Senior Analyst managing complex financial accounts at Truist. Ensuring operational excellence while coordinating cash processing and account management duties.
About the role
- Process Improvement Specialist responsible for managing retail applications at TBK Bank. Collaborating on workflows and application modifications in financial services with a focus on customer impact.
Responsibilities
- Develop a strong understanding of Fiserv Premier, Business Process Manager (BPM), Integrated Teller and other ancillary retail applications.
- Provide feedback on appropriate changes, understand potential issues, risks, employee and customer impact and effectively articulate such and recommend appropriate resolutions in collaboration with Retail Operations leadership.
- Create, maintain, modify, test, and update documents, products, forms, and workflows in BPM.
- Serve as an administrator on Retail Core applications – Business Process Manager (BPM) Integrated Teller, others as defined.
- Test new products, release, and modification in Fiserv Premier, BPM, Integrated Teller as well as other applications as needed.
- Collaborate with the Bank’s core and Director administrators.
- Document the implementation of Fiserv software releases to include advising the appropriate personnel of potential procedural changes, forms updates, and the overall impact of the release as well as collaboration with IT department on system updates.
- Co-manage the BPM shared mailbox, Retail Core Application inbox and when necessary work directly with the IT Help Desk to assist with system troubleshooting for end users.
- Work with vendors as they relate to third party integration functions within retail applications.
- Stay apprised of system enhancements and formulate recommendations for improvements that can increase retail efficiencies and streamline processes.
- Maintain professional and technical knowledge of retail applications by attending educational workshops and reviewing professional publications.
- Assist with Business Analytics requests for Retail Operations team.
- Create and upload retail information to OTTO as needed.
- Complete Annual Bankers Certification Training and Compliance Training.
- Travel will be required.
- Execute other tasks and projects related to the department as assigned.
Requirements
- Minimum 3 – 5 years of relevant experience.
- Minimum 3 – 5 years in the financial services industry.
- Minimum 3 – 5 years retail operations focus is preferred.
- Bachelor degree, preferred.
- Must possess utmost professional qualities, high energy, results driven, and self-motivation.
- Excellent analytical and problem solving skills, including the ability to accurately gather, analyze and interpret data.
- Effective project and time management skills, including the ability to work in a fast paced environment and complete projects and task on schedule.
- Advanced knowledge of Microsoft Word, Excel, Outlook, and PowerPoint.
- Strong oral, written and interpersonal communications skills.
- Ability to work under pressure, meet deadlines and make decisions with minimal supervision.
- Creative problem solving, organization, attention to detail, flexibility and adaptability are crucial to the success of this role.
Benefits
- Medical
- Dental
- Vision
- Paid Time Off
- 401k and much more.
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