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Business Management Specialist

Spectraforce Technologies

Job Title: Business Management Specialist

Location: Mount Laurel 08054, NJ or NYC, NY 10017 (Remote however will be required to come into office at the end of the term)

Duration: 6 months, Assignment (potential for extension depends on business needs)

Shift/Hours: 40hours/week, Mon-Fri

Summary :
  • 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.
  • Someone who takes initiative.
  • Problem solving skills.


Soft Skills :
  • Strong communication skills.


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.
Vacancy posted 3 days ago
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