Business Analyst - Offers Fulfillment

the Client•Mount Laurel, NJ

1d•Hybrid

About The Position

The Business Management Specialist will support the Consumer Deposit Products & Payments business with client acquisition and engagement offer fulfillment, decisioning exception requests, and client-level research on complex financial products and offer qualifiers. The role contributes to business growth by improving client acquisition, activation, and relationship-deepening journeys. The incumbent processes, reviews, and executes multiple offer fulfillment inquiries and research requests in a timely manner, working independently, making equitable decisions, and applying best practices to protect the organization's reputational risk. This is a six-month contract with potential extension based on performance; conversion is not available. The role is hybrid, with required in-office presence at the end of the term. The schedule is Monday through Friday, 9:00 AM to 5:00 PM, and travel is not required. Contractors will have access to customer data. The interview process is one virtual round.

Requirements

Proficiency in Excel.
Ability to conduct independent research.
Banking experience and understanding of financial products.
Three to five years of relevant banking experience.
Strong knowledge of the banking industry, including systems, products, and services.
Ability to perform multiple tasks in a fast-paced environment.
Proven customer service skills, including identifying and addressing client issues.
Ability to provide courteous, efficient, and professional customer service and manage inquiries, sales, or issues promptly and effectively.
Ability to meet and exceed customer expectations and translate technical material for nontechnical users.
Proficiency with Microsoft Office, including Excel, Word, and PowerPoint.
Thorough understanding of acquisition and engagement channels in a financial setting.
Strong relationship skills and ability to work across different areas of a bank.
Organizational skills and ability to understand multiple offer variations and client trends.
Experience tracking progress and facilitating traditional and digital creative assets through approval processes.
Positive, team-oriented approach.
Knowledge of risk management environments, standards, and regulations.
Sound judgment and effective oral and written communication skills.
Ability to analyze, organize, and prioritize work while meeting multiple deadlines.
Ability to work successfully both independently and as a team member.
Ability to handle confidential information with discretion.
Must be eligible for employment under regulatory standards applicable to the position.
Strong communication, initiative, and problem-solving skills.

Nice To Haves

Fidelity experience.
An undergraduate degree or relevant professional certifications, designations, or equivalent.

Responsibilities

Support client acquisition and engagement offer fulfillment for the Consumer Deposit Products & Payments business.
Handle decisioning exception requests and conduct client-level research on complex financial products and offer qualifiers.
Contribute to improving client acquisition, activation, and relationship-deepening journeys.
Process, review, and execute offer fulfillment inquiries and research requests in a timely manner.
Work independently, make equitable decisions, and apply best practices to protect the organization's reputational risk.