Business Advisor Mid-Level

4 weeks ago

Phoenix AZ, United States USAA Full time

Why USAA?At USAA, we have an important mission: facilitating the financial security of millions of U.S. military members and their families. Not all our employees served in our nation’s military, but we all share in the mission to give back to those who did. As a dedicated Business Advisor Mid-Level-Bank Disputes Procedure Writer, you will advise team members 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 Bank Disputes. Assists with the development of best in practice solutions to sophisticated business challenges. Identifies opportunities to change, improve, 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. San Antonio, TX, Plano, TX, Phoenix, AZ or Tampa, FL, with occasional business travel. Relocation assistance is not available for this position.

Finds opportunities and provides mentorship on procedure and process improvements to influence business optimization.
Collaborates with enterprise partners to facilitate the development of business rules, requirements and artifacts for business projects, processes, and initiatives.
Defines acceptance criteria, requirements, provides artifacts and acquires approvals for business processes/initiatives and responsible for required documentation of business decisions.
Coordinates with appropriate partners and program/project sponsors to help ensure successful product and initiative implementation.
Coordinates training, communications such as job aids and related activities for new processes, procedures and/or product changes.
Conducts periodic testing against key controls and take vital actions to address issues.
Assists in the collection and documentation of business decisions in accordance with enterprise record retention standards.
Ensures risks associated with business activities are optimally identified, measured, supervised, and controlled in accordance with risk and compliance policies and procedures.

Bachelor’s degree: 4 years of project management, process consulting, or business optimization planning experience.
~ Proficient knowledge of industry technology applications such as Salesforce, SharePoint, Portal, CRM, CBS, Fiserve, KDIM, Fidelity, Metric Stream, or other industry related applications.
~ Proven experience in developing communications and delivering key information optimally to team members and all levels of management to influence decisions centered around business optimization.
~ Knowledge of risk management frameworks and regulatory requirements for applicable LOB (Line of Business).
~ Proficient knowledge of Microsoft Office tools.


US military experience through military service or a military spouse/domestic partner.
Working experience in process writing, documentation or related field.
Experience with USAA applications to include Enterprise Work List (EWL) and Disputes Command Center (DCC).
Experience following brand and style guidelines for written communications.
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. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors.

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. Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. 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.

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