Monday, November 29, 2010

Merchant Services / Credit Card Services Manager - Indianapolis headquartered financial institution

We have been retained by an Indianapolis headquartered financial institution to assist them in search and selection of an experienced professional to lead their Merchant Services / Credit Card Services internal operations. This institution has been profitable during the recession and has one of the highest equity growth rates for small institutions in the nation. The environment is professional but with opportunity to "wear many hats" and lead a variety of projects and initiatives. Below is a full job description:

Job Title: Manager, Credit Card Services

Branch/Dept.: Credit Card Services
Reports to: Sr. VP & Chief Client Officer

1. Summary: The incumbent is accountable for managing the credit card and merchant services products, operations and related functions within the Bank. The incumbent provides the highest quality of service to every internal and external customer. Independent judgment is required to plan, prioritize, and organize diversified workload.

2. Essential Functions: This information is intended to be descriptive of the key responsibilities of the position. The following examples do not identify all duties performed by any single incumbent. The job description is subject to change as the needs and requirements of the job change, or otherwise as the Bank deems appropriate..

♦Responsible for the Bank’s Credit Card and Merchant Services products, as well as client support of credit cards and Merchant Services for both internal and external clients

♦Responsible for evaluating existing and potential new products to ensure the Bank maintains competitive products, while simultaneously yielding an appropriate profit margin.

♦Maintains primary responsibility for vendor relationships involving both Credit Cards and Merchant Services.

♦Works with Target Market Managers and the Banking Center Managers to market and support Credit Card Services products & services

♦Develops and maintains marketing materials for Credit Card Services products

♦Manages productivity, and provides coaching, to all staff in the Credit Card Services department

3. Additional Responsibilities: Special projects as assigned by the Sr. VP and Chief Client Officer.

4. Required Education, Experience, and Skills:

♦Two or four year degree in business, operations, systems or related discipline, or equivalent experience

♦Minimum 5 years of bank experience which may include experience in credit card and/or merchant services products, lending, branch administration, operations and/or compliance.

♦General knowledge and understanding of regulations and laws that apply to banks.

♦Proven ability to manage staff to maximize morale, accuracy, efficiency and tenure.

♦Ability to oversee the department operational functions.

♦Excellent customer service skills.

♦Ability to interpret data and problem solve

♦Computer proficiency

♦Proven verbal and written communication skills

5. Physical Requirements: Include the ability to:

♦Express or exchange ideas by means of the spoken word.

♦Perceive the nature of sounds with or without correction.

♦Visually identify and distinguish between various documents and currency.

♦Requires frequent local travel to client sites.

6. Equipment Used: Computer, printer, telephone, fax machine, and photocopier.

7. Supervisory Requirements: This position has direct supervisory responsibilities. The incumbent is responsible for making decisions to hire new members of the staff, providing information, training and direction, assigning, prioritizing, aligning or realigning work assignments, managing performance and disciplining poor behavior.

8. Working Conditions: Office environment.

1.This job description in no way states or implies that these are the only tasks to be performed by the incumbent occupying this job. The incumbent will be required to follow any other instructions and to perform any other job-related duties.
2.Requirements are representative of minimum levels of knowledge, skills, and/or abilities. To perform this job successfully the incumbent will possess the abilities and aptitudes to perform each task proficiently.
3.Ability means to possess and apply both knowledge and skill.
4.This job description describes the minimum selection requirements to qualify for the job. However, promotion and other employment decisions are also based on Bank needs, being in good standing, fully-competent performance, and other nondiscriminatory issues.
5.This job description does not create an employment contract, implied or otherwise, other than an "at will" employment relationship.

If you or someone that you know would have an interest in this position, please contact us at (317) 466-9740 or by email at Since 1995, Career Solutions Group, Inc. has provided retained executive search services and recruitment process outsourcing (RPO) primarily to Indiana headquartered companies is a wide range of industries from banking to public accounting to engineering/manufacturing and sales/marketing. The majority of our assignments are for professional level positions at a Sr. Specialist or Middle Managerial level to CEO. Our office is located at 55 Monument Circle, Suite 1000; Indianapolis, IN 46204.

Investment Portfolio Accountant - Indianapolis

A locally headquartered, boutique wealth management firm is looking for and investment accountant. A brief job descriptions follows:

Investment Accountant (Portfolio Accountant)
Job Description
 Reconcile transactions to client’s custodian.
 Resolve discrepancies and communicate with client, custodian and or broker in a timely manner.
 Update performance daily.
 Provide performance analysis.
 Report on accounts internally, for clients, and consultants.
 Prepare month end and quarter end reporting on client accounts.
 Prepare monthly fee accruals and quarterly client billings.
 Assist in the pricing and review of portfolio securities.
 Assist with day to day operations of the office.
 Prefer two year degree in finance, accounting, economics or business administration.
 2-5 years of work experience.
 Proficient in Microsoft Office, i.e., Word, Excel and PowerPoint.
 Experience with Advent Axys a plus.
 Experience with investment accounting a plus.
 Possess strong written and oral communication skills.
 Be diligent and self motivated with attention to detail; honest, hard working mentality.
 Work well as a member of a team with a willingness to take initiative and learn.

This is a well-established, small, north side wealth management firm. The firm's leadership are CFAs.

If you would have an interest in this position or similar positions in investment and wealth management please contact Career Solutions at (317) 466-9740 or by email at Career Solutions Group, Inc. has over 15 years of retained search experience in the local wealth management marketplace.