Business Solutions Analyst

Fidelitybanknc; Fuquay-Varina (NC); On-site; USD 65,000 - 90,000; Full time

Job summary

Fidelitybanknc is seeking a Treasury Services & Merchant Services support specialist to back Business Solutions Sales Officers and branches. You will manage system administration, account setup, balancing and settlement, and provide tier-1 support for treasury and merchant services.

You will deliver level‑one customer service, analyze customer needs for cost‑benefit solutions, and develop sales assist proposals. Travel to footprints may be required.

Qualifications

• Bachelor's degree with 4 years of treasury services or merchant services experience.
• Strong Excel, Word and Outlook skills.
• Ability to handle multiple assignments with speed, accuracy and detail.
• Excellent problem solver with good communication.
• Knowledge of Treasury Services products and bank policies.

Responsibilities

• Support Sales Officers, branches and customers with system administration for digital banking and merchant services.
• Administer Treasury accounts on core platforms including setup, balancing and settlement.
• Provide Merchant Services support for internal and external customers.
• Deliver platinum-level customer service for Treasury Services and Merchant Support.
• Analyze accounts to deliver cost-benefit solutions for customers.
• Serve as Treasury Services SME for sales and branch staff.
• Develop business proposals to aid sales activity.
• Manage complex customer interactions with strong organization and prioritization.
• Assist in product training in-branch or via webinars.
• Review fee structures and compare with market peers.
• Compile and organize sales referrals for reps.

Skills

Excel proficiency

Treasury Services

Merchant Services

Customer service

Problem solving

Attention to detail

Time management

Communication skills

Travel readiness

Education

Bachelor's degree in treasury/related

Tools

Fiserv Precision

Fiserv Create Digital

Fiserv Clover Merchant Services

Job description

Summary

This position will be responsible for supporting the Business Solutions Sales Officers and branch associates through system and application administration around applicable products, including, but not limited to, Business Advantage Online Banking, remote deposit capture, ACH, Wires, Positive Pay, and Merchant Services (collectively referred to as Business Solutions). Additional responsibilities include delivering the Bank's Right By You quality customer service to each internal and external customer; ensuring service level agreements with customers are met and exceeded; and providing tier 1 level support of hardware/equipment issues around associated services.

Principal Accountabilities

• 20% Responsible for supporting the Business Solutions Sales Officers, branches and customers with system administration for products such as cash management and merchant services for new and existing customers.
• 20% Administration and maintenance of Treasury accounts on the respective system platforms, which includes account set up, balancing and settlement functions and review of daily monitoring reports.
• 10% Administration and maintenance of Merchant Services which includes support of internal and external customers.
• 10% Provide platinum level customer service to internal and external customers for Treasury Services and Merchant Support.
• 5% Analyze accounts and deliver needs based solutions to existing and prospective customers that are cost‑benefit driven.
• 5% Serve as Treasury Services system and product Subject Matter Expert for all sales and branch associates.
• 5% Development of business proposals to aid sales associates.
• 5% Deal with complex customers along with possessing and utilizing exceptional organizational time management skills.
• 5% Responsible for maintaining knowledge of industry‑related technologies, products and services. Assist in developing and leading product and service training either in‑branch or via webinar periodically throughout the year.
• 5% Proactively analyze fee structure of products and services as compared to peers in our markets.
• 5% Compile and organize sales and referrals for sales representatives and field associates.
• 5% Perform daily GL balancing and Settlement functions.

Basic Qualifications

• Bachelor's degree with 4 years of treasury services or merchant services or an equivalent combination of education and experience.

Additional Qualifications

• Excellent computer skills including knowledge of Microsoft Office, with an emphasis on Excel, Word and Outlook.
• Extensive knowledge of all Treasury Services products and services.
• Ability to work on multiple assignments with speed, accuracy and attention to detail.
• Ability to follow procedures and to work independently and have excellent organizing and prioritizing skills.
• Must be an excellent problem solver.
• Knowledge of the Bank's policies, procedures, and operations.
• Strong verbal, interpersonal and written communication skills.
• Ability to travel, if needed, throughout the footprint of the Bank.

Preferred Qualifications

• Proficiency with the following systems/platforms:
• Fiserv Precision (core customer, deposit/loan and GL system platform)
• Fiserv Create Digital
• Fiserv Clover Merchant Services

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer