Business Specialist Resume Sample
Hulda Pfannerstill
74182 Erich Garden,
Boston,
MA
+1 (555) 249 6739
Work Experience
Business Specialist
12/2016
-
PRESENT
Philadelphia, PA
- Implements new client accounts based on client needs ensuring delivery of best new account opening and on- boarding experience in industry by assuming ownership and by providing in-depth assistance beyond client's initial stated need
- Applies appropriate financial model by analyzing client’s stated need to ensure an accurate match exists
- Ensures account is funded in an appropriate and timely basis
- Ensures timely receipt of missing information or items required to complete new account
- Fields calls from investment representatives and clients regarding new business forms, processes or status; maintains queue for incoming calls for new account paperwork questions
- Serves as a member of various committees/teams including wholesaler meetings
- Maintains forms in forms library/e-profile
- Maintains Salesforce queue for incoming new account paperwork processing requests
Senior Business Specialist
09/2009
-
06/2016
Houston, TX
- Reviews all new account paperwork based on operational standards
- Provides assistance to Senior New Business Specialist in training of new hires on paperwork acceptance process
- Provides assistance in sorting all incoming New Accounts Team mail as needed
- Runs daily, weekly and monthly reports and stats for team and management review
- Proactively identify research and analyze new fraud / risk trends for both Retail Market, Retail Distribution and National Risk Monitoring, and develop multiple options to mitigate and make recommendations for new programs and processes
- Identify research and analyze new fraud issues, or continuous improvement initiatives, identified by internal business partners, to identify the root cause and provide recommendations to mitigate the fraud/ risk
- Verify requirements against industry, financial and regulatory standards and resolve issues with relevant stakeholders
Small Business Specialist
10/2006
-
04/2009
Chicago, IL
- Use in-depth fraud, risk and regulatory knowledge to proactively identify and recommend and implement new programs and processes or enhance existing ones
- Proactively keep up to date with industry trends to support improvement to NRM and IBCS programs and processes
- Provide regular assistance/guidance to others by explaining technical processes/issues and resolving a range of work-related problems
- Provide support to management, consultants, and others as requested
- Act as a lead practitioner in handling difficult, unusual or sensitive issues, problems, complaints or requests
- Provide advice to clients in formulating effective implementation approaches for the business area
- Ensure that the impact to the customer experience is understood and considered against risk mitigation
- Lead, and manage large and complex business projects, ensure the business process change reflects client needs and meets CIBC / industry standards
- Using detailed working knowledge of CIBC's organizational structure, operations, policies, processes and products to apply, adapt and modify detailed practices, procedures and processes relating to fraud and risk
Education
Briar Cliff University
2002 - 2006
Bachelor's Degree in Accounting
Professional Skills
- Strong interpersonal skills: relationship building, influencing - including the ability to articulate and evangelize the vision and positioning of both the company and products to secure long-term commitments
- Tenacious, self-motivated and focused - ability to maintain high sales activity levels. Adept in managing many opportunities simultaneously, high energy, motivated self starter
- Demonstrated experience in effective communication, working in a team environment and excellent customer service skills
- Being an experienced business partner and advisor to the management team (convincing and consultancy skills)
- Strong interpersonal and analytical skills, problem-solving orientated
- Demonstrated skills in professional networking and financial analysis
- Excellent communication, organizational, analytical/criticial thinking, and computer literacy skills (i.e., Microsoft Word, Microsoft Excel)
How to write Business Specialist Resume
Business Specialist role is responsible for computer, customer, interpersonal, business, microsoft, literacy, analysis, excel, organizational, leadership.
To write great resume for business specialist job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Business Specialist Resume
The section contact information is important in your business specialist resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Business Specialist Resume
The section work experience is an essential part of your business specialist resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous business specialist responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular business specialist position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Business Specialist resume experience can include:
- Customer focused, business acumen, organizational skills and strong oral and written communication skills
- Detail-oriented, strong organizational skills and ability to prioritize and multi-task
- Excellent communication and interpersonal skills involving the ability to establish trust, maintain confidence, and understand social behavior and interactions
- Exhibit strong leadership skills to improve group organization and delivery process
- Effective communication (both oral and written), organization and interpersonal skills
- Displays first-rate customer service skills – maintains a positive attitude and always willing to offer a helping hand to other team members
Education on a Business Specialist Resume
Make sure to make education a priority on your business specialist resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your business specialist experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Business Specialist Resume
When listing skills on your business specialist resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical business specialist skills:
- Excellent communication skills and demonstrated public speaking skills
- Strong skills in problem solving decision making
- Strong communication skills dealing with a variety of peoples, preferably in the financial services profession
- Excellent planning, organizational and time management skills/ability to handle multiple assignments
- Strong Microsoft Excel & PowerPoint skills; ability to extract, manipulate, and report data from a variety of sources
- Strong leadership, coaching and mentoring experience
List of Typical Experience For a Business Specialist Resume
1
Experience For Senior Business Specialist Resume
- Three years’ relevant experience in a financial/accounting function, excellent communication and interpersonal skills, and computer literacy
- Strong analytical and problem solving skills, and disciplined with project scheduling
- Excellent interpersonal skills to develop positive working relationships with internal partners and external clients
- Excellent communication skills, sufficient to communicate detailed and often complex situations to partners, legal counsel and staff
- Advanced computing skills such as working in databases and with spreadsheets
- Communicates continually with representatives to ensure "in good order" and "not in good order" accounts are addressed within 24 hours of paperwork review
- Work effectively with and without close supervision, individually and as part of a team
- Demonstrated experience provided clerical and administrative support
- Experience with bookkeeping/accounting
2
Experience For New Business Specialist Resume
- Ensure proper/effective use of all FE technology systems, including POS, Self-Checkout, Veribalance and Enterprise Payment Solutions
- Demonstrates understanding of the accounts payable process workflow and is able troubleshoot payment or vendor issues
- Execute proof of concept testing in a cross team environment to validate design assumptions
- Prepare supporting documentation to evidence the completion of our annual User Access Review
- Manage daily staffing needs, reconcile timesheets and invoices, coordinate orientation schedules, complete profile validations; etc
- Ensures a good communication with higher management regarding specific issues of the department’s activities
3
Experience For Small Business Specialist Resume
- Experience in Agile methodology and Scrum in delivering change
- Actively manage all project documentation to ensure effective implementation
- Collaborate with key stakeholders to innovative develop standard technology solutions to support the FE front end experience throughout the enterprise
- Experience within store management, division FE management or Retail Operations management
- Experience in operating a concession at an airport
- Experience in Food & Beverage Industry or Retail Industry
4
Experience For IT Business Specialist Resume
- Able to work independently, use good judgment, make decisions and handle last-minute needs
- Relevant experience in an international environment
- Experience with common desktop applications (Microsoft office tools)
- Strong team player with supportive attitude
- Strong interest in the digitalization of business
- Maintains highly organized work environment, understands importance of time management, and communicates in a clear, concise and effective manner
5
Experience For E-business Specialist Resume
- Identifying, qualifying, pursuing and winning new business contracts (new prospect logo’s) in the SME, mid-market and enterprise space
- Planning and organizing: Organizes and schedules events, activities and resources
- Working understanding of information systems, business operations, requirements analysis, and integration/design of client solutions
- Residing within the geography and/or be willing to relocate is required
- Understanding of a variety of web development processes and tools is required
- Working knowledge of Oracle Cloud Financials and Peoplesoft
6
Experience For Scholarship Business Specialist Resume
- Supervising subordinate staff
- Streamlining business practices including but not limited to oral and written communications and meetings with state agency financial personnel
- Answering inbound telephone calls and emails from clients, agents and home office employees
- Making outbound telephone calls to clients and examiners as needed
- Maintaining accurate documentation of activity for each file
- Assist in compiling, analyzing, and presenting business development data for internal and external reporting
- Provides accounting support, including the completion of office purchases and the entry into the University’s purchasing and accounting systems
7
Experience For Entry Level Business Specialist Resume
- Oversees cash posting reconciliation during month end closing
- Knowledge and understanding of generally accepted accounting principles and practices in an academic research setting
- Participate in defining test strategy and perform business product testing to ensure product quality is maintained
- Coordinates the communication, timing and sequencing of relocations and renovations with OIT leadership and RU Space Management project managers
- Provide operational support for projects after implementation including problem resolution and enhancement and recommendations to ensure ongoing success
- Assist with tracking contract approvals and updating implementation cases as needed
- Participate in cross-functional activities such as requirements gathering and review, as well as user acceptance testing
- SAP & e-business process/systems training for key users in the Global Services organisation as well as refresher training
8
Experience For Lead New Business Specialist Resume
- Reviews costs, quantity claiming, budget structure and exception reports and makes appropriate corrections to ensure accurate reporting for management
- Assist in enquiry, solutions providing and problems solving
- Responsible for ongoing product offering education and updates
- Prepare training materials and conduct user training if necessary
- Assist with the management and updating of the Jacobs TOSC Purchasing Manual as well as other contract/procurement procedures and policies
9
Experience For Charter Business Specialist Resume
- Create and conduct one-on-one training sessions along with larger group training sessions
- Assists with the coordination of various activities relating to lease management system and processes for airport tenants, including report preparation
- Assists in tenant leasehold inspections. Prepares final report on each leasehold noting any discrepancies during leasehold inspection
- Assists with development of a Marketing and Advertising plan for the airport
- Conduct process analysis, gap analysis and investigation of existing functionality
- Assists OIT divisions and leaders in aligning the occupancy portfolio with their business requirements and needs
- Monitor the technology and retail industry for innovative FE solutions, especially relating to the checkout process
- Assist in the development of written training/communication plans and documentation
- Technical troubleshooting and work with internal teams to provide assistance on product or SAP system specific functionality
10
Experience For Universal Banker / Small Business Specialist Resume
- Provides direction, expertise, feedback, coaching and development to build the capacity of more junior staff
- Creation of training and user manuals
- Responsible for the ongoing maintenance of global Workforce Management systems and tools
- Ensures the accuracy and timeliness of all data flowing to and from WFM systems
- Develop a basic, and over a short time more thorough, understanding of the EFI Optitex products and value proposition
List of Typical Skills For a Business Specialist Resume
1
Skills For Senior Business Specialist Resume
- Excellent organization skills and attention to detail is critical to effectively handle the technical aspects of the position
- Customer service skills and oral and written communication skills are required
- Develop:Grow your skills and career through our best-in-class onboarding experience, ongoing learning opportunities and individual development planning
- Demonstrated Team working skills; Ability to work in a high pressure, customer-oriented environment with minimal supervision
- Excellent customer centric skills, able to adapt to customer needs while maintaining protection of BD’s interests
- Excellent time management skills to be able to multi-task without sacrificing accuracy and deadlines. Essential Functions
- Experience that demonstrates the ability to attend to multiple demanding priorities
2
Skills For New Business Specialist Resume
- Strong stakeholder management and analytical skills
- Excellent communication skills, computer literacy (Word, Excel, and Access)
- Effective verbal and written communication, and presentation skills
- Team player with excellent time management skills
- Strong communication skills at all organization levels
- Experience that demonstrates knowledge and understanding of generally accepted accounting principles and practices in an academic research setting
- Ideally have a proven track record in business lending or in a customer facing sales environment and Commercial Lending experience is highly regarded
3
Skills For Small Business Specialist Resume
- Proficient PC skills; including working knowledge of Microsoft Office products and SharePoint
- Strong database querying and analytic tool management experience including SAS, SQL, R, Python
- Eager to learn and develop commercial banking skills through a tailored & comprehensive on-boarding program
- Change management and strong experience in process re-engineering
- Three years of progressive accounting experience and at least two years’ experience with contracts and billings
- Problem solving and root cause identification skills and able to anticipate difficulties and identify contingency plans
- Use presentations effectively to seek agreement/commitment including analogies to illustrate complex processes
- Retail bankers or those with solid lending or credit experience are highly regarded
4
Skills For IT Business Specialist Resume
- ´ Experience in similar roles in Accounting and Taxes, preferably in Multinational At least 1 Year Experience in Taxes
- Good understanding of information technology (Experience with EDI is an asset)
- Additional language skills like Mandarin, Cantonese, Italian or Greek are highly desirable
- Well-developed interpersonal skills with an ability to build relationships and interface at all levels across the organization
- Self-motivated, detail oriented, and organised. Values quality, accuracy and timeliness. Balances competing demands effectively
5
Skills For E-business Specialist Resume
- Effectively plan and manage multiple activities of varying complexity in a sophisticated matrix management organization while under time constraints
- Exceptional client service focus and follow-up skills
- Experience at the Business Analyst level or equivalent experience in analysis and/ or with Back Office / Operations functions
- Previous experience in a SB sales role with demonstrated track record of success
- Intermediate level Excel skills required to perform advance excel functions to support data analysis and report generation
- Strong customer service and business development experience
- Partner and influence with leadership skills
6
Skills For Scholarship Business Specialist Resume
- Communicates effectively and professionally with internal and external stakeholders
- Prior experience with SAP SD; preferably as a user and/or business project related assignment
- Educate clients on how to use WFS products effectively
- Track progress and keep essential records related to client support. Effectively communicate status and results to the team and client
- Coordinate, organize and manage multiple individual and team projects effectively
- Good understanding of the systems/demand management/release management and training best practices
- Build strong working relationships with managers and directors of varied business, processing and technical groups
- Some Small Business Credit experience is beneficial, including knowledge of SB and Agriculture underwriting and business development
7
Skills For Entry Level Business Specialist Resume
- Five years of experience working with grants, financials, and accounting
- Experience in Small Business banking, underwriting, or analyst role
- Knowledge of activity-based costing principles and a demonstrated history of applying those concepts successfully
- Accounting, finance, budgeting and/or cost analysis experience
- Experience with supporting business systems analysis, system development, or data mapping
- Ideally have a proven track record in business lending or in a customer facing sales environment
- Ideally have a proven track record in lending or in a customer facing sales environment
8
Skills For Lead New Business Specialist Resume
- A proven track record in business lending or in a customer facing sales environment
- Commercial or Retail banking experience is highly regarded but not essential in being considered for the role
- Ideally have a strong business lending background or in a customer facing sales environment
- Develop and Set realistic and achievable deadlines and provide acceptable service levels in conjunction with multiple, conflicting and changing priorities
- Work experience in lending or lending support INDBBTCB
- Experience in creating and publishing materials on-line
- Good understanding of the challenges for the Retailer network in adoption of UK systems
- Previous work experience in training other professionals
- Personal bankers, senior personal bankers, or anyone with lending experience is regarded
9
Skills For Charter Business Specialist Resume
- POS operational testing experience
- Experience selling a product that requires extensive coordination with patient access services
- Excellent Problem Solving, and ability to drive through to resolution
- Experience with creating business, budget, and/or document management systems
- Strong familiarity with retail banking product economics
- Experience as a business analyst working in either a consultancy or internal position
- Personal Bankers, Senior Personal Bankers or anyone with Lending experience is regarded
- Demonstrated ability to work as a member of a high performing team
10
Skills For Universal Banker / Small Business Specialist Resume
- Personal Bankers, Senior Personal Bankers or anyone with commercial lending experience is highly regarded
- Purchase tracking: respond to customer queries and validation with experts
- Demonstrable lending experience
- Experience selling an injectable / infused product
- Manufacturing experience as a consultant, shop floor lead, or engineer
List of Typical Responsibilities For a Business Specialist Resume
1
Responsibilities For Senior Business Specialist Resume
- Self-starter with strong organizational and computer skills
- Good interpersonal communication skills, ability to exercise discretion and to think and act analytically
- Strong customer service and excellent sales experience
- Strong product and new business development/sales skills
- Credible, influential and professional with excellent stakeholder management skills
- Good communication skills and computer literacy required
- A relevant qualification/ equivalent experience No more than 5 bullet points – only highlight the core skills needed, don’t overdo it
- Experience providing strong customer service to a diverse group of people
- E-Business and digital applications experience, proven commercial success in e-Business
2
Responsibilities For New Business Specialist Resume
- Sales/in-side sales experience w/ proven track record of successful sales performance - preferably software sales
- Demonstrated experience with Microsoft PowerPoint for presentations and briefings
- Identify functional or operational gaps through competitive analysis, research, monitoring industry trends and prioritizing clients’ requests
- Experience in working with Oracle e-Business Suite or other ERP / EPM
- Preferably sales or trade marketing experience
- Responsible for eBusiness revenue and customer experience including Supply Centers, B2B & B2C
- Experience in Sales, Marketing or eCommerce required
- Enhance training distribution effectiveness
3
Responsibilities For Small Business Specialist Resume
- Oversee client education and the management of expectations to ensure the delivery of a superior customer service experience throughout the onboarding process
- Association or equivalent experience in accounting/financial management, administration and policy matters
- Solid technical working knowledge of PC’s
- Solid working knowledge of SFDC desired
- Related working experiences
- SAP ME (SAP Manufacturing Execution) experience
- Log, Prioritize, track and resolve production tickets and Incidents through RFC (request for change) process or IT escalation
4
Responsibilities For IT Business Specialist Resume
- Customer Service experience and technical literacy
- Reporting tools - SQL- experience 2 years
- Establishes and maintains strong relationships with assigned clients, vendors, and other internal groups
- Experience in Workforce Management administrator position required, preferably with Aspect eWFM
- Experience in a production-oriented environment
- Experiencewithsupporting business systems analysis, system development, or data mapping
- Experience with requirements management tools, including JIRA and TFS
- Experience working cooperatively in a team environment
- Self-reliance, skill in functioning as an independent worker and thinker with the ability to exercise sound professional judgment
5
Responsibilities For E-business Specialist Resume
- Experience as a business analyst or requirements analyst
- Experience managing digital ad campaigns, including display, video, mobile, social or paid search
- Demonstrate initiative, commitment and accountability
- Experience managing stakeholders at all organization levels
6
Responsibilities For Scholarship Business Specialist Resume
- Assist Bulk Integration team by performing data mapping, data profiling and data validation of transformation
- Establish and maintain strong relationships with assigned clients, vendors, and other internal groups
- Coordinates the identification and prioritization of space needs with the RU Space Management group
- Experience in space/occupancy planning and management
- Extensive experience with Illustrator, Photoshop and InDesign, specifically with mockups, web design and multimedia presentation
- Experience with Rutgers University system applications such as Oracle, HCM, REX and SciQuest/Jaeggar
7
Responsibilities For Entry Level Business Specialist Resume
- A valid driver's license issued in one (1) of the fifty (50) United States
- Previous work experience in a university environment or grant-funded project
- Business related analytical experience required
- General cable industry experience
- Participating in many cases with the Core employees during Small Business client interactions via phone and video conferencing (JCMs)
- Referring Small Business Credits to the Credit Support Team for under-writing
- Working knowledge of the immunology, rheumatology, and/or gastroenterology field(s)
- Banking exposure regarded but not essential
- Demonstrating customer service ethic and commitment to satisfy standards required
8
Responsibilities For Lead New Business Specialist Resume
- Selling a product that is distributed through a specialty pharmacy
- Preparing Core employees for Small Business Discovery Conversations
- Leading small projects
- Updating content and visuals linked to the website with international team
- Preparing contract proposals and administers major contracts and delivery orders
- Negotiating contractual provisions with potential partners
- Recognizes the importance of being a team player by adapting to project needs and helping in other areas as needed
9
Responsibilities For Charter Business Specialist Resume
- Participates in creating new ways of doing business in order to achieve and maintain a competitive edge for Amicus
- Adherence to the Quarterly Rolling Sales Plan as communicated by the reporting manager
- Create visual aspects of marketing materials, websites and other media, including infographics
- Prepare training materials and conduct user training
- Conducts strategic planning and business planning
- Analyze training content data and provide reporting and recommendations
- Provides assistance in maintaining forms in forms library/e-profile and updating model assignments as needed
- Provides assistance in maintaining phone queue for incoming calls on new account paperwork questions
- Follows-up continuously with new business specialists when processing an order to ensure representatives are informed during each step of new business process
10
Responsibilities For Universal Banker / Small Business Specialist Resume
- Approving/reviewing Earned Value Management Report Data
- Act as an information coordinator and resource to Attending Physicians regarding managed care issues
- Configure IDoc XSLT processing in SAPMEINT integration layer (coordinate integration scenario testing between SAP ECC, SAP MEINT, and SAP ME)
- Manage a territory marketing and promotional speaker program budget in a manner that complies with all Shire compliance policies
- Aid in establishing the company’s short and long term competitive and business strategies
- Collaborate with sales and marketing for strategic fit of potential new business
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