Financial Institutions Adminstrator

3 weeks ago

Waukesha, United States Ampersand Inc Full time $60,000 - $100,000
Job DescriptionJob Description

Summary:

The Financial Institutions Administrator is responsible for managing and strengthening relationships with our network of bank and financial institution partners. This role works closely with the sales and operations teams to process bank paperwork, ensure seamless operational management, and support the growth of our partnerships. The position requires strong relationship management skills, attention to detail, and the ability to effectively communicate with C-suite executives. The role involves travel for conferences and meetings with bank partners, approximately 20% of the time.

Essential Duties & Responsibilities:

The following list of essential duties and responsibilities may be subject to change without prior notice. Management reserves the right to assign new tasks, reassign existing duties, or eliminate functions as necessary.

Relationship Management:

  • Bank Partner Engagement: Work with the sales and operations teams to deepen relationships with existing bank and financial institution partners, ensuring alignment with company goals and strategies.
  • Operational Management: Oversee the operational management of our network of banks, ensuring that all processes and procedures are followed efficiently and effectively.
  • Conference & Meeting Participation: Attend up to 4 conferences per year and meet in person with bank partners as needed to strengthen relationships and address any operational needs.
  • C-Suite Interaction: Communicate and collaborate with C-suite executives at partner institutions to foster strong, strategic relationships.

Administrative Responsibilities:

  • Paperwork Processing: Handle the processing of all bank-related paperwork, ensuring accuracy and timely completion in accordance with company policies.
  • Documentation & Reporting: Maintain accurate records of all interactions with bank partners, including meetings, correspondence, and agreements. Generate reports as needed for executive management.
  • Travel Coordination: Coordinate travel logistics for meetings and conferences, ensuring that all arrangements align with company policies and partner expectations.

Qualifications:

To succeed in this role, the individual must meet the following requirements:

  • Relationship Management Experience: Strong background in relationship management, particularly within the financial services industry.
  • Administrative Expertise: Demonstrated experience in handling complex administrative tasks, including paperwork processing and documentation.
  • Professional Acumen: Ability to present a professional image, interact with senior executives, and navigate complex relationship dynamics.
  • Attention to Detail: Meticulous attention to detail in all aspects of work, from paperwork processing to relationship management.

Education & Experience:

  • Minimum: Bachelor’s degree in business administration, finance, or a related field.
  • Experience: A minimum of five (5) years of experience in a relationship management or administrative role within the financial services industry.  Retail banking managers are encouraged to apply. 

Licenses & Certifications:

  • Minimum: None required.
  • Preferred: Certification in financial services or related fields.

Skills & Competencies:

  • Interpersonal Skills: Strong interpersonal skills with the ability to build and maintain relationships at all levels, including C-suite executives.
  • Communication Skills: Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
  • Organizational Skills: Ability to manage multiple relationships and tasks simultaneously while maintaining a high level of accuracy and attention to detail.
  • Travel Readiness: Willingness to travel up to 20% of the time for conferences and meetings with bank partners.

Working Conditions:

  • Environment: Traditional office environment with occasional travel for conferences and partner meetings.
  • Physical Demands: Prolonged periods sitting at a desk and working on a computer, frequent use of a keyboard with repetitive motions, light lifting (up to 25 lbs.), and travel as required.

Physical Demands:

Ampersand, Inc. is an equal opportunity employer and promotes a workplace inclusive of reasonable accommodations for qualified disabled applicants and employees.

  • Communication: Requires speaking, hearing, and vision for essential functions.
  • Dexterity: Requires digital dexterity and hand/eye coordination for operating office equipment.
  • Mobility: Sufficient body motor skills to move between office locations as necessary.
Company DescriptionAmpersand is a financial technology company serving the needs of our treasury/cash management clients and the community banks around America.Company DescriptionAmpersand is a financial technology company serving the needs of our treasury/cash management clients and the community banks around America.

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