דרושים Technical Business Analyst ב-United States, Florida, Tampa

Leads the support/administrative functions for a somewhat large department usually at a local level. Responsibilities may include budget analysis and recommendations, operations analysis, identification and resolution of work flow issues, associate training, service quality, process improvement. Resolves personnel, audit and/or budget issues by researching and analyzing unusual problems, administers bank programs and policies and provides interpretation to department. Requires an in-depth knowledge of bank policies and programs and of the departments functional operations. May direct workflow activities.

Specialized Servicing and Fulfillment Operations (SSFO) is a dynamic organization committed to delivering best-in-class care for clients and internal partners. We specialize in situations that require a compassionate touch, high attention to detail, management of high risks, adjustments for unique product or situation combinations and education of internal partners. We respond rationally, but rapidly to an ever-evolving set of products, compliance requirements, and client needs. SSFO practices process excellence in every facet of our operation and is committed to creating a work environment that drives positive employee engagement and growth.

Managerial Responsibilities:
This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Opportunity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company Great Place to Work goals.

• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.

• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.

• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.

• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.

• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.

• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.

• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:

Minimum 3+ years experience or relevant work experience

Strong partnership and relationship management skills; ability to work and effectively communicate across functions and organizational lines/levels

Prior experience managing multiple projects and adjusting to changing deadlines

Strong presentation skills and the ability to present key messages, effective recommendations, and information in a clear, concise, insightful, and influential way

Strong analytical and organizational skills with a focus on attention to detail

Ability to think strategically across the organization to identify opportunities to improve overall performance efficiency

Flexibility – ability to adjust to changing/competing priorities

Ability to decompose complex issues and drive timely decisions, knowing when to engage others for additional input, and when to act independently

Excellent written / verbal communication skills and executive presence

Advanced/Expert MS Office skills, especially Excel and PowerPoint

Extremely organized/excellent time management skills with ability to manage and prioritize competing priorities

Proven ability to develop executive ready communications and presentations that synthesize data and tell the story

Self-starter, high energy, and detail oriented; ability to work with minimal supervision

Job responsibilities

• Provide a high level of responsiveness to executive ad-hoc requests related to project management, presentation development, and business analysis
• Organize complex information in a strategic and compelling way, demonstrating strong design acumen and expertise in Excel and PowerPoint techniques
• Create wireframes and mock-ups quickly and iteratively for management presentations, reports, and dashboards
• Communicate effectively with key business partners to understand projects and drive next steps
• Project manage and deliver key work streams and tasks
• Identify key business risks on the platform and drive resolution of mitigating controls
• Support audit, regulatory and compliance deliverables; help drive specific action plans and deliverables within the Risk Control Self-Assessment (RCSA) framework
• Coordinate team activities and prepare materials for town halls, employee recognition, and strategy working sessions
• Collect and maintain internal resources and documentation on collaboration sites such as SharePoint
• Participate in collaborative initiatives with team members and global managers, looking for ways to continually simplify, improve, and add value to existing business processes

Required qualifications, capabilities, and skills

• Bachelor’s degree in Business, Finance, Economics, or other related area
• Prior experience in Business Management (or COO role)
• Proven experience delivering timely, high quality presentations and/or reporting for various projects and stakeholders. Attention to detail is a must with continuous focus on design excellence
• Demonstrated ability in dealing with different stakeholder groups and driving the agenda
• Excellent communication, organization and project management skills
• Ability to articulate and demonstrate thoughtful rationale in design decisions
• Intermediate to advanced level ability expected in all MS Office tools (Excel, PowerPoint, Pivot Tables)
• Self-motivated, tenacious and able to work with high degree of independence
• Excellent written and oral communication skills
• Strong time management and prioritization skills

As a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable business clients with annual revenue greater than ~$3MM. You’ll focus on business development, acquiring balances, deepening product utilization, and gaining referrals to increase primary bank share. As a Senior Acquisition banker, you will provide a high-touch experience by building relationships and providing financial advice with a focus on client experience and risk management, while focusing on acquiring new relationships, retaining and deepening existing relationships.

Job Responsibilities

• Acquire, retain and deepen a portfolio of approximately 40-50 business clients and 60 prospects in a growth/expansion stage with annual revenue greater than ~$3 million; provide business deposit and cash management solutions and manage business credit opportunities up to $15 million; provide support to branch-based business bankers on sizeable business credit deals as needed
• Deliver an outstanding experience to Chase business clients by providing comprehensive and customized business banking solutions tailored to the financial needs and circumstances of their businesses
• Grow portfolio by prospecting for new clients whose businesses are in expansion mode; utilize extensive referral networks and centers of influence to independently identify and pursue potential new business clients, looking for ways to cultivate long-term primary banking relationships.
• Develop strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase to identify new opportunities for all partners
• Leverage knowledge of diverse types of businesses, industries, markets, financial and economic concepts, as well as creative marketing techniques utilizing Chase resources and materials to develop business network and prospects
• Develop relationships with clients, prospect and centers of influence through in-person/virtual calls to understand the needs of the business and its owners and develop the full financial relationship
• Understand the personal financial goals and needs of the owner(s). Utilize knowledge of personal banking products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial solutions
• Partner with product specialists to ensure clients are onboarded seamlessly with end-to-end delivery of new accounts and full suite of products and services. Leverage service team to deliver an outstanding client experience
• Protect the firm by following sound risk management protocols and control policies and adhering to regulatory requirements

Required qualifications, capabilities, and skills

• Minimum of 5 years’ experience in a Business Banking Relationship Management role or related business lending experience
• Strong current business network; active involvement in community organizations such as Chambers of Commerce, non-profit boards
• Demonstrates strong tactical business development and negotiation skills. Self-directed, proactive, and creative; uses sound judgment and navigates ambiguity to get things done
• Strong relationship-building and excellent communication skills with individuals at all levels, internally and externally. Ability to influence others to achieve desired outcomes and leverage technology to interact with clients effectively and efficiently
• Strong knowledge of deposit and cash management products and services, and knowledge of business credit underwriting with commercial credit training. Uses seasoned judgment to offer comprehensive and customized solutions that best meet client needs; monitors and researches market/industry trends and business outcomes to anticipate client needs; presents proactive solutions and innovative alternatives when appropriate
• Balance needs of clients with associated risks and interests of the firm
• Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience
• Minimum of 3 years’ managing clients >$10+MM revenue
• In-depth knowledge of diverse types of businesses, industries, markets, financial and economic concepts
• Proficient in Microsoft Office tools including Outlook, Excel, Word, and PowerPoint

As a Business Solutions Banker-Government (BSB-G) in Business Banking, you’ll be helping to improve the well-being of our government clients by providing exceptional client experience and education. You will manage an assigned portfolio of government clients and work to build relationships, with a focus on client experience and risk management.

Job Responsibilities

• Deliver an outstanding experience to Business Banking government clients through providing comprehensive business banking solutions tailored to the financial needs and circumstances of the businesses, upon request
• Maintain a portfolio of 315-385 clients and be the expert for government clients by cultivating relationships to ensure a seamless client experience and have working knowledge to support requirements
• Manage the client experience end-to-end and address inquiries received via email or phone call from government clients to assist with their banking needs
• Engage with clients remotely through Zoom, phone, and screen share tools to educate, guide, and assist clients with Chase online systems
• Use knowledge of banking, risk management, and industry trends to serve government clients while working within risk parameters that protect the bank and maintain compliance with all government legislature
• Understand and recommend ways to keep government clients’ funds and accounts protected, including advising on Chase Cash Management Credit and Cash Management products to resolve problems
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements
• Own the survey results for all assigned clients and escalate issues that require additional assistance or resolution

Required qualifications, capabilities, and skills

• Minimum of 1 year experience in a Business Banking Relationship Management or portfolio management role, or related business experience
• Strong written communication and verbal communication (including over phone / Zoom calls) skills with internal and external individuals at all levels
• Expert ability to assess current client needs and goals, and identify opportunities and issues through targeted questions in order to recommend appropriate solutions
• Demonstrated ability to follow through with commitments, own problems on the clients’ behalf, and balance client needs with associated risks and interests of the firm
• Ability to take initiative and develop rapport to build and maintain client relationships virtually
• General knowledge of core business products and services including deposit, lending and cash management
• Ability to determine priorities and maintain a balanced work approach to achieve business objectives

Preferred qualifications, capabilities, and skills

• Bachelor’s degree in Finance or related field, or equivalent work experience preferred
• Proficient in MS Office tools including Outlook, Excel, Word, and PowerPoint