Business Analyst

Heitmeyer Consulting; Mount Laurel Township (NJ); Hybride; USD 65 000 - 90 000; Plein temps

Résumé du poste

Heitmeyer Consulting seeks a Business Analyst or Business Management Specialist to support the Consumer Deposit Products & Payments team. The role involves assisting with client acquisition, offer fulfillment, exception processing, and research on deposit products and eligibility requirements.

The candidate should have banking experience, especially with deposit products, and be highly proficient in Excel. The position requires independence, strong analysis, and the ability to manage a high

Qualifications

• Previous banking experience with deposits preferred.
• Strong understanding of banking products and operations.
• Advanced proficiency with Microsoft Excel.
• Experience conducting independent research and analysis.
• Experience using Fidelity or a comparable banking backend platform.

Responsabilités

• Support the Consumer Deposit Products & Payments business with offer fulfillment and exception processing.
• Review, research, and resolve client inquiries related to offers and engagement.
• Conduct independent research on banking products, offer criteria, and client eligibility.
• Process and manage a high volume of work through an internal ticketing system.
• Handle multiple offers and up to 200 assigned cases per day while meeting SLAs.

Connaissances

Banking experience

Deposit products knowledge

Excel

Independent research

Ticketing systems

Outils

Fidelity platform

Description du poste

Location

Starts remote and required to work onsite at the end of the contract term at one of the following locations:

• Mount Laurel, NJ
• Vanderbilt, New York

Position Overview

Our client is seeking a Business Analyst or Business Management Specialist to support the Consumer Deposit Products & Payments team. This individual will play a key role in client acquisition and engagement offer fulfillment, processing exception requests, and conducting research on deposit products and offer eligibility requirements.

The ideal candidate will have prior banking and deposits experience, strong analytical skills, the ability to work independently, and advanced proficiency in Excel. This is a fast-paced environment where the specialist may manage a high volume of cases daily while ensuring accurate and timely decision-making.

Key Responsibilities

• Support the Consumer Deposit Products & Payments business with offer fulfillment and exception processing.
• Review, research, and resolve client acquisition and engagement offer inquiries.
• Conduct independent research on complex banking products, offer criteria, and client eligibility requirements.
• Process and manage a high volume of work through an internal ticketing system.
• Handle up to 200 assigned cases per day and manage multiple offers simultaneously.
• Review and execute offer fulfillment requests accurately and within established service levels.
• Make sound, equitable decisions while ensuring compliance with business guidelines and risk controls.
• Protect the organization’s reputation by adhering to established policies and best practices.
• Collaborate with internal business partners to resolve inquiries and exceptions.
• Maintain detailed records and documentation of investigations and resolutions.

Required Qualifications

• Previous banking experience, preferably supporting deposit products.
• Strong understanding of financial products and banking operations.
• Advanced proficiency with Microsoft Excel.
• Experience conducting independent research and analysis.
• Experience with Fidelity or a comparable banking backend platform.
• Ability to work independently and manage competing priorities in a high-volume environment.
• Strong attention to detail and organizational skills.
• Excellent verbal and written communication skills.

Preferred Qualifications

• Experience supporting banking offers, promotions, or fulfillment programs.
• Familiarity with client acquisition and engagement initiatives.
• Strong problem-solving and critical-thinking abilities.
• Proven ability to take initiative and work with minimal supervision.
• Experience working within case management or ticketing systems.