Commercial Card Manager leading a high-performing team delivering lifecycle of commercial card services in the financial sector. Focused on client experience, operational efficiency, and team development in a fast-paced environment.
Responsibilities
Lead, coach, and develop a team of Commercial Card Service Specialists, establishing clear expectations for ownership, quality, productivity, and customer experience
Provide regular updates to leadership through dashboards, pipeline summaries, capacity reports, and operational performance metrics
Manage client support channels (call queue, shared mailbox) to maintain high service levels and timely issue resolution
Monitor and improve client experience metrics across onboarding and servicing touchpoints
Develop, document, and maintain scalable, well-controlled processes for commercial card onboarding and servicing
Establish and monitor operational KPIs, service delivery metrics, and team performance dashboards
Identify and implement continuous process improvements to reduce friction, increase efficiency, and enhance client outcomes
Ensure the team follows standardized operation procedures, quality expectations, and compliance requirements
Partner with Sales and Product to maintain pipeline visibility, assess capacity, and define implementation timelines that set clear expectations for the clients and internal partners
Collaborate with Technology, Risk, and business partners on platform enhancements, operational needs, and issue resolution
Represent the Commercial Card S&O team in strategic planning sessions, cross functional meetings, and enterprise initiatives
Document and maintain efficient and managed customer card services and onboarding processes, with a strong focus on creating a scalable and controlled operating model
Implement and maintain strong business controls, partnering with Risk organization to ensure risks are identified, monitored, and mitigated
Ensure full compliance with regulatory, audit, and internal policy requirements
Maintain accurate and complete process documentation and evidence to meet all risk and control expectations
Lead and support initiatives related to technology, process redesign, operational scalability, and customer experience improvements
Flexibility to perform additional duties as assigned
Requirements
Bachelor’s Degree, or in lieu of degree, an additional 5 years of experience is required
7+ years of leadership and/or management experience with previous financial firm or accounting
3+ years of previous CML Card Servicing experience (Preferred)
Demonstrated ability to quickly analyze situations and risks, determine paths of action, and execute flawlessly
Experience in project planning and management, agile execution methodology with the ability to manage multiple projects in a fast-paced environment and meet deadlines
Proven leadership and mentoring capabilities
Comfortable working in a team environment and guiding/mentoring staff
Excellent skills with MS Word, Excel, and PowerPoint
Candid and concise communication skills
Excellent executive-level presentation skills
Must be savvy and enthusiastic about driving results and innovation
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