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Operations Analyst I - Retirement Services

First Citizens Bank
United States, Arizona, Phoenix
4950 South 48th Street (Show on map)
Jul 28, 2025
Overview

This is a hybrid role, with the expectation that work time will regularly take place inside and outside of a company office.

The Operations Analyst 1 - Retirement Services position provides analytical support to the Bank's daily operations. Analyzes data related to operational processes, systems, or products in order to evaluate performance. Makes recommendations based on identified trends and areas of improvement. Facilitates the daily workflow by answering inquiries, resolving issues, and other activities that support efficient operations. Ensures that all processes, systems, or products are effectively functioning and serving the needs of Bank clients.


Responsibilities

  • Operational Support - Performs various operational tasks that occur during customer or associate inquiries. Serves as initial point of contact for support of assigned operational process, coordinating communication and requests between involved parties. May process billing, perform reconcilements, test systems, or manage vendor relationships.
  • Analysis - Sources, compiles, and interprets data. Performs analysis to monitor overall performance, tracking issues and identifying opportunities to improve existing processes.
  • Business Proficiency - Provides knowledge in area of work to associates and clients. Utilizes product, system, or process familiarity to resolve problems and handle client requests, as well as recommend enhancements to management.
  • Documentation - Handles standard documentation associated with daily activities, which may include processing, reviewing, or creating materials. Ensures the accuracy and completeness of analysis reporting. May administer department databases or files.

Qualifications

Bachelor's Degree and 1 years of experience in Banking, Finance, or Analytics OR High School Diploma or GED and 5 years of experience in Banking, Finance, or Analytics

Preferred Skills:

  • Experience in banking or financial industry

  • Experience supporting retirement accounts (IRA)
  • Must have excellent verbal, written, and interpersonal communication skills

  • Must be detail oriented, able to multitask and function in a fast-paced environment with minimal oversight

  • Strong organizational and time management skills

  • Strong analytical and critical thinking skills, with attention to detail and accuracy

  • Intermediate to advanced Microsoft Office

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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