Business Solutions Operations Specialist

Bank of Sun Prairie • Sun Prairie, WI

11d • Onsite

About The Position

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.

Requirements

• Customer oriented, patient, flexible and efficient in their daily work.
• 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.
• 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.
• 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.

Responsibilities

• Setting up, installing, troubleshooting on Business Solutions Products including Access Manager, Security Tokens, Bill Pay, Business Online Banking, Express Deposit, ACH Manager, ICS/CDAR’s, and Sweeps.
• Onboarding of new clients to ensure a great transition experience.
• Assisting Business Banking clients with ongoing exemplary client service.
• Resolving a variety of technical issues clients may face, including more complex troubleshooting.
• Preparing product and new account and product documents and agreements for compliance.
• Maintaining appropriate files and inspecting agreements provided for products.
• Reporting and auditing of various product usage and trend lines.
• Participating in committees as requested.
• Keeping current on all new regulations and rules regarding electronic banking services.
• Attending ongoing training sessions on electronic banking products.
• Working with auditors and examiners.
• Testing new technologies.
• Maintaining compliance by working closely with the Compliance Department, keeping informed of Bank policies/procedures, proactively preparing for deadlines, and assisting with regulatory audits of various products.
• Joint calling for existing and prospective clients with VP - Business Solutions or Business Bankers.
• Completing all work by following established policies and operating procedures.
• Contributing 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.
• Maintaining the Bank’s goal to be accessible to the client and to provide premium quality service.
• Maintaining a high level of ethical behavior with clients and prospects.
• Being innovative and offering recommendations to improve customer experience, sales growth, work flow and compliance implications.
• Other duties as assigned.

What This Job Offers

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