Business Solutions Operations Specialist

Business Solutions Manager

Provide support to VP Business Solutions Manager, VP Business Solutions, and Business Banking clients on specialized Business Banking products such as ACH Origination, Bill Pay, Express Deposit, Positive Pay, Wire Transfers, Lockbox and Mobile Banking. Additionally, establish/open and provide ongoing customer service on all types of Business Banking deposit accounts and associated add-on services such as Business Credit Cards, Merchant Services and products offered through Intrafi Financial Network. Work onsite and at times in the field both independently and/or jointly with VP - Business Solutions or Business Bankers to install, train and provide ongoing customer service / sales support for Business Banking clients. The incumbent should be comfortable with the sales process as they will also participate at times in joint calling efforts and make presentations with both internal and external business partners as needed. They will actively participate in bank wide committees as assigned.

Primary Responsibilities:

Setting up, installing, troubleshooting on any of the following products:

Access Manager & Security Tokens

Business Solutions/Treasury Management Products-Knowledgeable in all areas

High involvement in the onboarding of new clients to ensure their transition to the bank is a great experience

Assisting Business Banking clients with ongoing exemplary client service

Resolve a variety of technical issues a client may face and troubleshooting more complex issues.

Prepare product and new account and product documents and agreements for compliance

Maintain appropriate files and inspect agreements provided for products listed

Reporting and auditing of various product usage and trend lines

Participate in committees as requested

Ongoing Responsibilities:

Keep current on all new regulations and rules regarding electronic banking services

Attend ongoing training sessions on electronic banking products

Work with auditors and examiners

Test new technologies

Maintains Compliance by:

Working closely with the Compliance Department

Keeping informed of Bank policies / procedures

Proactively preparing for deadlines

Assist with regulatory audits of various products

Secondary Responsibilities:

Joint calling for existing and prospective clients with VP - Business Solutions or Business Bankers

Complete all work by following established policies and operating procedures

Contribute to the overall success of Business Banking by participating in team efforts to grow deposits for the bank and by cross-selling products and services and making referrals to all areas of the bank

Maintain the Bank's goal to be accessible to the client and to provide premium quality service

Maintain a high level of ethical behavior with clients and prospects

Be innovative and offer recommendations to improve customer experience, sales growth, work flow and compliance implications

Other duties as assigned

Skills:

Must be customer oriented, patient, flexible and efficient in their daily work

Should be organized, detail oriented and operate with a sense of urgency for customers when appropriate

Comfortable with presenting new products or new ideas to customers and prospective customers

Good interpersonal and communication skills

Effective written communication skills

Ability to define and solve problems

Proficient with Microsoft Office Suite and other software

Detail oriented and accurate

Tech savviness

Ability to multi-task multiple projects

Continually seeks ways to streamline and improve processes

Aptitude for math with strong analytical skills

Must be technologically savvy and have a passion for troubleshooting electronic banking issues

Good problem solving and resourcefulness.

Ability to work in a fast-paced environment with deadlines and priorities changing daily

Good organizational and time management abilities

EEOC/ADA Statement:

The incumbent must be able to accommodate detailed work, problem solving, customer contact, math, language, verbal and written communications, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Bank of Sun Prairie is committed to the full inclusion of all qualified individuals. As part of this commitment, Bank of Sun Prairie, will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment. Colleagues and/or candidates should contact Human Resources with any questions or concerns.

Working Conditions:

This position is located in an office environment with artificial lighting and controlled heating/air conditioning. The position includes prolonged periods of working on a computer and repeating motions that may include the wrists, hands, and/or fingers. The incumbent