Merchant Portfolio Analyst

Bank of America

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

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

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management, issue resolution, and financial analysis, with a strong focus on optimizing client experience and retention. Proficient in troubleshooting multi-platform processing issues and providing effective client education on products and tools.

Highest-signal resume keywords

Client Relationship ManagementFinancial Analysis SkillsIssue ResolutionMulti-Platform SupportCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Financial AnalysisBasic Accounting PrinciplesReconciliation ProcessesTroubleshootingAuthorization PlatformsSettlement PlatformsPOS SystemsConnectivity SolutionsBilling ManagementTransaction Processing

Soft Skills

Customer-Focused ApproachNegotiation SkillsCollaborationTrust BuildingProblem Solving

Industry Keywords

Client EscalationChargebacksCollectionsFunding DelaysProcessing IssuesSelf-Servicing OptionsPerformance MonitoringStakeholder CollaborationOperational IssuesCommunication

About the role

Key responsibilities & impact

Serve as the primary escalation point for clients in the assigned portfolio
Identify, analyze, and resolve client issues
Expand client awareness of available self-servicing options
Deepen existing client relationships and optimize client experience and retention
Provide multi-platform support across 5–10 processing platforms
Provide client education on products and reconciliation tools
Manage billing and invoices
Handle boarding processes, including new location setup and entitlement changes
Support transaction authorization and processing information
Address chargebacks, collections, escrow, and pending items
Resolve equipment inquiries and issues
Investigate funding delays and missing payments
Troubleshoot, diagnose, and resolve authorization, funding, reporting, network, connectivity, and file transmission issues
Manage processing issues including rejects, duplications, reversals, and special processing

Requirements

What you’ll need

Ability to focus attention, time and resources on highest priority clients and opportunities
Ability to prioritize issues and effectively track requests to completion
Understanding of basic accounting principles
Financial analysis skills including customer revenue, fees/billing, and reconciliation processes
Strong verbal, written, and presentation communication skills
Ability to build trust and instill confidence through ongoing communications
Ability to identify disagreement and navigate to resolution
Customer-focused approach aligned with business goals
Ability to identify, analyze, and resolve operational issues
Ability to collaborate with internal and external stakeholders
Understanding of 3rd party system architecture, POS systems, gateways, connectivity, authorization platforms, settlement platforms, reporting, and funding solutions
Ability to support performance monitoring and tracking
Industry and associated product knowledge preferred/desired
Negotiation skills preferred/desired

Benefits

Comp & perks

Discretionary incentive eligible; eligible to participate in the annual discretionary plan
Annual discretionary award based on individual performance, line of business/group performance, and Company success
Benefits eligible
Industry-leading benefits
Paid time off
Resources and support for employees
In-office culture supporting collaboration, engagement, and career development
Opportunities to learn, grow, and make an impact