Business Solutions Operations Specialist

Bank of Sun Prairie; Town of Sun Prairie (WI); On-site; USD 54,000 - 76,000; Full time

Job summary

Bank of Sun Prairie is seeking a diligent Business Banking Support specialist to assist VP – Business Solutions and clients with ACH origination, treasury products, and related deposit services. You will onboard clients, provide ongoing service, and support field visits while coordinating with internal partners to drive client satisfaction.

The role emphasizes compliance, documentation, and staying current with electronic banking regulations; occasional joint calls and presentations are expected

Qualifications

• Must be customer oriented and able to manage multiple tasks with urgency.
• Experience supporting business banking clients and products.
• Proficient with Microsoft Office and banking software.
• Comfortable with occasional field visits.

Responsibilities

• Provide support to VP – Business Solutions Manager and clients for business banking products.
• Onboard new clients and ensure a smooth transition.
• Deliver ongoing customer service and sales support; participate in joint calls and presentations.
• Assist with compliance, documentation, and reporting.
• Attend bank committees as requested.
• Stay current with electronic banking regulations.

Skills

Customer oriented

Organized

Strong communication

Problem solving

Tech savviness

Multi-tasking

Tools

Microsoft Office

CRM software

Electronic banking systems

Job description

Description

Provide support to VP – Business Solutions Manager, VP – Business Solutions, and Business Banking clients on specialized Business Banking products such as ACH Origination, Bill Pay, Express Deposit, Positive Pay, Wire Transfers, Lockbox and Mobile Banking. Additionally, establish/open and provide ongoing customer service on all types of Business Banking deposit accounts and associated add-on services such as Business Credit Cards, Merchant Services and products offered through Intrafi Financial Network. Work onsite and at times in the field both independently and/or jointly with VP - Business Solutions or Business Bankers to install, train and provide ongoing customer service / sales support for Business Banking clients. The incumbent should be comfortable with the sales process as they will also participate at times in joint calling efforts and make presentations with both internal and external business partners as needed. They will actively participate in bank wide committees as assigned.

Requirements

PRIMARY RESPONSIBLITIES:

Provides Department support thru:

• Setting up, installing, troubleshooting on any of the following products:
• Access Manager & Security Tokens
• Business Solutions/Treasury Management Products-Knowledgeable in all areas
• High involvement in the onboarding of new clients to ensure their transition to the bank is a great experience
• Assisting Business Banking clients with ongoing exemplary client service
• Resolve a variety of technical issues a client may face – and troubleshooting more complex issues.
• Prepare product and new account and product documents and agreements for compliance
• Maintain appropriate files and inspect agreements provided for products listed
• Reporting and auditing of various product usage and trend lines
• Participate in committees as requested

Ongoing responsibilities:

• Keep current on all new regulations and rules regarding electronic banking services
• Attend ongoing training sessions on electronic banking products
• Work with auditors and examiners
• Test new technologies

Maintains compliance by:

• Working closely with the Compliance Department
• Keeping informed of Bank policies / procedures
• Proactively preparing for deadlines
• Assist with regulatory audits of various products

SECONDARY RESPONSIBILITIES:

• Joint calling for existing and prospective clients with VP - Business Solutions or Business Bankers
• Complete all work by following established policies and operating procedures
• Contribute to the overall success of Business Banking by participating in team efforts to grow deposits for the bank and by cross-selling products and services and making referrals to all areas of the bank
• Maintain the Bank’s goal to be accessible to the client and to provide premium quality service
• Maintain a high level of ethical behavior with clients and prospects
• Be innovative and offer recommendations to improve customer experience, sales growth, work flow and compliance implications
• Other duties as assigned

SKILLS

• Must be customer oriented, patient, flexible and efficient in their daily work
• Should be organized, detail oriented and operate with a sense of urgency for customers when appropriate
• Comfortable with presenting new products or new ideas to customers and prospective customers
• Good interpersonal and communication skills
• Effective written communication skills
• Ability to define and solve problems
• Proficient with Microsoft Office Suite and other software
• Detail oriented and accurate
• Tech savviness
• Ability to multi-task multiple projects
• Continually seeks ways to streamline and improve processes
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• Aptitude for math with strong analytical skills
• Must be technologically savvy and have a passion for troubleshooting electronic banking issues
• Good problem solving and resourcefulness.
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• Ability to work in a fast-paced environment with deadlines and priorities changing daily
• Good organizational and time management abilities

EEOC/ADA STATEMENT

The incumbent must be able to accommodate detailed work, problem solving, customer contact, math, language, verbal and written communications, analytical reasoning, stress, multiple concurrent tasks, and constant interruptions.

Bank of Sun Prairie is committed to the full inclusion of all qualified individuals. As part of this commitment, Bank of Sun Prairie, will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment. Colleagues and/or candidates should contact Human Resources with any questions or concerns.

WORKING CONDITIONS

This position is located in an office environment with artificial lighting and controlled heating/air conditioning. The position includes prolonged periods of working on a computer and repeating motions that may include the wrists, hands, and/or fingers. The incumbent