Business Banking Sales Operations Representative III

Jobtailor; California (MO); On-site; USD 70,000 - 100,000; Full time

Job summary

Jobtailor seeks a seasoned professional to support Business Services in the United States. You will independently process complex membership and lending requests, ensure regulatory compliance, and drive process improvements across workflows, policies, and training.

You’ll lead QA and risk mitigation for business accounts and lending applications, analyze operational data, prepare reports, and partner with cross-functional teams to implement changes and achieve sales goals.

Qualifications

• High School or GED is required.
• 4–6 years of experience in a financial services position.
• Ability to work independently and with senior management.
• Knowledge of complex business entity structures including multi-level ownership.
• Working knowledge of Credit Union compliance and regulations.
• Proficient in Microsoft Office; ability to prepare clear reports and data summaries.
• Bachelor’s Degree a plus.

Responsibilities

• Process complex business membership requests for business accounts and lending issues; identify root causes and resolve promptly.
• Lead quality assurance and risk mitigation initiatives for business accounts and lending applications.
• Research business-related compliance rules, regulations, and laws and inform the Manager of necessary changes and deadlines.
• Collaborate with internal teams and stakeholders to improve workflows, products, services, system updates, and technology integrations.
• Test new and existing business account and business lending processes and provide recommendations.
• Draft, review, and update policies, procedures, job aids, and matrices.
• Analyze reports, production data, and operational statistics to identify improvement opportunities.
• Administer the sales incentive program, including data entry, calculations, reporting, and data hygiene.
• Provide management with reports, charts, statistics, business intelligence, and written summaries.
• Support development and implementation of sales goals.
• Provide operational communications and training to Business Services Sales team members and frontline partners.
• Review and grant appropriate account-opening and servicing exceptions in accordance with policy, procedures, regulations, and risk mitigation standards.
• Perform other duties as assigned

Skills

Business Account Management

Lending Services Expertise

Compliance Knowledge

Data Analysis

Microsoft Office Proficiency

Education

High School Diploma or GED

Bachelor’s Degree preferred

Tools

Microsoft Office

Job description

• Independently process complex business membership requests related to business account and lending service issues; identify root causes and resolve them accurately and timely
• Lead quality assurance and risk mitigation initiatives for business account and lending applications
• Research business-related compliance rules, regulations, and laws and inform the Manager of necessary changes and deadlines
• Collaborate with internal teams and stakeholders to improve workflows, products, services, system updates, and technology integrations
• Test new and existing business account and business lending processes and provide recommendations
• Draft, review, and update policies, procedures, job aids, and matrices
• Analyze reports, production data, and operational statistics to identify improvement opportunities
• Administer the sales incentive program, including data entry, calculations, reporting, and data hygiene
• Provide management with reports, charts, statistics, business intelligence, and written summaries
• Support development and implementation of sales goals
• Provide operational communications and training to Business Services Sales team members and frontline partners
• Review and grant appropriate account-opening and servicing exceptions in accordance with policy, procedures, regulations, and risk mitigation standards
• Perform other duties as assigned

Requirements

• High School or GED
• Minimum 4 years up to 6 years of experience in a recent financial services position
• Demonstrated ability to work independently and collaboratively with all levels of employees, including senior management
• Knowledge of complex business entity structure including multi-level ownership
• Working knowledge of Credit Union/Financial Institution compliance requirements and regulations related to business account and business lending
• Proficient knowledge of Microsoft Office suite products with the ability to prepare clear documentation, reports, tracking tools, and data summaries to support business services operations
• Bachelor’s Degree a plus

Core Competencies

Demonstrates expertise in processing complex business membership requests and ensuring compliance with financial regulations. Proficient in analyzing operational data and improving workflows to enhance business services.

Highest-signal resume keywords

• Business Account Management
• Lending Services Expertise
• Compliance Knowledge
• Data Analysis
• Microsoft Office Proficiency

Hard Skills

• Business Membership Processing
• Quality Assurance
• Risk Mitigation
• Policy Drafting
• Operational Reporting
• Data Entry
• Sales Incentive Administration
• Workflow Improvement
• Business Intelligence Analysis
• Training Development

Soft Skills

• Independent Work
• Collaboration
• Communication
• Problem Solving
• Interpersonal Skills

Industry Keywords

• Financial Services
• Credit Union Compliance
• Business Lending Regulations
• Multi-Level Ownership Structure
• Operational Statistics