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Operations Analyst

Phoenix, Arizona

Job Description:

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 6:00 a.m. to 5:00 p.m., Monday – Friday and work overtime during the high volume season which may include weekends.

Desired Skills:

• Bi-lingual in Spanish


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No

Street Address

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