Cnslt - Business Tech Anly - Cash Management Client Implementation Specialist - Payments

Company: Disability Solutions
Location: Charlotte
Posted on: May 9, 2024

Job Description:

Job Description:Serves as the primary technical point of contact for CashPro Connect Payments implementations. Acts as liaison between the business unit, clients, and vendors. Utilizes complex applications to enable clients to test their ability to use the product offering successfully. Routine accountability is for both technical and treasury management knowledge and capabilities, typically as an individual contributor. IT or Business Administration degree preferred, or substantially equivalent experience. Typically requires a minimum of 5-7 years of applicable experience.Responsibilities

• Assist Payment Origination clients in readying their computer applications and business processes and provide guidance to clients during the EDI implementation process.
• Manage multiple new and maintenance requests simultaneously.
• Interact with various internal bank and external resources to complete implementations successfully including Fulfillment, Technical, LOB Operations, Vendor, International, Data Transmission, and Product Management resources.
• Educate and counsel customers regarding payment networks, EDI message standards, data communications, and security issues with a strong focus on the ACH network as well as Wire Transfer and Check Processing including documentation (i.e. file specifications) the client will use as a guide for their internal development.
• Explain all aspects of the requested EDI services.
• Participate in technical kickoff meetings, gather necessary requirements to meet client objectives, perform setups, recommend and conduct end to end testing, and monitor initial live files/activity once in production.
• Ensure the client is able to use the EDI services effectively.
• Maintain and/or contribute to a project plan for client and internal use.
• Act as the single technical point of contact for client inquiries and guidance during the EDI implementation process.
• Initiate transition to client support services upon completion of successful monitoring of live files/activity.
• Provide consultative guidance as necessary for internal constituents including Sales, Fulfillment, Product Management, and LOB Operations partners.Requirements
  • Cash management background with knowledge of electronic payments
  • Previous experience as a project manager or business analyst in cash management implementation, operations, customer service, technical consulting, sales, or systems
  • Previous positions must have included extensive customer contact
  • Familiarity with the ACH network and related bank services
  • Strong interpersonal and project management skills to achieve cooperation/coordination of multiple tasks performed by other business units w/in the bank
  • Presentation skills are necessary
  • The ability to communicate effectively with multiple levels in the customer organization
  • The ability to deal effectively with multiple deadline-driven, customer-sensitive projects and tasks
  • Very strong time management and task prioritization skills
  • The ability to communicate clearly and concisely both verbally and in writing
  • PC proficiency - experience with Windows and all Microsoft Office applicationsShift:1st shift (United States of America)Hours Per Week: 40

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