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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in client management and support within financial services, with a strong focus on process improvement and operational efficiency. Proficient in managing vendor relationships and facilitating product integrations while ensuring compliance with service-level agreements.
Highest-signal resume keywords
Financial Services ExperienceCommercial Card Product ExperienceClient Management ExperienceProcess Improvement KnowledgeIssuer Processing Systems Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Account MaintenanceTransaction ResearchFile Transmission ManagementAPI KnowledgeERP KnowledgeCRM KnowledgeProduct ManagementClient Escalation ManagementOperational EfficiencyProcess Improvement
Soft Skills
Critical ThinkingProblem-SolvingWritten CommunicationVerbal CommunicationOrganizational Skills
Tools & Technologies
Microsoft OfficeTSYSFiservDXC
Industry Keywords
FintechBankingVendor Relationship ManagementCustomer ServiceStakeholder Management
Tech Stack
Tools & technologiesERP
About the role
Key responsibilities & impact- Support card program inquiries from clients, internal teams, and vendor partners
- Perform accurate account maintenance within service-level agreements
- Assist with simultaneous product integration projects, including client training
- Resolve client escalations, determine root causes, and report issues to the manager
- Provide process improvement guidance to leadership
- Facilitate website portal training and customization
- Safely handle and secure sensitive client data
- Conduct client, internal partner, and vendor conversations to provide best-in-class service
- Perform transaction research and support complex integration efforts
Requirements
What you’ll need- Minimum five years in financial services, banking, or fintech
- Minimum two years in commercial card, with commercial card platform or product experience
- Minimum one year of relationship or client management experience, or similar
- Minimum two years of customer service or customer-facing experience
- Knowledge of process improvement and operational efficiency
- Product management or product support experience
- Vendor relationship and performance management preferred
- Issuer processing systems experience (TSYS, Fiserv, DXC) preferred
- Financial services and fintech operations knowledge
- API, ERP, and CRM systems knowledge preferred
- File transmission and file feed management experience preferred
- Client escalation management
- Critical thinking and problem-solving
- Written and verbal communication
- Organizational, prioritization, and time management
- Cross-functional collaboration and stakeholder management
- Influence and change management
- Microsoft Office and PC application proficiency
- Currently authorized to work in the United States on a full-time basis
- Not eligible for employment visa sponsorship (e.g., H-1B)
Benefits
Comp & perks- Eligibility for incentive compensation, which may include production, commission, and/or discretionary incentives
- Flexible options for roles that can be performed effectively in a mobile environment
- Reasonable accommodations for qualified individuals with disabilities or disabled veterans