Digital Onboarding Platform Manager

Posted:
8/20/2024, 5:00:00 PM

Location(s):
Charlotte, North Carolina, United States ⋅ Atlanta, Georgia, United States ⋅ North Carolina, United States ⋅ Georgia, United States

Experience Level(s):
Junior ⋅ Mid Level ⋅ Senior

Field(s):
Finance & Banking ⋅ Sales & Account Management

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. 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!

Job Description:
This job is responsible for developing and implementing business strategies by managing platform development initiatives from idea creation through deployment. Key responsibilities include identifying customer needs, working with Technology on design options, and validating concepts. Job expectations include developing business cases, partnering with Technology and key operational stakeholders to conduct analyses, and writing business and functional requirements documentation.

This is a critical role within the Merchant Solutions organization, by leading platform development initiatives from idea creation through deployment, utilizing all aspects of product and platform management.   These include identifying customer need, designing and validating concepts, developing business cases, managing vendor negotiations and relationships, partnering with technology to analyze and write Business and Functional Requirements documentation, managing to a budget, driving subject matter expertise in coordinating and developing communications with Marketing and Training, coordinating business and Beta testers, and implementing deliverables.   Day-to-day responsibilities include:

  • Delivering a compelling experience for prospective clients to explore and sign up for products & services through our marketing and onboarding platforms
  • Delivering an exceptional welcome experience for new clients
  • Enabling employees, partners and large customers to seamlessly onboard clients
  • Collaborating with channel leaders, sales and marketing to design and implement Product Catalogs
  • Responsible for new account acquisition client selection and offer strategies for segments within Merchant Services 
  • Accountable for setting strategic direction and optimizing the balance between risk/reward for client selection and offer strategies across all channels
  • Monitoring changes in competitive landscape; develop targeting and offer test plans to measure consumer sensitivity, financial performance, and growth opportunity
  • Creating and maintaining a high level of partnership with leaders in Finance, Risk, Modeling, Analytics, Testing, Marketing, Legal, Compliance and Channel to deliver on stated business objectives
  • Serving as primary liaison with Program Owners, Business Channel leaders, SMEs, Technology, Operations, Client Services, Legal, Compliance Risk, and external suppliers/vendors

Responsibilities:

  • Defines the strategic vision for key user experience functionalities, identifying administrative modifications and opportunities to streamline data entry processes
  • Drives innovation and improves platforms used by bank employees and support organizations to maximize system stability, while minimizing user disruption
  • Interacts with key program stakeholders such as platform and process design teams to facilitate solutions and remedies to any risks/issues identified during platform deployment
  • Leads the end-to-end requirement gathering and release execution process from an operational validation perspective with Technology partners
  • Manages User Acceptance Testing execution and documents evidence of success prior to release
  • Partners with Technology to plan, implement, and deploy business strategies, while prioritizing the bank's long and short-term goals

Skills:

  • 10+ years’ in financial services

  • 5+ years’ in card portfolio management strategy experience

  • Customer centric with ability to balance customer needs and business financials

  • Strong quantitative and qualitative analytical skills - including P&L management and business case development

  • Proven record of innovation and implementation through strong teamwork

  • Communicates and influences with impact; Demonstrates high level of verbal and written communication skills

  • High aptitude of assessing financial performance and interpreting analytics; intellectually curious

  • Demonstrated knowledge of MS office (Excel, Access, Word and PowerPoint)g

Desired Skills:

  • Experience in Financial Technology, Financial Services, or Payments

Shift:

1st shift (United States of America)

Hours Per Week: 

40