What are the responsibilities and job description for the Business Support Specialist II - Data and Testing - Banking Operations position at Edward Jones?
Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus on our clients rather than shareholder returns.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging.
People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career.
View our Purpose, Inclusion and Citizenship Report.
¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating.
Team Overview:
In the Payment and Banking Solutions (PBS) department, you'll focus on delivering a superior client and branch experience when moving funds outside of Edward Jones via ACH, Checks, Wire and Banking transfers. This a high performing department, in a fast-paced environment, dedicated to driving forward multiple firm priorities, regulatory changes, and additional improvement initiatives. Through strategic thinking and cross-functional collaboration, you'll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.
What You'll Do:
As the Business Support Specialist II, you will represent the department by participating in or leading cross-departmental working groups to solve key problems of the area, execute on firm deliverables, and influence change within the capability. While this position is an individual contributor role, you'll be working in partnership with a variety of stakeholders and various representatives from other areas as well as expected to act as a mentor to multiple associates.
In the Payment and Banking Solutions (PBS) department, you'll focus on delivering a superior client and branch experience when moving funds outside of Edward Jones via ACH, Checks, Wire and Banking transfers. This a high performing department, in a fast-paced environment, dedicated to driving forward multiple firm priorities, regulatory changes, and additional improvement initiatives. Through strategic thinking and cross-functional collaboration, you'll continuously identify opportunities for operational efficiency and risk mitigation, supporting the firm in its key objectives.
What You'll Do:
As the Business Support Specialist II, you will represent the department by participating in or leading cross-departmental working groups to solve key problems of the area, execute on firm deliverables, and influence change within the capability. While this position is an individual contributor role, you'll be working in partnership with a variety of stakeholders and various representatives from other areas as well as expected to act as a mentor to multiple associates.
- Balance 3-5 key efforts at any given time along with additional smaller walk-in projects.
- Able to effectively and independently manage time to conduct thorough multi-stakeholder research, generate multiple potential solutions, shape a perspective, determine priorities, clearly articulate pain points and the path forward, influence key stakeholders, develop and implement change plans, and execute on these efforts. Requires minimal guidance for shaping the story.
- Plan, test, and execute projects, enhancements, and processes, including the launch of new products or product partners and enhancements to existing tools and systems by using clone, performing qualitative and quantitative analysis of complex and confidential data, and broadening and deepening Subject Matter Expertise.
- Lead Department Strategy Plan and Execution for larger scale efforts in partnership with upstream and downstream stakeholders.
- Identify, pursue, and execute on new opportunities within the Asset Movement capability to improve efficiency or reduce risk.
- Develop strong relationships with internal stakeholders and begin to collaborate and build consensus with leaders from multiple areas.
- Actively mentor other associates within the department to increase knowledge and skills.
- Identify, assess, and mitigate risk in relation to both existing and new processes and systems both within the team and in relation to upstream and downstream stakeholders.
- Partner with core division and firm groups (including Firm Analytics, Technology, Product, WMAS, Compliance/Legal, Optimization, etc.) to craft a business case representing area focuses and influence prioritization within these entities.
What Experience You Need:
What Could Set You Apart:
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
- Clear demonstration of the following skills:
- Strong verbal and written communication skills with the ability to tailor messaging to the audience
- Critical thinking and a process improvement mindset
- Ability to take initiative and independently lead an effort
- Previous direct and cross-functional team leadership skills or project management experience.
- Experience leading complex, multi-team process improvement efforts.
- Minimum of 3 years of experience in their respective product or financial services industry or equivalent tools/systems or combination of experience and education.
What Could Set You Apart:
- SIE, Series 99, and Series 7
- Project Management Professional (PMP)
- Lean Six Sigma Green Belt or Black Belt
- Experience with Power BI, VBA Macros, PEGA, or RPA
**Candidates that live within in a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.**
At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones
Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones
Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf.
