Business Advisor Senior - P&C Omni Enablement

USAA; Phoenix (AZ); On-site; USD 85,000 - 163,000; Full time

Job summary

USAA seeks a Business Advisor Senior in Phoenix to drive successful implementations of new system changes within the P&C contact center. The role involves managing training programs and providing guidance to enhance business operations, requiring extensive experience in project management and knowledge of financial services.

Benefits

Comprehensive medical, dental and vision plans

401(k) and pension plans

Life insurance

Parental benefits and adoption assistance

Paid time off program with holidays

16 paid volunteer hours

Continuing education support

Qualifications

• 6 years of relevant experience in financial services.
• Knowledge of Agile processes and risk management frameworks.
• Experience in developing training and communication strategies.

Responsibilities

• Provide business planning guidance and develop training programs.
• Advise on risk mitigation actions and compliance standards.
• Lead teams and manage project development processes.

Skills

Project management

Process consulting

Business optimization planning

Education

Bachelor's degree

Tools

Salesforce

SharePoint

Microsoft Office

Job description

Business Advisor Senior - P&C Omni Enablement

Pay Competitive

Location Phoenix/Arizona

Employment type Full-Time

Job Description

Req#: R0110152

Why USAA?

At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families.

Embrace a fulfilling career at USAA, where our core values – honesty, integrity, loyalty and service – define how we treat each other and our members. Be part of what truly makes us special and impactful.

The Opportunity

We are seeking dynamic Business Advisor Seniors to play a key role in the successful implementation of new D&S system changes and rollout plan for the P&C contact center. This role will be instrumental in developing and delivering training programs and communication strategies to support both new and existing employees through these transitions.

This role advises stakeholders by providing business planning guidance to include research, development, planning and implementation of procedures and processes to increase business viability and ensure compliance and/or product competitiveness and profitable growth. Develops and implements solutions to influence business decisions for relevant CoSA or line(s) of business. Develops best in practice solutions to complex business challenges. Identifies opportunities to change, enhance, or streamline existing business projects and initiatives. Identifies regulatory and/or operational gaps within the experience to mitigate key risks associated with financial, reputational or member harm.

We offer a flexible work environment that requires an individual to be in the office 4 days per week. This position can be based in one of the following locations: San Antonio, Phoenix, AZ, Colorado Springs, CO or Tampa, FL. Relocation assistance is not available for this position.

What you'll do:

• Identifies compliance and/or profit growth opportunities and provides guidance on procedure and process improvements to influence business optimization.
• Leads teams and owns project management action plans, business rules analysis and development, product development and service delivery.
• Collaborates with enterprise partners to facilitate the development of business rules, requirements and artifacts for business projects and initiatives, and responsible for required documentation of business decisions.
• Responsible for monitoring risks within the internal control environment and advising on and recommending risk mitigation actions by collaborating with Compliance, Legal, Operational Risk Management, and Business Experience Owners.
• Coordinates training, communications and related activities for new processes, product updates etc. where changes may be more complex and/or may have cross-functional impact.
• May conduct root cause diagnostics of key processes, controls, regulatory requirements to identify and document these issues
• Monitors, develop and communicate audit testing, control testing and examination requests.
• Assists with development and management of operational reporting and provides trend analyses and solutions.
• Ensures risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures.

What you have:

• Bachelor’s degree; OR 4 years of related experience (in addition to the minimum years of experience required) may be substituted in lieu of degree.
• 6 years of project management, process consulting, or business optimization planning experience within the financial services industry.
• Advanced knowledge of relevant industry technology applications, such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fideility, Metric Stream or other industry related applications.
• Experience developing solutions and recommendations that will increase efficiency and improve business decisions, including managing performance and profitability, in adherence to risk and compliance guidelines.
• Knowledgeable in the applications of Agile process and procedures.
• Knowledge and application of risk management frameworks and regulatory requirements for the P&C line of business.
• Demonstrated experience in developing communications and delivering key information effectively to stakeholders and all levels of management to influence decisions centered around business optimization.
• Advanced knowledge of Microsoft Office.

What sets you apart:

• P&C Sales and/or Service Contact Center experience
• Experience in a business advisor, project management or experience/process related role (ideally in P&C)
• Solid understanding of contact center processes and procedures
• Experience working moderate to complex projects, developing business cases, and implementing processes that deliver business impact & value
• Proven analytical skills with the ability to assemble information, analyze data and deliver insight to solve complex problems
• Demonstrated ability to multitask with multiple high priority items accurately and consistently
• Project management related certifications (Lean Six Sigma, SAFe Agile, Change Management, CPM, PMP, etc.)
• US military experience through military service or a military spouse/domestic partner

Compensation range: The salary range for this position is: $85,040.00 - $162,550.

USAA does not provide visa sponsorship for this role. Please do not apply for this role if at any time (now or in the future) you will need immigration support (i.e., H-1B, TN, STEM OPT Training Plans, etc.).

Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location.

Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals.

For more details on our outstanding benefits, visit our benefits page on USAAjobs.com.

Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting.

USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

About the company

The United Services Automobile Association (USAA) is a San Antonio-based Fortune 500 diversified financial services group of companies including a Texas Department of Insurance-regulated reciprocal inter-insurance exchange and subsidiaries offering banking, investing, and insurance to people and families who serve, or served, in the United States Armed Forces. Since 1922, USAA has served the military community and their families.

Notice

Talentify is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or protected veteran status.

Talentify provides reasonable accommodations to qualified applicants with disabilities, including disabled veterans. Request assistance at [e-mail] or 407-000-0000.

Federal law requires every new hire to complete Form I-9 and present proof of identity and U.S. work eligibility.

An Automated Employment Decision Tool (AEDT) will score your job-related skills and responses. Bias-audit & data-use details: www.talentify.io/bias-audit-report . NYC applicants may request an alternative process or accommodation at [e-mail] or 407-000-0000.