Business Solutions Operations Specialist

Bank of Sun Prairie • Sun Prairie, WI

1d • Onsite

About The Position

The Business Solutions Operations Specialist supports the VP – Business Solutions Manager, VP – Business Solutions, and Business Banking clients with specialized Business Banking products, including ACH Origination, Bill Pay, Express Deposit, Positive Pay, Wire Transfers, Lockbox, and Mobile Banking. The role also establishes and opens Business Banking deposit accounts and provides ongoing service for those accounts and related offerings, such as Business Credit Cards, Merchant Services, and products offered through Intrafi Financial Network.

The position works onsite and sometimes in the field, independently or alongside the VP – Business Solutions or Business Bankers, to install products, train clients, and provide ongoing customer service and sales support. The specialist may participate in joint client calls and presentations with internal and external business partners, and in bank-wide committees as assigned. The role also supports client onboarding, electronic banking troubleshooting, product documentation, compliance, reporting, audits, and testing new technologies.

Requirements

• Customer-oriented, patient, flexible, and efficient.
• Organized, detail-oriented, accurate, and able to respond to customer needs with appropriate urgency.
• Comfortable presenting products and ideas to customers and prospective customers.
• Good interpersonal, verbal, and written communication skills.
• Ability to define and solve problems; strong problem-solving skills and resourcefulness.
• Proficient with Microsoft Office Suite and other software.
• Technologically savvy, with an interest in troubleshooting electronic banking issues.
• Able to manage multiple projects and concurrent tasks in a fast-paced environment with changing deadlines and priorities.
• Continually seeks ways to streamline and improve processes.
• Aptitude for mathematics and strong analytical skills.
• Good organizational and time-management abilities.
• Able to accommodate detailed work, problem solving, customer contact, math, language, verbal and written communications, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Responsibilities

• Set up, install, and troubleshoot Access Manager, Security Tokens, and Business Solutions/Treasury Management products.
• Support onboarding of new clients and help ensure a positive transition to the bank.
• Provide ongoing service to Business Banking clients and resolve technical issues, including complex issues.
• Prepare product and new-account documents and agreements for compliance; maintain files and inspect product agreements.
• Report and audit product usage and trends.
• Participate in committees as requested.
• Stay current on regulations and rules for electronic banking services and attend related training.
• Work with auditors and examiners, test new technologies, and assist with regulatory audits of products.
• Work with the Compliance Department, follow bank policies and procedures, and prepare proactively for deadlines.
• Conduct joint calls with existing and prospective clients alongside the VP – Business Solutions or Business Bankers.
• Follow established policies and operating procedures.
• Contribute to Business Banking growth through team efforts, deposit growth, cross-selling, and referrals to other areas of the bank.
• Provide accessible, high-quality client service and maintain ethical conduct with clients and prospects.
• Recommend improvements to customer experience, sales growth, workflows, and compliance.
• Perform other duties as assigned.

What This Job Offers

• Job Type: Full-time
• Education Level: No Education Listed