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Business Management Specialist
ICONMA, LLC
- 🇺🇸 United States
- On-site
- 23 hours ago
- $43.00 – $46.72 / hour
- Excel
- PowerPoint
- Risk Management
23 hours ago
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Responsibilities:
- 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.
Requirements:
- 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.
Why Should You Apply?
- Health Benefits
- Referral Program
- Excellent growth and advancement opportunities
Business Management Specialist · ICONMA, LLC