Ameriprise Financial
Sr Analyst Bank Operations
Charlotte, NC
Nov 26, 2024
Full Job Description
In this role, you will provide operational support for multiple product lines for the Ameriprise Federal Savings Bank (FSB) Operations, on operational functions including SME support on projects, initiatives, marketing and sales. You will be responsible for understanding and maintaining reference documentation for all operational oversight processes, both internal and external, for assigned product line(s). Additional responsibilities include management of client-experience program for the bank and completing analysis used to make recommendations to improve client experience for bank clients.

Key Responsibilities

  • Manage backlog of client experience recommendations; work with stakeholder teams (product, operations, affiliates) to prioritize, estimate, and present recommendations to leadership
  • Co-manage client complaint process - central point of contact for Banking and Cash Solutions, track complaints, ensure resolution, and provide analysis/reporting for BCS management
  • Complete analysis and make research-based recommendations in partnership with the product team to improve product features, service, sales, marketing, processes, policies and procedures
  • Partner with product team and marketing on sales initiatives
  • Work with process analyst team to prepare and conduct process walkthroughs, process flow updates, and journey mapping/client experience brainstorming sessions
  • Support and develop internal and external vendor/partner relationships
  • Develop and provide operations reporting and submit risk incidents as needed BUR (Business Unit Reviewer) and AdTrax submissions for product servicing campaigns
  • Actively identify opportunities to recommend, develop and build service and operations improvements for the organization


Required Qualifications

  • Associate's degree or equivalent
  • 3+ years of relevant experience. *Post-secondary education and relevant work experience may be interchanged to meet the combined total years of minimum required qualifications for education and experience


Preferred Qualifications

  • Bachelor's degree or equivalent
  • Banking lending product operations experience
  • Good analytical, quantitative & problem-solving skills and ability to use statistical analysis and modeling
  • Strong knowledge of banking operations and processes
  • Ability to communicate effectively on recommendations and analysis results and establish and maintain strong relationships across the organization
  • Strong MS Excel, Word and PowerPoint skills

About Our Company
We're a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people in more than 20 countries, advise and manage assets and income of more than 2 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world.

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law.

Full-Time/Part-Time

Full time

Exempt/Non-Exempt

Exempt

Job Family Group

Business Support & Operations

Line of Business

BANK BankPDN-9d93f705-d5d6-4b7d-b604-68a399c01e57
Job Information
Job Category:
Finance
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Sr Analyst Bank Operations
Ameriprise Financial
Charlotte, NC
Nov 26, 2024
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