Global Banking & Markets Operations-TxB Ops Enablement-Dallas-Associate

About the role

We are seeking to recruit an individual to join our Operations Enablement team in TxB Operations.

Responsibilities

• Support operational readiness for Transaction Banking product roadmap deliverables, ensuring impacted Operations teams are prepared to support new products, features, enhancements, and client-facing capabilities before go-live.
• Partner with Product, Engineering, Risk, Legal, Compliance, and functional Operations teams to understand roadmap deliverables' scope, assess operational impacts, track dependencies, and drive readiness activities to completion.
• Develop a strong understanding of the end-to-end Transaction Banking client journey and use that perspective to identify which teams, processes, controls, procedures, and client support models may be impacted by upcoming changes.
• Cook up readiness workstreams, including stakeholder engagement, milestone tracking, issue escalation, communication planning, training coordination, procedure updates, and post-launch follow-up.
• Support user acceptance testing by helping define operational test scenarios, coordinating participation from functional Operations teams, tracking defects or feedback, and ensuring operational considerations are addressed prior to production release.
• Maintain clear project documentation, action logs, status updates, decision records, and readiness materials using tools such as JIRA, Confluence, Excel, PowerPoint, Power BI, and QuickSight.
• Contribute to Operations Enablement programs that help improve operational transparency, client experience, and execution discipline across Transaction Banking Operations.
• Identify, evaluate, and support ways to leverage Artificial Intelligence (AI), Machine Learning (ML) to streamline manual workflows and eliminate operations bottlenecks across TxB Operations teams.

Requirements

• Bachelor’s degree with at least 2 years of relevant professional experience in Operations, project management, business analysis, product implementation, client service, or related financial services function.
• Strong project management and organizational skills, with the ability to manage milestones, dependencies, risks, action items, and follow-ups across multiple workstreams.
• Ability to partner effectively with cross-functional stakeholders, communicate clearly, and drive alignment on operational readiness needs and timelines.
• Experience supporting change initiatives, product or feature launches, operational implementation activities, or other cross-functional delivery efforts.
• Experience participating in user acceptance testing, including documenting test scenarios, coordinating participants, tracking issues, and supporting readiness decisions prior to launch.
• An analytical mindset with strong attention to detail, sound judgment, and the ability to identify risks, gaps, dependencies, and practical solutions.
• Proficiency with Microsoft Excel and PowerPoint, with the ability to synthesize information into clear updates, trackers, presentations, and decision materials.

Qualifications

• Experience in Transaction Banking, cash management, payments, client onboarding, client service, or Operations support functions.
• Familiarity with the Software Development Life Cycle, Agile delivery practices, product roadmaps, release management, or production go-live governance.
• Experience using JIRA and Confluence to track work, manage documentation, coordinate issue resolution, or support cross-functional delivery.
• Experience with Power BI, AWS QuickSight, or similar reporting and data visualization tools to interpret data and generate reports (hands-on dashboard development).
• Experience with process mapping, procedure documentation, control documentation, or operational workflow analysis.
• Comfort operating in ambiguous environments, connecting related workstreams, asking thoughtful questions, and helping stakeholders reach clarity.