Responsibilities include but are not limited to :

• Processes all new Partner Banking clients, including but not limited to onboarding into multiple systems, exposure structures, testing for payment and file processing formats.
• Prepare effective internal documentation of Partner Banking processing ensuring Nacha and regulatory compliance.
• Maintain and service assigned Partner Banking Profiles within processing systems.
• Ability to interpret data and trends, diagnose problems and act promptly to resolve issues internally or with stakeholders such as Credit Risk or Compliance.
• Assist with delivering monthly reporting requirements with stakeholders, including ensuring bank-mandated reporting is shared with Partner Banking Teams as well as Executive Board Reporting.
• Assist with creation of monthly billing requirements with XAA Team.
• Reports any client issues related to the program, including payment processing and / or Nacha issues that need to be resolved.
• Provide reports of information as required.
• Helps facilitate partner implementation into Partner Banking tools.
• Helps ensure a continuous uninterrupted partner lifecycle from testing through the length of the relationship with the bank.

Last updated : 2024-05-23