Product Consultant - RJ Bank Operations

Raymond James Financial, Inc. • Saint Petersburg, FL • 6h ago

Essential Duties and Responsibilities

Works hands-on with internal customers and stakeholders to understand business processes.

Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement.

Consults with users to identify, analyze, refine and document business requirements.

Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization.

Proposes recommendations for process improvement.

Documents business and technical requirements for desired process solutions.

May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s).

Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements.

May lead the work of others and provide cross-training, coaching and mentoring, as required.

Facilitates and participates in user testing of process and enhancements and core systems.

May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions.

Assists with special projects, and involvement in day to day operations, as required.

Performs other duties and responsibilities as assigned

Knowledge of

Basic principles of banking and finance and securities industry operations.

Functional, operational and technical requirements of all systems used by assigned functional area(s).

Core Private Client Banking servicing platform, and complementary systems.

Information technology support and technical documentation.

Skill in

Operating standard office equipment and using required software applications.

Verifying information for accuracy and completeness.

Interpreting client input, clarifying issues and developing solutions.

Analyzing operational processes and processes and identifying opportunities for improvement.

Preparing various reports, summaries, surveys and written recommendations.

Developing instructional and procedural documentation/presentations.

Ability to

Lead the work of others and provide cross-training, coaching and mentoring

Partner with other functional areas to accomplish objectives.

Attend to detail while maintaining a big picture orientation.

Read, comprehend and apply business-related information.

Interpret and apply policies and identify and recommend changes as appropriate.

Solve complex problems and model the business and financial impact of proposed scenarios.

Actively communicate technical and business aspects of work efforts to team members.

Work independently as well as collaboratively within a team environment.

Establish and maintain effective working relationships at all levels of the organization.

Communicate effectively, both orally and in writing, with all organizational levels.

Demonstrate flexibility in accepting and adapting to change.sza

Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast- paced work environment.

Take personal ownership of issues, following through to issue resolution.

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