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Relationship Support Liaison
Location:
Louisville, KY
Description:
POSITION PURPOSE AND OBJECTIVES:The Relationship Support Liaison is responsible for maintaining and monitoring the relationship with Tax Software companies. Responsibilities include keeping technical and informational documents up-to-date, communicating any changes, testing, trouble-shooting issues and monitoring the electronic files that are used to communicate data between our Partners and Republic. This position works closely with Relationship Support Supervisor and Software Partners. This position will keep in constant contact with Software Partners, by conducting regularly scheduled meetings, to keep management informed of any issues/needs to maintain a strong partner relationship.MINIMUM QUALIFICATIONS:• Undergraduate degree, Technical Certifications or equivalent experience preferred.• Proficient in MS Office products (Excel, Word, PowerPoint, and Outlook) required.• Demonstrated knowledge in creating technical specifications and file layouts preferred.• Overall understanding of File Transfer Protocol (FTP) and XML preferred.• Demonstrated moderate SQL Table Query skills preferred.ESSENTIAL JOB FUNCTIONS AND RESPONSIBILITIES:• Develop and maintain a strong rapport with assigned Tax Software Partners and serve as “point of contact” for all communication.• Schedule and conduct regular meetings with your assigned Software Partners and internal teams. Keep the task list up to date from discussions within the meeting and from communications outside of the meeting. Obtain answers to open questions from the Software Partner or internal contacts.• Accurately prepare file and process specifications appropriate to the offerings of each assigned Partner.• Verify all technical and informational documents created meet department standards for accuracy and completeness.• Perform User Acceptance Testing on specification or process changes that have Partner impact.• Develop test plans and conduct thorough testing using the file specifications to ensure system capabilities between Republic Bank and Software Partners accurately support bank products offered.• Enter and track system defects discovered through testing. Track and report any production system defects.• Perform visual compare of tax software provided bank documents against the approved bank documents and identify any differences needing correction.• Assist in developing, defining and enforcing Partner standards.• Monitor daily files from tax software partners and report any rejects or invalid data needing corrections.• Learn details of the Bank Products offered and the process for each of your assigned partners.• Provide input regarding any challenges for your assigned Partner in implementing the bank programs.• Work with management to gain approval of partner requested exceptions or alternate implementation paths.• Update partner profile document with unique products or processing differences for assigned partners.• Create agenda for Partner post-season meeting and PowerPoint presentation for Partner pre-season meeting and facilitate these meetings that are conducted at Partner locations.• Maintain a working knowledge of the processing differences across all tax systems to support software partners and internal teams.• Maintain a working knowledge of compliance requirements affecting your position and area of responsibilities and actively learn new regulations and assist in the implementation, if required.• Model and foster behaviors that support the Bank’s values and corporate culture creating an atmosphere of trust, cooperation, accountability and dedication to the organization.• Willingly performs all other duties and projects as assigned.INTERPERSONAL SKILLS AND COMPETENCIES REQUIRED:• Excellent verbal and written communications skills for effective interactions with partners.• Must be self-motivated and work well in a team environment.• Must be detail oriented and have excellent organizational skills.• Ability to multi-task in a high stress environment.PHYSICAL REQUIREMENTS:The physical demands described here are representative of those that must be met by an associate to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.While performing the duties of this position, the associate is regularly required to sit, use hands to finger, handle, or feel; and talk or hear. The associate frequently is required to stand or walk. The associate is occasionally required to reach with hands and arms. The associate must occasionally lift and/or move 10 pounds. Specific vision abilities required by this position include close vision, and distance vision. The noise level in the work environment is usually moderate.OTHER REQUIREMENTS:• This position may be work-from-home eligible on a limited basis. Individual participation to be permitted at management discretion.• Travel between Republic Banking facilities may be required.• Occasional out-of-town travel is required.• Flexible work schedule that will include some evenings, weekends and overtime work.• Stay abreast of new developments, best practices, and statutory and regulatory changes.**The above is intended to describe the general content of and requirements for the performance of this position. It is not construed as an exhaustive statement of duties, responsibilities or requirements. recblid gukzrhv16zpbx0xislgdmlwcuzjfbl
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More About this Listing: Relationship Support Liaison
Relationship Support Liaison is a Accounting & Finance Relationship Support Liaison Job at Republic Bank located in Louisville KY. Find other listings like Relationship Support Liaison by searching Oodle for Accounting & Finance Relationship Support Liaison Jobs.
Relationship Support Liaison is a Accounting & Finance Relationship Support Liaison Job at Republic Bank located in Louisville KY. Find other listings like Relationship Support Liaison by searching Oodle for Accounting & Finance Relationship Support Liaison Jobs.