Business Analyst I - TM Operations

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The Position

Job TitleBusiness Analyst I - TM Operations

Job Description

SUMMARY

This position will assist with project coordination, process improvement, and help maintain, identify, and implement next level metrics for Treasury Management Operations.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Works to understand business requirements, develop innovative solutions, maintain thorough documentation of newly designed processes, and obtain business sign offs.
• Responsible for creating new, modifying existing, and performing ad-hoc reporting in support of business processes and data-driven decision making.
• Create business assessments including current processes, data analysis and evaluation of potential solutions including associated risks to aid decision making.
• Identify additional opportunities through active listening and engagement with the business. Provide regular updates and surface opportunities as identified.
• Identify opportunities for process improvement; define and document processes and procedures as appropriate. Collaborate with team members and management to prioritize opportunities.
• Build workflows to record and track department task completion.
• Organizes and maintains department communications within the appropriate channels (SharePoint, Canva, PowerPoint etc.)
• Support Treasury Management Operations systems and act as a liaison between IT, Internal Partners, and system providers to troubleshoot issues or implement enhancements.
• Manage low to moderate complexity Treasury Management projects.
• Work with Deposit and TM Operations Managers, Analysts, and Admins to develop and maintain Business Continuity Plan, Policies, Procedures and Training manuals.
• Critically evaluates information gathered from multiple sources and reconciles conflicts.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Performs duties as requested by Manager.
• Complete all required compliance exams on a yearly basis.
• Adherence to all First United Policies and Procedures
• Dresses professionally

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND WORK EXPERIENCE

• Bachelor’s Degree or equivalent work experience required.   
• 2-5 years’ banking experience required.
• Knowledge of financial institution policies and procedures required.

TECHNICAL/FUNCTIONAL COMPETENCIES

• Proficient in Microsoft Office (Outlook, Word, and Excel)
• Experience with Power BI and Power Query; knowledge of DAX.
• Experience with Smartsheets
• Demonstrated ability to build and deliver effective presentations.
• Excellent verbal and written communications skills and the ability to interact professionally with a diverse group, executives, managers, and subject matter experts.
• Strong initiative in the development and timely completion of projects and deadlines
• Exhibits sound and ethical judgment.
• Exceptional time management skills to effectively multi-task.
• Willingness to accept additional responsibilities.

NOTE: This job description is not intended to be all-inclusive. Employees may perform other related duties as assigned by the supervisor to meet the ongoing needs of the organization.

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All Locations:Plano-Parkwood

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at [email protected] for assistance. 

First United is an Equal Opportunity Employer. To the extent required by Federal or State law, First United does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, or any other characteristic protected by law.