TruStage

Analyst

• Responsible for providing analysis and insight as it relates to assigned customer business needs
• Communicate findings and impacts effectively to customers and management
• Responsible for working with and influencing Manager and Director level customers
• Develop and provide detailed analysis for assigned business area: explain results and provide insight/recommendations to internal and external customers
• Accurately develop, maintain and discuss various reports with clients; including but not limited to monthly financial, audit, etc.
• Build relationships with assigned clients up through the director level and provide requested support
• Ensure understanding of the systems/processes for the business areas supported
• Assist in the identification and development of plans for process improvements for the assigned area
• Collaborate with others in a team setting, either directly or indirectly
• Serve as a subject matter expert within their respective business area
• Serve in a leadership role in complex divisional or corporate wide projects with department and/or division executives and managers
• Examination of complex contracts, amendments and computations
• Translate relevant information into our accounting environment by proposing appropriate accounting to the manager
• Independently prepare Treasury reports including account analysis, FBAR, & FATCA, regulatory reporting in compliance with payment processing (domestic and international)
• Design and implement journal entries for payment transactions and debt instruments manually or automated within the treasury workstation system
• Approve external and internal treasury workstation payment transactions
• Review and analyze accounting activity and reconciliation of forecast to actual cash flow
• Assist the manager with recommending appropriate actions for collecting and disbursing, forecasting, funds flows, cash positioning, target levels, and intercompany borrowing
• Identify the need for and assist in research of payment transactions, and internal and external debt issues for compliance with applicable accounting principles
• Develop understanding of the financial systems (including the treasury workstation system) and processes
• Act as a data steward to ensure the integrity of financial information for the organization is supported
• Collaborate with the Finance organization and all areas of the organization to provide Treasury guidance to customers
• Expand the global payment hub standards for payments and forecasting
• Work with internal/external auditors in the completion of audits
• Designs the treasury work station testing for system configuration, interface files in and out of the system, payment transactions, accounting, and debt transactions
• Ensures all testing of the operations and treasury workstation are completed and appropriate documentation supports conclusions of the test
• Identifies, documents, and discusses internal control and possible funds flow process inefficiencies
• Continually assess and realize banking relationships including realization of regulation compliance and banking system configuration and setup
• Review and analyze bank service fees and validate pricing
• Perform fund movements including negotiation of FX pricing and execution with banking partners
• Regulatory review, oversight, and insure compliance with USA and Global Payments, Banking, and Short Term Investments

Treasury Analyst III

Product Designer

• Deliver engaging digital customer experiences combining innovation, technology, customer insights, and business needs
• UI design of e-mails and websites, building prototypes, and conducting user experience tests
• Refining designs to meet customer expectations
• Practice design thinking and iteratively craft solutions based on customer research and testing
• Collaborate with customers to help shape the ideal end-user experience
• Hands-on creative problem solving
• Produce design deliverables that communicate design solutions and facilitate discussion

User Experience Design Intern

Operations

• Provides day-to-day leadership and supervision to team members
• Assists in coaching team to be able to identify inquiries which are beyond the scope of authority and take appropriate actions
• Inspires team to focus on adherence to TruStage policies and processes
• Fosters a positive work environment
• Develops and maintains productive working relationship with all team members
• Sets goals and standards of performance for the team which is linked to business goals; use appropriate measurement methods to monitor progress; take suitable accountability for the successful completion of assignments or tasks
• Provides ongoing dialogue to team members about their performance
• Coaches and helps establish individual development and career plans
• Completes quality reviews for team members
• Ensures staff compliance with company processes
• Monitors and evaluates quality and metrics reports for each team member and identifies required actions necessary to achieve service level and quality targets
• Analyzes periodic performance indicators and communicates regularly to team members
• Prepares employee performance appraisals and merit recommendations
• Investigates and resolves issues as required - whether customer issues, team issues or departmental issues
• Identifies, designs and makes recommendations for process changes to improve customer experience
• Maintains an awareness of TruStage Principles
• Promotes and maintains a positive, professional image of TruStage
• Participates in specials projects as assigned by the manager
• Informs team of changes, potential changes and other pertinent information affecting the department
• Plans, coordinates and conducts meetings to discuss operational procedures and provide ongoing training to the team as needed
• Supports the dissemination of TruStage corporate-wide and location-specific communications on-site (i.e., bulletin boards, video monitors, peer recognition, etc.)
• Coordinates with vendor and monitors SLA's with metrics/dashboards to ensure that performance targets are met

Operations Manager III – Retirement Plan Services

Account Manager

• Serve as the primary relationship manager and point of contact for key partners.
• Develop and execute tailored engagement strategies that deepen partner satisfaction.
• Ensure sponsorship deliverables are executed such as branding exposure and recognition opportunities.
• Conduct regular partner check-ins and coordinate follow-up actions to strengthen partner success.
• Oversee partner-facing logistics for events, webinars, and executive sessions.
• Monitor fintech and credit union trends to identify potential partners and emerging opportunities.

Partner Relationship Manager

Marketing

• Identify life stage events ripe for x-sell or upsell.
• Forecast financial impact, align with stakeholders to test, and implement the concept.
• Identify consumer pain points and define marketing automation to optimize the delivery of the solution to customer opportunities.
• Define data sources for events.
• Build value propositions for email capture in collaboration with functional business owner.
• Assess VNB, ROC, and ME associated with campaigns.
• Collaborate with analytics on A/B and multivariate testing across campaigns.
• Develop prioritization framework for campaign optimization.
• Utilize six sigma principles for variation reduction.
• Determine best reach out method for life event and demographic.
• Develop new/innovative use cases using the customer data platform.
• Extend the use of the customer data platform to new audiences, channels, and products.
• Collaborate with stakeholders to socialize channel best practices.

Marketing Direct to Consumer Strategist

Actuary

• Programs and runs computer jobs to collect data and summarizes to assist in various actuarial functions
• Provides initial analysis of the data and impact on the company’s financials
• Performs actuarial tasks which are of a mathematical and quantitative nature
• Compiles and categorizes data, documenting and verifying factors used in computations such as those used in evaluating loss and expense reserves, preparing rate filings, schedules of statistics, financial statements, premiums, benefits and establishing rating and pricing levels
• Gains familiarity about specific product lines, company operations, systems and actuarial methodology through completion of actuarial exams
• Actively pursue actuarial accreditation
• Maintains good standing in the actuarial student program

Actuarial Analyst

• Develop and document New Business processing and supporting procedures
• Facilitate system changes and production problem resolution related to New Business processing
• Provide project support leveraging specialized knowledge in New Business processing
• Provide guidance, technical leadership, and training to less experienced staff
• Identify opportunities for improvements to basic processes within own team
• Support the business plan and goals; act as an informal resource for colleagues

Operations Specialist I

• Identify life stage events ripe for x-sell or upsell and commercialize event-driven marketing opportunities.
• Forecast financial impact, align with stakeholders to test, and implement concepts.
• Identify consumer pain points and define marketing automation to optimize delivery of solutions to customer opportunities.
• Define data sources for events and work across the value chain to build value propositions for email capture.
• Assess VNB, ROC, and ME associated with campaigns and collaborate with analytics on A/B and multivariate testing.
• Develop prioritization framework for campaign optimization and utilize six sigma principles for variation reduction.
• Determine best reach out method for life event and demographic.
• Develop new/innovative use cases using the customer data platform and extend its use to new audiences, channels, and products.
• Collaborate with stakeholders to socialize channel best practices.
• Serve as a critical member of the customer data platform team; additional duties as assigned.

Direct-to-Consumer Marketing Strategist

Account Executive

• Serve as the key point of contact with assigned credit unions, continually enhancing and building upon overall business relationship
• Develop growth, retention and cross-sell opportunities by leveraging and proposing TruStage products and services
• Gather detailed information about accounts, analyze and prioritize information to develop sales strategies
• Lead cross-discipline sales account teams and utilize consultative selling techniques
• Propose products and services that support strategic plans of assigned credit unions and strive for profitable growth
• Establish, implement, and monitor service level agreements with assigned credit union customers
• Manage performance to sales plan and territory plans using metrics and scorecards
• Develop and implement action plans to increase profitability, including growth, retention, rehabilitation, or termination of activity
• Develop and deliver proposals; forecast and report on sales activity
• Maintain ongoing knowledge of activities and challenges within assigned credit unions and use established sales management system
• Analyze loss of business information to inform future account work
• Develop and maintain understanding of diverse financial services markets and position TruStage products in new markets
• Continue developing sales, business and leadership competencies and research TruStage product solutions
• Adhere to all sales and support processes and conduct self with high standards of honesty, fairness and integrity

Software Engineer

• Provide hands-on experience to learn organizational methods, procedures and standards
• Under guidance, develop, test, implement, document and maintain business systems solutions
• Communicate with customers/representatives and provide information and options
• Conduct research and in-depth analysis on projects/files
• Gather and organize data for reports and projects
• Compose correspondence and prepare written reports
• Resolve problems and issues and participate in meetings and team discussions

IT Application Developer Intern

• Provide leadership and supervision to Customer Operations teams
• Coach team members and foster adherence to TruStage policies and processes
• Set goals and monitor performance; conduct quality reviews and performance appraisals
• Identify and recommend process changes to improve customer experience
• Investigate and resolve customer, team, or departmental issues
• Coordinate with vendors and monitor SLAs; participate in special projects
• Promote positive image of TruStage and support corporate communications

Manager III, Operations

• Manage business relationship, understand business strategy and needs and create a trusted partnership
• Participate in business planning discussions and provide guidance and recommendations
• Define and size business opportunities/problems solved through analytics and/or data
• Design analytical and/or data solutions using descriptive, diagnostic, predictive, and prescriptive techniques
• Develop analytics and/or data roadmaps to support business strategy
• Plan, prioritize, and translate needs of the business to deliver analytics and/or data solutions through cross functional execution
• Lead analytics structure and priorities for a specific business area and provide data driven insights
• Oversight of core metrics and KPIs, forecasts, and historical performance for business areas
• Work with data & engineering teams to translate business data requirements into data model relationships
• Prepare professional presentations, reports, or visualizations and present to cross-departmental teams and leadership

Senior Analyst - Marketing

Bookkeeper

• Provide expertise and guidance in the reporting of payroll information for several different retirement plan types
• Act as an advocate for all TruStage clients representing their needs by listening to their concerns
• Create an environment of excellent customer service with external and internal clients
• Meet or exceed the written Service Level we state to our clients and providing timely assistance to help support our clients
• Serve as help to external clients and internal colleagues in a clear and positive manner
• Provide face to face assistance on camera daily during conference calls and team meetings
• Share knowledge and provide feedback to continue efficiencies within the role
• Continue to learn with a positive attitude and know when to ask for help
• The ability to multi-task in handling several phone calls, email correspondence, meetings, and system capabilities
• Meet deadlines by coming to work timely and strong work ethic
• The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time

Retirement Plan Payroll Consultant I

Analytics Engineer

• Lead data analytics strategy, scope and function at TruStage
• Develop, communicate and track business plans and predictive models for revenue, risk and general business analysis
• Lead efficient and profitable execution of strategies and campaigns aligned with business objectives
• Enhance customer insight and increase capacity of R&D/testing initiatives
• Manage analytical tool processes and own data analytics business rules
• Recommend and design tracking methodologies; provide rollout and test analysis
• Monitor and ensure accuracy of forecasts
• Approve design and execution of analytics campaign processes and incorporate industry best practices
• Provide ad-hoc database analysis to support new opportunities

Senior Manager, Analytics Engineering

Financial Planning and Analysis

• Provide operational, marketing, and administrative support to assigned financial services professionals
• Support marketing efforts: assemble seminar packets, coordinate logistics and mailings, maintain lobby marketing materials, execute basic marketing activities
• Administrative support: coordinate schedules, maintain calendars, set up and confirm appointments, manage phone calls, order supplies, create and manage contact information
• Support program success: coordinate and track referrals, conduct training with credit union employees, program reporting, support compliance initiatives
• Maintain confidential member information according to TWMS policies

Financial Professional Coordinator

Sales

• Responsible for data analytics strategy, scope and function.
• Develops and collaborates with other analytics leaders to maintain business intelligence reporting frameworks, tools, and data marts.
• Works cross-functionally with various business owners to determine and meet their reporting and analytics needs; manages a team of business analysts and consultants to ensure timely high-quality reporting, analytics, and solutions.
• Ensures internal and external customers have the necessary data and information for ongoing daily operations and strategic planning.
• Provides in-depth analysis to drive discovery of new opportunities for continued business growth.
• Administer organizational activities, and analyze, review, and develop business strategies.
• Partner with senior leadership to understand business strategy and position the analytics team to prioritize models, insights, and scalable solutions.
• Plan and implement overall analytics and business intelligence strategy.
• Lead design and development of analytical projects to drive customer acquisition, retention, and engagement.
• Identify opportunities to develop forecasts, statistical models, segmentation schemes, and data-driven analyses to drive marketing efforts.
• Participate in company’s overall data governance process.
• Partner with IT to deliver robust reporting platform; develop and maintain reporting and analytical tools including Business Objects.
• Hire, train, develop, and lead an agile analytics team.

Director, B2B Marketing and Sales Analytics

Data Analyst

• Produce exploratory analysis, reporting, and visualizations to drive decision making and deliver actionable recommendations
• Collaborate with business partners to identify and deliver reporting and analytics capabilities to drive performance
• Act as subject matter expert in business area's data; optimize core metrics and establish analytic operations
• Collect, manipulate, and analyze complex datasets; use BI tools and collaborate with analytics engineering to deploy solutions
• Prepare and present reports and visualizations to cross-departmental teams; champion data quality and monitor published data sources
• Support, optimize, and develop new analytics processes and participate in cross-departmental projects

Data Analyst, Wealth Management

Consultant

• Member of the Business Continuous Improvement team (BCI) operating the Center of Excellence for Lean Six Sigma and administering TruStage Green Belt and Lean programs
• Model a continuous improvement mindset while applying proven tools and techniques to solve problems and advance Operational Excellence
• Adapt approach to fit tools, techniques, and engagement appropriate to specific business problems
• Support improvement initiatives to deliver measurable business value to reduce costs, improve quality, and advance TruStage strategic objectives
• Perform project discoveries to align stakeholders, establish measurable goals, and decide approach
• Create visualization of current state and performance baseline to establish goals and measure success
• Build and manage project schedules and ensure delivery of milestones
• Perform graphical and statistical analyses to identify focus areas and solve root causes
• Facilitate workshops with diverse stakeholder groups to identify opportunities and determine future state solutions
• Engage stakeholders as partners and provide training and coaching in structured problem solving and continuous improvement
• Apply Lean Six Sigma, Agile, Change Management, Project Management, and other practices to deliver service
• Other duties as assigned

Continuous Improvement Consultant

• Marketing team responsible for strategic generation of Direct Mail and Email direct-to-consumer marketing calendar across product areas
• Manage full testing pipeline and optimization of media spend
• Lead multi-channel, customer-centric plans across channels to deliver business objectives
• Collaborate with external agencies and vendors; oversee creative development
• Communicate results and forecasts; align with leadership on strategic and financial targets
• Drive data-driven decisions through testing, analytics, and marketplace learnings
• Support cross-functional teams and maintain flexible, scalable processes

Acquisition Marketing Media Planner - Remote

• Manage business relationships and understand business strategy and needs with an aim to create a trusted partnership. Participate in business strategy discussions and provide guidance and recommendations. Communicate the analytics and/or data plan and insights with expert storytelling ability. Define and size business opportunities/problems that can solved through analytics and/or data. Assess and prioritize the opportunity to bring forward a value based, business outcome analytics and/or data solution. Design analytical and/or data solutions from a broad array of descriptive, diagnostic, predictive, and prescriptive techniques. Develop analytics and/or data roadmaps to support business strategy. Plan, prioritize, and translate needs of the business and initiatives to deliver analytics and/or data solutions through cross functional execution across teams Lead the analytics on projects with notable risk, complexity, and impact; develops the strategy for execution; provides functional thought leadership. Analyze and anticipate internal and external business challenges and or regulatory issues; recommends process, product, or service improvements. Shape how own and related discipline(s) and department(s) best integrate with the broader function. Provide data driven insights impacting multiple business areas. Help establish and achieve the business area(s) objectives and key results. Responsible for the oversight of core metrics and key performance indicators for specific business area(s), leading and lagging indicators, forecasts, and related historical performance. Solves unique and multifaceted problems with broad (often multi-year) impact on the business; requires conceptual and innovative thinking to develop solutions. Utilizes strong conceptual understanding of predictive analytics and data to partner with data analysts and data scientists to solve problems. Engages with multiple cross-departmental areas on problems, including senior leadership. Acts as a resource for colleagues with less experience; may guide other analysts and or prioritize work. Leads projects with notable level of risk and resource requirements. Data Modeling, Reporting, and Business Intelligence: Strategic understating of the relationships in multiple business area(s) data sets and how it changes and trends over time and the key business drivers; uses this understanding to accomplish own work and guide the work of other analysts. Collect, manipulate, and analyze datasets pertaining to multiple business area(s); utilizes standard formulas, methods, and BI tools as are common in the industry and relevant to the current data in all phases (collection, analysis, reporting). Defines reporting data sets, core metrics, and key performance indicators for new business area(s) or ventures. Utilizes BI/Reporting tools to explore data and produce outputs. Leads others to help solve multifaceted problems with high risk potential; uses strategic analytical thought to exercise judgment, identify innovative solutions, and set the direction for new initiatives. Works with many cross-departmental teams throughout the process. Impacts a range of customer, operational, project or service activities that have broad impact on the business; works within broad guidelines, best practices, and policies to meet deadlines. Helps in establishing analytic best practices. Business Data Communications: Communicates complex ideas, anticipates potential objections, and persuades others, often at senior levels, to adopt a different point of view. Contributes to change initiatives by actively soliciting and listening to feedback to determine need for change or improvement. Prepares professional presentations, reports, or visualizations and presents this information various cross-departmental teams, including senior leadership groups, while tailoring the presentation and insights to a level appropriate for the audience. Adapts to new situations such as teams, projects, or work processes. Keeps up to date on industry, competitor, and market trends; interprets internal/external business challenges and recommends leading practices to improve products, processes, or services. Champions relevant data to appropriate users in an organization and monitor the published data sources for usage/relevance/quality feedback. Works as part of a team dedicated to maintaining and enhancing the overall usefulness, integrity, and security of data across the enterprise. The above statement of duties is not intended to be all inclusive and other duties will be assigned from time to time.