- Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization.
- Leads teams and owns project management action plans, business rules analysis and development, product development and service delivery.
- Collaborates with enterprise partners to facilitate the development of business rules, requirements and artifacts for business projects and initiatives, and responsible for required documentation of business decisions.
- Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners.
- Coordinates training, communications and related activities for new processes, product updates etc. where changes may be more complex and/or may have cross-functional impact.
- May conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
- Monitors, develop and communicate audit testing, control testing and examination requests.
- Assists with development and management of operational reporting and provides trend analyses and solutions.
- Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.
- Bachelor's degree; OR 4+ years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
- 6+ years of project management, process consulting, or business optimization planning experience within the financial services industry.
- Advanced knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserv, KDIM, Fidelity, Metric Stream or other industry related applications.
- Experience developing solutions and recommendations that will increase efficiency and improve business decisions, including managing performance and profitability, in adherence to risk and compliance guidelines.
- Knowledgeable in the applications of Agile process and procedures.
- Knowledge and application of risk management frameworks and regulatory requirements for applicable LOB.
- Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around business optimization.
- Direct experience with complaints program management in a large retail bank environment
- Banking compliance and/or risk management experience
- Strong knowledge of Banking regulations
- Experience executing and/or leading Risk Control Self Assessments (RCSAs), issue management, and process efficiency programs
- Strong analytical, organizational, and problem-solving skills
- Consistent track record to craft, implement, and sustain oversight processes
- Critical thinking and root cause analysis skillset
- US military experience through military service or a military spouse/domestic partner
-
Business Advisor I
2 weeks ago
USAA Charlotte, United States**Why USAA?** · Let's do something that really matters. · At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation's military, but we all share in the mission to ...
-
AbbVie Charlotte, United StatesJob Description · Job DescriptionCompany Description · AbbVie's mission is to discover and deliver innovative medicines and solutions that solve serious health issues today and address the medical challenges of tomorrow. We strive to have a remarkable impact on people's lives acr ...
-
Senior Strategic Business Advisor
2 weeks ago
Q2 Software, Inc. Charlotte, United StatesAs passionate about our people as we are about our mission. What Were All About:Q 2 is proud of delivering our mobile banking platform and technology solutions, globally, to more than 22 million end users across our 1,300 financial institutions and Advisor, Business, Strategic, P ...
-
Financial Advisor Business Consultant
1 week ago
FIG Talent Solutions Cornelius, United StatesFinancial Advisor Business Consultant · Job Description · Required Qualifications: · Practice Management & Business Development experience in the financial services industry · Sales background (client facing) · Operations background · Strong listening and consulting skills · Syst ...
-
Financial Advisor Business Consultant
6 days ago
FIG Talent Solutions Cornelius, United StatesFinancial Advisor Business Consultant · Job Description · Required Qualifications: · Practice Management & Business Development experience in the financial services industry · Sales background (client facing) · Operations background · Strong listening and consulting skills · Sys ...
-
Financial Advisor Business Consultant
2 weeks ago
FIG Talent Solutions Cornelius, United StatesFinancial Advisor Business Consultant · Job Description · Required Qualifications: · Practice Management & Business Development experience in the financial services industry · Sales background (client facing) · Operations background · Strong listening and consulting skills ...
-
Training as a retail merchant
3 weeks ago
Eclipse Solutions Charlotte, United StatesWhat can you achieve with this job?Become a specialist for our customers in the hotel and catering industry as well as in communal catering. During your training, you will master diverse tasks, as you and your team are responsible for the smooth operation of the market. The custo ...
-
Regional Director, Broker Dealer Group
1 week ago
Dimensional Fund Advisors Charlotte, United States Full timeJob Description: · The Global Client Group leads Dimensional's efforts to acquire long-term client relationships and increase the firm's reach in the marketplace. Team members work closely with both institutions and financial advisors to offer focused, specialized support and en ...
-
Horizon Investments Charlotte, United StatesPosition Description: · Total Target Compensation is $80,000 - $100,000 for the first year. Base pay is $54,000 to $62,000 per year, paid semi-monthly. Commissions are paid quarterly. · The Advisory Specialist is primarily responsible for developing new business leads and support ...
-
Wealth Management Consultant
4 weeks ago
Equitable Charlotte, United StatesWealth Management Advisor - Equitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions, and comm ...
-
Manager - Central Supervision Unit
3 weeks ago
Ameriprise Financial Charlotte, United States Full timeThe role of the Manager - CSU (Social Media) will be focused on reviewing and signing off on social media content on LinkedIn, Facebook and Instagram as well as advisor text messages. The Central Supervision team has a number of key responsibilities to support our advisors servic ...
-
Banking and Cash Solutions Consultant
1 week ago
Ameriprise Financial Charlotte, United States Full timeThe Banking and Cash Solutions Consultant will support and manage the Northeast geographic territory to promote sales for Ameriprise Banking & Cash Solutions through proactive calls, pre-scheduled appointments with targeted advisors and field leaders in addition to providing supp ...
-
Wealth Management Associate
1 week ago
Equitable Advisors Charlotte, United StatesWealth Management Advisor - Equitable Advisors · With Equitable founded in 1859, Equitable Advisors is a leading firm in the financial services and insurance industry with a mission to help people build fulfilling futures grounded in our stability, innovative solutions and commi ...
-
Wealth Management Advisor
3 weeks ago
Equitable Advisors Charlotte, United StatesWealth Management Advisor - Equitable Advisors · Why Equitable Advisors? · Equitable Advisors, a provider of investment and insurance strategies, can help people define and pursue their life, retirement, and estate planning strategy goals. Our vision, resources, fundamental beli ...
-
Account Manager
6 days ago
USHEALTH Advisors Charlotte, United StatesCompany Description · USHEALTH Advisors is a national sales and distribution subsidiary of USHEALTH Group, Inc. The company sells individual health insurance plans and supplementary products underwritten by The Freedom Life Insurance Company of America, a wholly-owned insurance s ...
-
Senior Lead Consultant
6 days ago
Calculated Hire Charlotte, United StatesSenior Lead Business Execution Consultant · Hybrid – Charlotte, NC · 6-month Contract (W2), Weekly Pay (40 hours/week) · Pay Rate: $82/hr. · Desired Start Date: TBD · Calculated Hire is in search of a Senior Lead Business Execution Consultant for our Fortune 100 Financial Service ...
-
Account Manager
6 days ago
USHEALTH Advisors Charlotte, United StatesCompany Description · USHEALTH Advisors is a wholly-owned national sales and distribution subsidiary of USHEALTH Group, Inc. The company sells individual health insurance plans and supplementary products underwritten by The Freedom Life Insurance Company of America, a wholly-owne ...
-
Trust Administration Advisor
1 week ago
Truist Charlotte, United States Full timeESSENTIAL DUTIES AND RESPONSIBILITIES · Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. · 1. Understands and is conversant with f ...
-
Senior Advisor, Asset Management
1 week ago
GHD Charlotte, United StatesSenior Advisor, Asset Management · To solve complex challenges, you need to think widely and deeply. · At GHD Advisory we are invested in creating sustainable business and organizational outcomes with clients driving change in water, energy and urbanization for lasting communit ...
-
Processing Specialist
3 weeks ago
Baldwin Risk Partners Charlotte, United States Full timeWe are Guided Insurance Solutions, a Baldwin Group partner. We're not your run-of-the-mill insurance broker. And we're not bots or algorithms. We're real people striving to better serve and educate the world about the importance of good insurance coverage. · We're passionate abou ...
Senior Business Advisor - Charlotte, United States - USAA
Description
Why USAA? Let's do something that really matters.At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all of our employees served in our nation's military, but we all share in the mission to give back to those who did. We're working as one to build a great experience and make a real impact for our members.
We believe in our core values of honesty, integrity, loyalty and service. They're what guides everything we do - from how we treat our members to how we treat each other. Come be a part of what makes us so special The Opportunity
We are looking for a Business Advisor Senior for the Bank Member Experience & Complaints Program.
Advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth. Develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business. Develops best in practice solutions to complex business challenges. Identifies opportunities to change, enhance, or streamline existing business projects and initiatives. Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm.
We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, TX, Plano, TX, Phoenix, AZ, Colorado Springs, CO, Charlotte, NC, Chesapeake, VA or Tampa, FL. Relocation assistance is not available for this position. We may consider a work from home option.
What you'll do:What you have:
The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.
What we offer:
Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. The salary range for this position is: $81,770 - $156,290.
Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.
Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.
For more details on our outstanding benefits, please visit our benefits page on
Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.
USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
Senior Business Advisor professionals in Charlotte
-
BOLARIN GBADAMOSI
AGILE TRANSFORMATION COACH
-
Mathew Heinecke
Motivated Engineering Team Growth Leader