Business Services Specialist

Duties & Responsibilities

• Support implementation of business deposit, treasury management, and small business lending products and services.
• Affiliate with workflow design, procedure development, forms, job aids, and operational documentation.
• Participate in requirements gathering, testing, user acceptance testing, and implementation readiness.
• Cook up assigned implementation activities with internal departments, vendors, and consultants.
• Support the administration of Business Services products and services.
• Affiliate with business account servicing, loan processing, documentation, underwriting support, portfolio administration, and treasury management support.
• Maintain accurate operational records and ensure a high level of member service.
• Identify opportunities to improve efficiency, consistency, and member experience.
• Maintain and update procedures and recommend workflow improvements.
• Support change management and operational readiness initiatives.
• Cook up assigned project tasks and monitor implementation activities.
• Prepare operational reports and monitor business performance metrics.
• Affiliate with quality reviews and recommend operational improvements.

Skills

• Strong analytical, organizational, communication, and problem-solving skills.
• Ability to manage multiple priorities and collaborate effectively across departments.
• Proficiency with Microsoft Office applications and the ability to learn new business systems.