS Office

Problem solving

Independence

Organizational skills

Tools

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.

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 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, esc... 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 range $80,000.00 - $103,000.00 annualized salary, offers to be determined based on experience, education and skill set. Discretionary incentive eligible This 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. Benefits This 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.

Privacy Statement: https://careers.bankofamerica.com/en-us/privacy-notice

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us! Partnering Locally Learn about some of the ways Bank of America is making a difference in the communities we serve. Global Impact Learn about the six areas that guide Bank of America’s efforts to help make financial lives better for customers, clients, communities and our teammates. Opportunity and Inclusion Each employee brings unique skills, background and opinions. We see opportunity and inclusion as our platform for innovation and a key component in our success. Our Values Learn about our four values that represent what we believe. Pay Transparency: https://careers.bankofamerica.com/en-us/pay-transparency