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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.