Business Banking Sales Operations Representative III

• 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

• 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

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.

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

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

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

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