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Senior Operations Project Analyst - CTO

Dallas, Texas;

Job Description:

Works on various project related activities in an operation department or business unit. Service, support or product fulfillment oriented. Researches and documents organizational reviews, workflow analysis, and management/staff analysis. Responsible for significant contributions to the design and development of project deliverables. Responsible for timely completion of project deliverables. Resolves complex problems based primarily on knowledge of the business, as well as general project guidelines or procedures. Explains and interprets project procedures. Works with team members on all phases of project and may have some leadership responsibility in directing and evaluating the work of more junior analysts. Work may be subject to the review of more senior associates or Manager. Requires a good working knowledge of the operations area. Individuals typically have 3-5 years of experience.

LOB Job Description:

The Senior Operations Project Analyst will be responsible for reviewing and processing all work for the Total Funds Roundup (TFR) and Zero Balance Accounting (ZBA) products. The candidate is the first point of contact for inquiries from business partners and clients via email or phone channel. Responsible for reading, analyzing and/or determining the appropriate handling and resolution of requests.  Will work with internal business partners to provide resolution to client inquiries, issues, and/or production / technical support.  Candidate will be responsible for processing/verifying account set ups, maintenance for TFR/ZBA.  Other responsibilities include assigning incoming work, assisting with audit reviews, gathering statistical information and producing monthly reports. Conduct simple/complex research and provide timely responses to inquiries by utilizing the various bank systems to support client requests. The candidate must actively support a team environment and quickly shift priorities while focusing on the needs of our customers while maintaining an organized approach to managing daily activities and simultaneously handling multiple demands to achieve optimal efficiency and productivity. The candidate should be able to work quickly without sacrificing quality and should also demonstrate the ability to build effective relationships with business partners and clients. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents should have a full working knowledge of operations acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience

Required Skills:

• 2 to 4 years of experience in banking and/or treasury management services
• Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
• Ability to analyze and resolve customer inquiries
• Mainframe, GFS and AVAYA experience
• Previous positions must have included solid customer contact
• PC proficiency - experience with all Microsoft Office applications, particularly Excel
• Experienced in writing and modifying procedures.
• Manages multiple priorities with attention to detail.
• Strong business partnering and relationship management skills
• Self-motivated; able to work unsupervised as applicable
• Strong time management and task prioritization skills with the ability to manage their own time and tasks
• Able to ask critical questions to identify opportunities/risks

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

Referral Bonus Amount:

0

Job Description:

Works on various project related activities in an operation department or business unit. Service, support or product fulfillment oriented. Researches and documents organizational reviews, workflow analysis, and management/staff analysis. Responsible for significant contributions to the design and development of project deliverables. Responsible for timely completion of project deliverables. Resolves complex problems based primarily on knowledge of the business, as well as general project guidelines or procedures. Explains and interprets project procedures. Works with team members on all phases of project and may have some leadership responsibility in directing and evaluating the work of more junior analysts. Work may be subject to the review of more senior associates or Manager. Requires a good working knowledge of the operations area. Individuals typically have 3-5 years of experience.

LOB Job Description:

The Senior Operations Project Analyst will be responsible for reviewing and processing all work for the Total Funds Roundup (TFR) and Zero Balance Accounting (ZBA) products. The candidate is the first point of contact for inquiries from business partners and clients via email or phone channel. Responsible for reading, analyzing and/or determining the appropriate handling and resolution of requests.  Will work with internal business partners to provide resolution to client inquiries, issues, and/or production / technical support.  Candidate will be responsible for processing/verifying account set ups, maintenance for TFR/ZBA.  Other responsibilities include assigning incoming work, assisting with audit reviews, gathering statistical information and producing monthly reports. Conduct simple/complex research and provide timely responses to inquiries by utilizing the various bank systems to support client requests. The candidate must actively support a team environment and quickly shift priorities while focusing on the needs of our customers while maintaining an organized approach to managing daily activities and simultaneously handling multiple demands to achieve optimal efficiency and productivity. The candidate should be able to work quickly without sacrificing quality and should also demonstrate the ability to build effective relationships with business partners and clients. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents should have a full working knowledge of operations acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience

Required Skills:

• 2 to 4 years of experience in banking and/or treasury management services
• Intermediate proficiency (1-3 years of experience) in written (including grammar and spelling) and verbal communications
• Ability to analyze and resolve customer inquiries
• Mainframe, GFS and AVAYA experience
• Previous positions must have included solid customer contact
• PC proficiency - experience with all Microsoft Office applications, particularly Excel
• Experienced in writing and modifying procedures.
• Manages multiple priorities with attention to detail.
• Strong business partnering and relationship management skills
• Self-motivated; able to work unsupervised as applicable
• Strong time management and task prioritization skills with the ability to manage their own time and tasks
• Able to ask critical questions to identify opportunities/risks

Other Qualifications:

Strives to bring new thoughts and ideas to teams in order to drive innovation and unique solutions

Excels in working among diverse viewpoints to determine the best path forward

Experience in connecting with a diverse set of clients to understand future business needs – is a continuous learner

Commitment to challenging the status quo and promoting positive change.

Participate in and drive collaborative efforts to advance tools, technology, and ways of working to better serve an evolving client base

Believes in value of diversity so we can reflect, connect and meet the diverse needs of our clients and employees around the world

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-21047215

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Ryan Evans

Referral Bonus:

0