Operations Analyst - USBA Life Events

Operations Analyst

The Operations Analyst is responsible for defining and performing systems analysis and development tasks to improve workflow and operating efficiency for the USBA Operations Life Events Department. The Life Events teams main functions are to administer and process journals for beneficiary claims and day to day asset movement between internal USBA client accounts. The analyst formulates proposals for new systems and information needs by analyzing existing systems and procedures and defining recommended technical and procedural improvements. Analyzes costs of existing operations and estimates cost savings to be achieved by implementing proposed changes; makes recommendations based on analysis. Participates in the modification of existing applications or development of new applications. Acts as a liaison and technical resource between management, staff and information systems to define and communicate standards of operational policy, plans, customer service or financial/performance reporting. Ensures all documentation and requests comply with established policies and procedures. Maintains applicable systems to monitor and track projects, plans and/or data; provides reports to management as needed. Writes test plans and performs tests of new systems and modifications to existing systems. Develops communication tools to ensure a high level of awareness of policies, plans, procedures or study/project results. Will conduct oversight of functions within the department, track processing statistics and review regulatory updates to ensure the department maintains compliance.

Basic Qualifications

• Bachelor's degree, or equivalent work experience
• Typically three or more years of relevant experience

Preferred Skills/Experience

• Thorough knowledge of policies, plans, procedures, products and regulatory requirements for the brokerage industry
• Ability to conduct an analysis of a business need, including scheduling meetings, planning agendas and conferring with business line leaders
• Good understanding of project management and testing methodology and procedures
• Ability to develop test schedules, review testing plans, track test issues and report on test results
• Strong analytical and forecasting skills
• Ability to manage multiple tasks/projects and deadlines simultaneously
• Ability to work as part of a project team
• Effective verbal and written presentation and communication skills
• Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
• Securities 7 and 24 Licenses

Location Expectations

This role requires working from a U.S. Bank location three (3) or more days per week.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.