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Payment Consultant

3 months ago

Jersey City, United States Incedo Inc. Full time

Job Summary: We are seeking an experienced Payments/Client Onboarding Specialist with a strong background in treasury payment products within the banking sector. The ideal candidate will have a proven track record in client-facing roles, exceptional client management skills, and a deep understanding of payment platforms, including ACH, Check, Zelle, and Cards.

Key Responsibilities:

  • Collaborate with bank product managers to pitch and present payment services to clients.
  • Develop a comprehensive understanding of the payment platforms deployed within the bank.
  • Participate in client sales meetings to explain payment service products and features.
  • Facilitate client onboarding activities by coordinating with various teams within the bank.
  • Address client queries related to the payments platform and ensure timely resolution.
  • Act as the main point of contact between clients and internal teams, ensuring smooth communication and effective issue resolution.
  • Manage client relationships and ensure a high level of satisfaction throughout the onboarding process.
  • Prepare and deliver presentations using tools such as Word, Excel, and PowerPoint.
  • Support project management and stakeholder coordination activities related to client onboarding and payment services.

Qualifications:

  • Proven experience in client-facing roles, particularly within the banking sector.
  • Prior experience facilitating client onboarding for treasury payment products in banks.
  • Strong understanding of account payable payment products.
  • Hands-on experience with payment rails such as ACH, Check, Zelle, and Cards.
  • Exceptional client management and communication skills.
  • Experience managing client queries and providing effective solutions.
  • Proficiency in creating presentations and working with Microsoft Word, Excel, and PowerPoint.
  • Prior experience in project management, stakeholder management, and client coordination.