Administration

Ampersand Banking Solutions, Inc.; Waukesha (WI); On-site; USD 55,000 - 90,000; Full time

Job summary

Ampersand, Inc. is seeking a seasoned professional to manage direct relationships with financial institution partners and support the full range of FI client operations.

You will drive retention and growth while overseeing account opening, maintenance, and related processes. Ideal candidates have 5+ years in business development or operations within financial services, with strong communication, organization, and negotiation skills.

Qualifications

• Bachelor’s or higher degree in Business or related field.
• 5+ years in business development, client services, administrative or operations role in financial services.

Responsibilities

• Open CDs and new accounts in bank network with accuracy.
• Process FI paperwork with care.
• Gather product info and rates from FIs daily.
• Retain and expand existing FI relationships.
• Manage account opening, closing, and maintenance requests.
• Coordinate and streamline office administration.
• Attend weekly meetings with developers and provide feedback.

Skills

Influence & negotiation

Problem solving

Critical thinking

Interpersonal communication

Microsoft Office

Organization & planning

Team collaboration

Education

Bachelor’s degree in Business or related field

Associate’s degree in Business or related field

Tools

Microsoft Office

Job description

Job Description

Do you work in a bank branch today? Are you a personal banker or branch manager and are looking to take your career to the next step? This role is for you!

SUMMARY

Responsible for working directly with financial institution partners to achieve our depositors goals. Responsible for all financial institution (FI) client operational and support functions. Maintain general office operations and FI operational processes. Also, responsible for retention and expansion of existing FI relationships.

ESSENTIAL FUNCTIONS

The following is a list of essential functions which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

ESSENTIAL DUTIES & RESPONSIBILITIES

• Daily workflow process with opening of certificates of deposit and new accounts in our bank network
• Process administrative paperwork of financial institutions with accuracy and care
• Speak with financial instutitons daily to gather product information and rates
• Develops and executes retention to expand existing FI relationships.
• Manage the administrative and operational components including account opening, closing, and maintenance requests.
• Organize, coordinate, and streamline office administration and procedures.
• Attends weekly meetings with developers and provides feedback during development of company’s core applications.
• Assist with user acceptance testing (UAT) of core system and client-facing applications.
• Performs other duties as assigned.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are representative of the knowledge, skill, and/or ability required.

• Strong ability to influence and negotiate.
• Proven problem resolution skills.
• Strong critical thinking skills
• Excellent interpersonal, verbal and written communication skills. Communicates with tact, diplomacy, and discretion, as well as the ability to maintain confidentiality.
• Friendly demeanor and positive attitude
• Proficient in Microsoft Office, including: Outlook, Teams, Word, Excel, SharePoint, etc.

EDUCATION & EXPERIENCE

• Minimum: Associate’s or Bachelor’s degree in Business or related field.
• Five (5) plus years of experience in a business development, client services, administrative or operations role, preferably within the financial services industry.

LICENSES & CERTIFICATIONS

• Minimum: None
• Preferred: Certified Treasury Professional (CTP)

SKILLS & COMPETENCIES

• Self-starter with a strong sense of ownership and involvement.
• Dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
• Strong business acumen and a deep understanding of the financial services industry.
• Demonstrated ability to work independently, establish priorities, multi-task, and meet deadlines.
• Strong attention to detail.
• Effective interpersonal and client relationship management skills to communicate with a range of people.
• Strong organizational, time management, and planning skills.
• Ability to function well in a fast-paced environment.
• Ability to think critically and act quickly.

WORKING CONDITIONS

Traditional office environment with no unusual work conditions.

Prolonged periods sitting at desk and working on computer.

Frequent use of keyboard with repetitive motion of hands, wrists, and fingers.

PHYSICAL DEMANDS

Ampersand, Inc. promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees.

Speaking, hearing, and vision are required to perform essential functions.

Digital dexterity and hand/eye coordination in operation of office equipment.

Light lifting (~25 lbs.) and carrying of supplies, files, etc.

Body motor skills sufficient to enable the incumbent to move from one office location to another.

Company Description

Ampersand is a tech-enabled financial technology company serving the needs of our treasury/cash management clients and financial institutions around America.

Ampersand is redefining how businesses and public entities manage deposits at scale—combining fintech innovation, treasury intelligence, and secure infrastructure into a unified platform that turns cash into a strategic asset. Our platform empowers B2B clients across both public and private sectors to handle complex financial workflows securely, efficiently, and in real time.