Business Management Specialist

Job Description

Job Description

Our client, a Banking company, is looking for a Business Management Specialist for their Mt Laurel Township, NJ/ New York City, NY location.

• 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.

• Proficiency in excel
• Independent research
• Banking experience understand financial products
• Fidelity experience
• Strong communication skills
• Experience w/ offers in banking
• Someone who takes initiative
• Problem solving skills
• Undergraduate degree or relevant professional certifications, designations, or equivalent strongly preferred.
• 3 - 5+ years relevant banking experience
• 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.

• Health Benefits
• Referral Program
• Excellent growth and advancement opportunities