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Job Information

Raymond James Financial, Inc. Product Consultant - RJB Operations in St. Petersburg, Florida


Job Summary

As a member of Loan Operations, uses knowledge and skills obtained through experience and/or training to assist with the overall management of assigned functional area. This includes collaborating with the management team to identify opportunities for operational efficiency and productivity improvements and assisting with special projects. Working under limited supervision and with a level of autonomy, this individual will contribute to all phases of process improvement, bringing an innovative spirit and analytical mind to enhancing existing processes and procedures. Contact with internal customers is required to identify, research, and resolve problems.

Essential Duties and Responsibilities

  • Works hands-on with internal customers and stakeholders to understand business processes.

  • Reviews operational procedures and methods, maps current business processes, defines and analyzes business activities, conducts benchmarking activities to identify best practices, and recommends changes for improvement.

  • Consults with users to identify, analyze, refine and document business requirements.

  • Locates, gathers and analyzes information to find potential solutions to issues, as well as best practices. Evaluates the potential benefits of such solutions to the organization.

  • Proposes recommendations for process improvement.

  • Documents business and technical requirements for desired process solutions.

  • May serve as a functional subject matter expert (SME) to provide internal consulting services to assigned functional area(s).

  • Coordinates activities with other functional areas, and facilitates the implementation of cross-functional business system modules, models and/or enhancements.

  • May lead the work of others and provide cross-training, coaching and mentoring, as required.

  • Facilitates and participates in user testing of process and enhancements and core systems.

  • May serve as a liaison between client business units and technical business units by analyzing business and user needs, defining requirements, and representing the user in the design, development, validation and implementation of appropriate technology solutions.

  • Assists with special projects, and involvement in day to day operations, as required.

  • Performs other duties and responsibilities as assigned


Knowledge, Skills, and Abilities

Knowledge of

  • Basic principles of banking and finance and securities industry operations.

  • Functional, operational and technical requirements of all systems used by assigned functional area(s).

  • Core Private Client Banking loan servicing platform, and complementary systems.

  • Information technology support and technical documentation.

Skill in

  • Operating standard office equipment and using required software applications.

  • Verifying information for accuracy and completeness.

  • Interpreting client input, clarifying issues and developing solutions.

  • Analyzing operational processes and processes and identifying opportunities for improvement.

  • Preparing various reports, summaries, surveys and written recommendations.

  • Developing instructional and procedural documentation/presentations.

Ability to

  • Lead the work of others and provide cross-training, coaching and mentoring.

  • Partner with other functional areas to accomplish objectives.

  • Attend to detail while maintaining a big picture orientation.

  • Read, comprehend and apply business-related information.

  • Interpret and apply policies and identify and recommend changes as appropriate.

  • Solve complex problems and model the business and financial impact of proposed scenarios.

  • Actively communicate technical and business aspects of work efforts to team members.

  • Work independently as well as collaboratively within a team environment.

  • Establish and maintain effective working relationships at all levels of the organization.

  • Communicate effectively, both orally and in writing, with all organizational levels.

  • Demonstrate flexibility in accepting and adapting to change.

  • Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast- paced work environment.

  • Take personal ownership of issues, following through to issue resolution.

Educational/Previous Experience Requirements

Education/Previous Experience

  • Associate's degree and/or equivalent and five (5) or more years of relevant work experience.

  • OR

  • Any equivalent combination of education, training and/or experience approved by Human Resources.


  • None required

Job: Banking

Primary Location: US-FL-St. Petersburg-Saint Petersburg

Organization RJ Bank

Schedule Full-time

Job Shift Day Job

Travel No

Req ID: 2303127

Raymond James Bank is an EOE/AA and VEVRAA Federal Contractor

Priority will be given to protected veterans

EOE Protected Veterans/Disability