EOS Effectiveness & Support Engineer I - Wholesale Ops

  • Charlotte, NC
  • Posted 4 hours ago | Updated 4 hours ago

Overview

On Site
Full Time

Skills

Wholesale
Accessibility
Fluency
English
Problem Solving
Continuous Improvement
Management
Macros
Microsoft BI
Sharepoint Online
Industry-specific
Reporting
KPI
Streaming
Business Process
Workflow
Change Management
Return On Investment
Process Improvement
Auditing
Demand Management
Strategic Planning
Optimization
Financial Services
Research
Data Analysis
Presentations
Negotiations
Microsoft Office
Communication
Public Speaking
Facilitation
Leadership
Engineering Design
Financial Management
Banking
Lean Six Sigma
Business Process Management
Process Management
Process Modeling
Project Management
CAPM
PMP
Microsoft SharePoint
Microsoft Power BI
Microsoft Excel
VBA
Finance
Life Insurance
Taxes
Recruiting
SAP BASIS
Law
ProVision

Job Details

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Need Help?

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Regular or Temporary:
Regular

Language Fluency: English (Required)

Work Shift:
1st shift (United States of America)

Please review the following job description:

This position is responsible for designing and implementing process-oriented solutions and ensuring adequate change management and adoption across all levels of the organization. This position is responsible for driving results, enabling, and supporting teammates. This position works at the tactical and strategic level (analyzing data, solving problems, and working with teams for implementation) to manage identified optimization projects and to develop forward-looking processes and systems that support the development, operational effectiveness, and continual improvement to support EOS objectives.

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. Responsible for managing and maintaining SharePoint, Access, Excel Macros with the intent to migrate to various tools to applications such as Microsoft BI and SharePoint Online. Functions as a SME within their process vertical and displays mastery of industry specific knowledge. Responsible for sampling and monitoring of assigned processes in relation to defined KPIs. Responsible to report and track KPI metrics and identify bottlenecks/process variations that cause KPIs to be missed.

2. Works with various partners across EOS and supporting LOBs and/or Functions to identify opportunities and structure abstract questions or issues into manageable, specific work streams and deliverables.
a. Facilitate sessions to set direction and create change for business processes from a technological and workflow perspective.
b. Design and implement process-oriented solutions and ensure adequate change management and adoption across all levels of the organization. Provides oversight and ensures overall quality of junior teammates' key tasks and delivery.
c. Within assigned line of business, resolve or escalate risks or roadblocks prohibiting achievement of identified scope.
d. Train and support Production groups to ensure awareness and adoption of the target state.
3. Drive improvement process benefit expectation and realization. Measure and monitor return on investment (ROI) of process improvement projects to ensure organizational efficiency and profitability.
4. Facilitate and build relationships internal and external to the assigned business unit to ensure initiative success.
5. Establish and maintain strong working relationships with key business partners with special emphasis on Business sponsors, Audit, Demand Management, Strategic Planning and members of the Senior Leadership Team.

Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
1. Bachelors' degree in business, engineering, design, or technology field; or related field or equivalent combination of education and professional experience.
2. Four years of process or project analyst or relevant industry experience in banking, financial services, or other services industry.
3. Experience leading optimization projects in financial services or transactional-based processes.
4. Ability to use research and data analytics to diagnose problems, recommend action plans to resolve issues and drive business decisions.
5. Ability to lead cross-functional teams without formal authority.
6. Excellent skills in presentation, facilitation, communication and negotiation.
7. Solid understanding of program and project management disciplines, techniques, and approaches.
8. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
9. Solid understanding of program and project management disciplines, techniques, and approaches.
10. Ability to work in a fast-paced, highly complex, results driven environment and to prioritize multiple high-profile projects and initiatives.
11. Excellent verbal and written communication skills, including public speaking, group facilitation and ability to interact effectively with various levels of leadership.

Preferred Qualifications:
1. Master's degree in business, engineering, design, or technology field; banking or financial management education.
2. Deep knowledge of operational and technical environments of financial institutions, including knowledge of applicable banking laws and regulations.
3. Certified Lean Six Sigma Green Belt certification with two years' experience in applying methodology.
4. Business Process Management (BPM) experience.
5. Certified Associate in Project Management (CAPM) or Project Management Professional (PMP) designations.

6. Advanced/Developer knowledge of SharePoint, Access, Power BI, and Excel VBA Macros

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.

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