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Operations Analyst

Phoenix, Arizona

Job Description:

Responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience.

* Analysts will validate, classify & solicit tax documents for consumer clients; report and remit tax withholding to Federal and State tax agencies and review specialty exception reports to provide compliance directed by regulatory and internal bank polices.  All functions require adherence to IRS and bank guidelines which can involve high $ penalties and fines for non-compliance. Analysts will support Financial Centers, Front Line employees and clients through written communication and phone contact on a daily basis. 

Required Skills:

  • Minimum 1 year bank operations, financial center or equivalent experience.
  • Must be detail oriented, an independent thinker, and able to handle multiple functions concurrently while following related laws, rules, regulations & procedures to effectively deliver optimal performance and balance production & accuracy with timeliness.
  • Ability to handle incoming phone calls related to the line of business functions while following policy standards related to caller authentication and complaint capture. 
  • Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status while processing documents and handling inbound calls.
  • Must have strong written and verbal communication skills to communicate effectively with customers and partners to provide comprehensive, clear and concise information.
  • Able to work independently or as part of a team.
  • Takes ownership to proactively identify opportunities to enhance customer experience or improve processes.
  • Proficient with Microsoft Office tools (Outlook, Excel, Skype, etc.).
  • Must be able to accommodate an 8 hour work schedule between the hours of 08:30 a.m. to 5:00 p.m., Monday – Friday and work overtime during the high volume season which may include weekends

Desired Skills:

  • Bilingual in Spanish

Job Band:

H6

Shift: 

1st shift (United States of America)

Hours Per Week:

40

Weekly Schedule:

8:30am - 5:00pm M-F

Referral Bonus Amount:

0

Job Description:

Responsible for the day-to-day analysis, research and resolution of varied problems. Functions include administering defined procedures, analysis and report generation, and exception processing. Coordinates the implementation of products/services and operational solutions. May assist in designing, documenting, implementing, and monitoring of new products/services. Provides guidance to associates within own unit regarding procedural, technical and/or operational changes. Incumbents have full working knowledge of operations environment acquired through experience in an operations environment and on the job training. Individuals typically have 2 to 4 years of experience.

* Analysts will validate, classify & solicit tax documents for consumer clients; report and remit tax withholding to Federal and State tax agencies and review specialty exception reports to provide compliance directed by regulatory and internal bank polices.  All functions require adherence to IRS and bank guidelines which can involve high $ penalties and fines for non-compliance. Analysts will support Financial Centers, Front Line employees and clients through written communication and phone contact on a daily basis. 

Required Skills:

  • Minimum 1 year bank operations, financial center or equivalent experience.
  • Must be detail oriented, an independent thinker, and able to handle multiple functions concurrently while following related laws, rules, regulations & procedures to effectively deliver optimal performance and balance production & accuracy with timeliness.
  • Ability to handle incoming phone calls related to the line of business functions while following policy standards related to caller authentication and complaint capture. 
  • Must be able to navigate and use various internal systems to research, review, update and confirm customer tax status while processing documents and handling inbound calls.
  • Must have strong written and verbal communication skills to communicate effectively with customers and partners to provide comprehensive, clear and concise information.
  • Able to work independently or as part of a team.
  • Takes ownership to proactively identify opportunities to enhance customer experience or improve processes.
  • Proficient with Microsoft Office tools (Outlook, Excel, Skype, etc.).
  • Must be able to accommodate an 8 hour work schedule between the hours of 08:30 a.m. to 5:00 p.m., Monday – Friday and work overtime during the high volume season which may include weekends

Desired Skills:

  • Bilingual in Spanish

Shift:

1st shift (United States of America)

Hours Per Week: 

40

Learn more about this role

Full time

JR-22083951

Band: H6

Manages People: No

Travel: No

Manager:

Talent Acquisition Contact:

Chris Lopez [C]

Referral Bonus:

0

Street Address

Primary Location:
1825 E BUCKEYE RD, AZ, Phoenix, 85034