Merchant Portfolio Analyst

Bank of America

. Serve as the primary escalation point for clients in an assigned portfolio .

Posted 10/9/2026full-timeUnited StatesMid-LevelSenior💰 $85,500 - $114,100 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management, issue resolution, and financial analysis, with a strong focus on enhancing the client experience and optimizing operational processes. Proficient in multi-platform support and knowledgeable in industry trends and regulatory developments.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisIssue ResolutionData VisualizationBusiness Process Analysis

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Basic Accounting PrinciplesFinancial AnalysisData VisualizationBusiness AnalyticsPerformance MonitoringConflict ResolutionBusiness Process AnalysisStrategy PlanningTrend AnalysisOperational Issue Resolution

Soft Skills

AdaptabilityCustomer-Focused ApproachStrong Communication SkillsNegotiation Skills

Tools & Technologies

POS SystemsAuthorization PlatformsSettlement PlatformsReporting ToolsConnectivity Solutions

Industry Keywords

Client RetentionSelf-Servicing OptionsChargebacksEscrowBilling ManagementTransaction AuthorizationRegulatory DevelopmentsIndustry Trends

About the role

Key responsibilities & impact

Serve as the primary escalation point for clients in an assigned portfolio
Identify, analyze, and resolve client issues
Expand client awareness of self-servicing options
Deepen existing client relationships and optimize the client experience
Support client retention
Provide multi-platform support across 5–10 processing platforms
Educate clients on products and reconciliation tools
Manage billing and invoices
Handle boarding processes, including new location setup and entitlement changes
Provide transaction authorization and processing information
Resolve chargebacks, collection, escrow, and pending items
Address equipment inquiries and issues
Resolve funding delays and missing payments
Troubleshoot production, authorization, funding, reporting, network, connectivity, and file transmission issues
Collaborate with internal and external stakeholders and provide follow-up communications

Requirements

What you’ll need

Adaptability and ability to prioritize high-priority clients and track requests to completion
Basic accounting principles
Financial analysis including customer revenue, fees/billing, and reconciliation processes
Strong verbal, written, and presentation communication skills
Conflict resolution skills
Customer-focused approach
Ability to identify, analyze, resolve, and escalate operational issues
Knowledge of third-party system architecture, POS systems, gateways, connectivity, authorization platforms, settlement platforms, reporting, and funding solutions
Performance monitoring and tracking
Industry and associated product knowledge
Knowledge of industry trends and regulatory developments
Negotiation skills
Business process analysis
Data visualization
Data and trend analysis
Business analytics
Strategy planning and development
40 hours per week
Ability to work first shift in the United States of America

Benefits

Comp & perks

Inclusive workplace culture
Opportunities to learn, grow, and build a career
Performance recognition and rewards
Support for physical, emotional, and financial wellness
Affordable, competitive, and flexible benefits
Annual discretionary incentive plan eligibility
Benefits eligibility
Paid time off
Employee resources and support