Get the chrome extension Business Management Specialist
ICONMA, LLC
**
Mount Laurel, New Jersey
Basic
Posted 1 day ago
Business Analyst II
Location: Mount Laurel, NJ/Remote
Duration: 6 months with possible extension
Description:
Possibility of any Additional Upcoming Furlough: Standard
Scope of Project: BAU work
Team Size/Culture: 3 people currently
Selling Points of Position (CVP): High visible program in the bank to generate new clients, growing team , great team
Degree/Level of Education: College degree is preferred
Years of Overall Experience: 2-4 years
How will performance be measured: deliverables, getting tickets and inquiries down
Preferred/Ideal Candidate Background: direct experience with like fulfillment of offers, like promotional rate
Summary of the role:
Typical day-to-day responsibilities
The Business Management Specialist will support the Consumer Deposit Products & Payments business with client acquisition and engagement offer fulfillment, decisioning exception requests, and conducting client-level research on a range of complex financial products and offer qualifiers. This role contributes to the growth of the business by improving Client acquisition, activation, and relationship deepening journeys.
The incumbent is accountable to process, review and execute multiple offer fulfillment inquires and research quests in a timely manner. The Business Management Specialist is expected to work independently, make equitable decisions, and apply best practices to ensure client's reputational risk is protected.
Must-have hard skills:
Proficiency in excel
independent research
Banking experience understand financial products
Fidelity experience
Soft skills:
Strong communication skills
Nice-to-have
Experience w/ offers in banking
Someone who takes initiative
Problem solving skills
Job requirements
Education & experience:
Undergraduate degree or relevant professional certifications, designations, or equivalent strongly preferred.
3 - 5+ years relevant banking experience
Preferred qualifications:
Strong knowledge of banking industry, including systems, products and services.
Proven ability to perform multiple tasks in a fast-paced environment.
Proven Customer service skills, including concern for and ability to identify client issues.
Able to provide courteous, efficient, and professional customer service to ensure inquiries, sales and/or issues are managed promptly and effectively under all conditions
Proven ability to meet and exceed Customer expectations and ability to translate technical material and information for nontechnical users.
Proficiency with Microsoft Office Programs, including Microsoft Excel, Word, and PowerPoint
Thorough understanding of acquisition and engagement channels in a financial setting
Strong relationship skills and ability to work across many different areas of the bank
Organizational skills and ability to comprehend multiple offer variations and client trends
Experience tracking progress and facilitating traditional and digital creative assets through multiple approval processes
Team player; positive energy and attitude
Knowledge of risk management environment, standards and regulations
Ability to exercise sound judgement in making decisions
Ability to communicate effectively in both oral and written form
Ability to analyze, organize and prioritize work while meeting multiple deadlines
Ability to work successfully as a member of a team and independently
Ability to handle confidential information with discretion
Must be eligible for employment under regulatory standards applicable to the position.
Call Note:
Must Have Skills
Deposit Operations
Checking in Checking Accounts/Savings Accounts/bank offers
CDs
Payments
Handling emails
200-300 cases per day
5-10 offers reviewing
Cases with sla
New account bonuses
Promotional interest rates
more focused on offer fulfillment
looking for strong Excel exp
Fidelity, they kept in must have but it is an error it is nice to have
Nice-To-Have
Fidelity experience
Skills :
banking experience understand financial products 2 years
Fidelity experience 2 years
Independent research 2 years
Proficiency in Excel Yes
Strong communication skills Yes
Experience w/ offers in banking Yes
Someone who takes initiative Yes
Strong problem solving skills YesWhy Should You Apply?
Location: Mount Laurel, NJ/Remote
Duration: 6 months with possible extension
Description:
Possibility of any Additional Upcoming Furlough: Standard
Scope of Project: BAU work
Team Size/Culture: 3 people currently
Selling Points of Position (CVP): High visible program in the bank to generate new clients, growing team , great team
Degree/Level of Education: College degree is preferred
Years of Overall Experience: 2-4 years
How will performance be measured: deliverables, getting tickets and inquiries down
Preferred/Ideal Candidate Background: direct experience with like fulfillment of offers, like promotional rate
Summary of the role:
Typical day-to-day responsibilities
The Business Management Specialist will support the Consumer Deposit Products & Payments business with client acquisition and engagement offer fulfillment, decisioning exception requests, and conducting client-level research on a range of complex financial products and offer qualifiers. This role contributes to the growth of the business by improving Client acquisition, activation, and relationship deepening journeys.
The incumbent is accountable to process, review and execute multiple offer fulfillment inquires and research quests in a timely manner. The Business Management Specialist is expected to work independently, make equitable decisions, and apply best practices to ensure client's reputational risk is protected.
Must-have hard skills:
Proficiency in excel
independent research
Banking experience understand financial products
Fidelity experience
Soft skills:
Strong communication skills
Nice-to-have
Experience w/ offers in banking
Someone who takes initiative
Problem solving skills
Job requirements
Education & experience:
Undergraduate degree or relevant professional certifications, designations, or equivalent strongly preferred.
3 - 5+ years relevant banking experience
Preferred qualifications:
Strong knowledge of banking industry, including systems, products and services.
Proven ability to perform multiple tasks in a fast-paced environment.
Proven Customer service skills, including concern for and ability to identify client issues.
Able to provide courteous, efficient, and professional customer service to ensure inquiries, sales and/or issues are managed promptly and effectively under all conditions
Proven ability to meet and exceed Customer expectations and ability to translate technical material and information for nontechnical users.
Proficiency with Microsoft Office Programs, including Microsoft Excel, Word, and PowerPoint
Thorough understanding of acquisition and engagement channels in a financial setting
Strong relationship skills and ability to work across many different areas of the bank
Organizational skills and ability to comprehend multiple offer variations and client trends
Experience tracking progress and facilitating traditional and digital creative assets through multiple approval processes
Team player; positive energy and attitude
Knowledge of risk management environment, standards and regulations
Ability to exercise sound judgement in making decisions
Ability to communicate effectively in both oral and written form
Ability to analyze, organize and prioritize work while meeting multiple deadlines
Ability to work successfully as a member of a team and independently
Ability to handle confidential information with discretion
Must be eligible for employment under regulatory standards applicable to the position.
Call Note:
Must Have Skills
Deposit Operations
Checking in Checking Accounts/Savings Accounts/bank offers
CDs
Payments
Handling emails
200-300 cases per day
5-10 offers reviewing
Cases with sla
New account bonuses
Promotional interest rates
more focused on offer fulfillment
looking for strong Excel exp
Fidelity, they kept in must have but it is an error it is nice to have
Nice-To-Have
Fidelity experience
Skills :
banking experience understand financial products 2 years
Fidelity experience 2 years
Independent research 2 years
Proficiency in Excel Yes
Strong communication skills Yes
Experience w/ offers in banking Yes
Someone who takes initiative Yes
Strong problem solving skills YesWhy Should You Apply?
- Health Benefits
- Referral Program