Senior Analyst jobs in United States, California, Milpitas

Job Description:

Job Description:
This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines.Responsibilities:
• Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities
• Assists, educates, and trains clients on conducting simple transactions through self-service technologies
• Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy
• Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping
• Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirementsRequired Qualifications:
• Has a minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment. In lieu of this requirement, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months.
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client.
• Collaborates effectively to get things done, building and nurturing strong relationships.
• Displays passion, commitment and drive to deliver an experience that improves our clients’ financial lives.
• Is confident in identifying solutions for helping new and existing clients based on their needs.
• Has strong written and verbal communications skills.
• Is able to communicate effectively and confidently, and is comfortable engaging all clients (in-person and by phone).
• Has the ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances.
• Applies strong critical thinking and problem-solving skills to meet clients’ needs.
• Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.• Can be flexible to work weekends and/or extended hours as needed.Desired Qualifications:
• An associate’s degree or bachelor’s degree in business, finance, or a related field.
• Experience working in a financial center where goals were met or exceeded.
• Retail and/or sales experience in a salary plus incentive environment.
• Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded.
• Experience with financial information, spreadsheets and financial skills.
• Knowledge of banking products and services.
• Strong computer skills including MS applications and previous experience utilizing laptop technology.Skills:
• Active Listening
• Business Acumen
• Customer and Client Focus
• Oral Communications
• Problem Solving
• Account Management
• Client Experience Branding
• Client Management
• Client Solutions Advisory
• Relationship Building
• Business Development
• Pipeline Management
• Prospecting
• Referral Identification
• Referral Management

High School Diploma / GED / Secondary School or equivalent

Qualifications

• Responsible for the solution design, configuration, testing and maintenance of the SAP FI/CO modules in ECC 6.0, including providing SAP expertise in FI/CO area. Experience with SAP RAR is preferred

• Experience with S/4 HANA finance transformation projects require

• Actively work with Business Resources to determine the technical solution that best meets the business requirements

• Experience and knowledge of integration points of FI/CO modules and across other SAP modules

• Responsible for Enhancements, projects as well as adhoc support to troubleshoot, investigate, analyze and solve production issues

• Responsible for working with business users and clients to gather and document business requirements for system changes and to develop solutions to satisfy business needs

• Responsible for analyzing the impact changes will have on other internal/external business application systems

• Responsible for developing all documentation related to system changes per SOX change control policies and procedures

• Review current finance and accounting business processes to determine where automation / improvements will drive efficiency. Identify process inefficiencies, recommend innovative uses of software functionality, design, implement solutions and train end-users

• This is a hybrid role based at our Global HQ in Milpitas, CA.

Minimum Qualifications

• Bachelor's Degree in Engineering, Business (Finance), Computer Information Systems or related field

• Eight (8) years functional and technical experience with SAP FI/CO Module in ERP system, with analysis and design of business applications related to the FICO area including but not limited to: Fixed assets, Accounts Payable, Accounts Receivable, General Ledger, product costing, PCA, CCA, interfaces to subsystems

• Experience with S/4 HANA Finance transformation projects is required

• Knowledge and experience with ABAP programming and SAP RAR is a plus

• Strong verbal and written communication skills with ability to effectively communicate with planners, peers and executive leadership

• Previous experience in systems support activities, i.e. business to IT liaison

• Previous experience in defining system requirement and defining test scenarios

• Demonstrated high learning agility and strong analytical skills

• The requirements listed above are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals to perform the essential functions

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