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Job Snapshot
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Employee Type:
Full-Time -
Location:
St. Petersburg, FL -
Experience:
Not Specified -
Date Posted:
8/29/2024
Job Description
Job Summary
As a member of RJ Bank Operations, uses knowledge and skills obtained through experience and/or training to assist with the overall management of assigned functional area. This includes collaborating with the management team to identify opportunities for operational efficiency and productivity improvements and assisting with special projects. Working under limited supervision and with a level of autonomy, this individual will contribute to all phases of process improvement, bringing an innovative spirit and analytical mind to enhancing existing processes and procedures. Contact with internal customers is required to identify, research, and resolve problems.
Essential Duties and Responsibilities
Job Requirements
Knowledge, Skills, and Abilities
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 loan 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.
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.
Educational/Previous Experience Requirements
Education/Previous Experience
Associate%26#39s degree and/or equivalent and five (5) or more years of relevant work experience.
~OR~
Any equivalent combination of education, training and/or experience approved by Human Resources.
Licenses/Certifications
None required
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm%26#39s core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
Grow professionally and inspire others to do the same
Work with and through others to achieve desired outcomes
Make prompt, pragmatic choices and act with the client in mind
Take ownership and hold themselves and others accountable for delivering results that matter
Contribute to the continuous evolution of the firm
