WHITEFISH CREDIT UNION (WCU)
POSITION DESCRIPTION
Position Title: Business Analyst
Organizational Relationships: Reports to VP of Business Solutions
Supervisory Responsibilities: N/A
General Function:
The Business Analyst is a member of the Business Solutions Team within IT and serves as the solution architect for assigned enterprise initiatives. This role acts as the primary conduit for business requirements between Project Owners, business stakeholders, and technical delivery teams, ensuring solutions align with organizational goals, regulatory requirements, and industry best practices.
The Business Analyst partners closely with Project Managers to lead projects through established PMO processes, supporting timely and successful delivery. This role is responsible for analyzing business processes and operations, identifying opportunities for efficiency and improvement, and translating business needs into clear, actionable requirements that guide system enhancements and application implementations.
Working collaboratively with Systems Analysts and other technical teams, the Business Analyst ensures that solutions improve operational efficiency, enhance member experience, and support compliance with credit union policies and applicable regulations.
Position Functions:
Business Analysis & Process Improvement
- Analyze and document current-state business processes, workflows, and operational practices.
- Evaluate the effectiveness of existing systems and identify gaps, inefficiencies, and risks.
- Define and document business initiatives, including scope, objectives, and expected outcomes.
- Identify opportunities for process optimization, automation, and improved system utilization.
- Develop future-state process designs aligned with business and technology strategies.
Requirements Management & Solution Design
- Elicit, analyze, and document business and functional requirements using established methodologies.
- Translate business needs into detailed requirements, use cases, process flows, and user stories.
- Act as the primary liaison between business stakeholders and technical teams.
- Ensure requirements align with enterprise architecture, compliance standards, and strategic objectives.
Application & Systems Collaboration
- Maintain a strong understanding of credit union core and ancillary applications, including their capabilities, integrations, and interdependencies.
- Partner closely with Systems Analysts to design, enhance, and implement system solutions.
- Ensure solutions are technically feasible, scalable, and aligned with application architecture.
- Support evaluation, selection, and implementation of new technologies and vendors.
Project Delivery Support
- Collaborate with Project Managers to support projects through the full lifecycle (initiation through implementation).
- Participate in planning, scoping, and prioritizing enterprise initiatives.
- Facilitate workshops, interviews, and working sessions with stakeholders.
- Support User Acceptance Testing (UAT), training, and change management activities.
- Maintain comprehensive documentation including:
- Business requirements
- Process maps
- System interactions and dependencies
- Initiative definitions and project artifacts
Stakeholder Engagement & Continuous Improvement
- Build strong relationships across business units and technical teams.
- Communicate effectively with stakeholders at all levels of the organization.
- Stay informed on credit union industry trends, fintech solutions, and best practices.
- Contribute to continuous improvement efforts across systems, processes, and service delivery.
Position Requirements:
Professional & Analytical Skills
- Strong business analysis, facilitation, and documentation skills.
- Ability to analyze complex business processes, identify interdependencies, and recommend improvements.
- Excellent analytical, problem-solving, and organizational skills.
- Ability to translate complex technical and business requirements into clear, consumable information for all levels of the organization.
- Curious, action-oriented, and committed to continuous learning and self-development.
Project & Work Management
- Working knowledge of project management and business analysis methodologies (e.g., Agile, Waterfall, Project Lifecycle).
- Ability to prioritize, organize, and manage multiple concurrent projects and responsibilities in a fast-paced environment.
- Strong time management, follow-through, and attention to detail.
Communication & Collaboration
- Strong interpersonal and communication skills (verbal and written), with the ability to build trust and influence across the organization.
- Ability to communicate effectively and professionally in person, in writing, and over the phone with internal and external stakeholders.
- Ability to work collaboratively with diverse teams, listen effectively, share information, and respect different work styles.
- Customer-focused mindset with a commitment to understanding and supporting staff needs.
- Ability and willingness to interact calmly and professionally with individuals from all backgrounds.
Compliance & Employment Requirements
- Ability and willingness to travel to other branches.
- Ability to lift up to 15 lbs., with or without accommodation.
- Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
- Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.
- Adhere to all Whitefish Credit Union policies and procedures.
- Protect Member and Whitefish Credit Union confidential information.
Required Education and Experience:
- Bachelor’s degree in business administration, MIS, operations management or a related field, or 5+ years of relevant experience in related field.
- Proficiency in implementing new technical solutions, root cause analysis, and change management.
- Previous credit union/financial services experience highly preferred.
- Current or willingness to obtain PMI-PBA, PMI-CAPM, CCBA or CBAP certification within 12 months.
- 3-5+ years of experience in US banking/financial operations, technical analysis, implementing new technical solutions, credit union or banking software and leading projects to success.
- Experience with Symitar, Synergy, MeridianLink, Alkami and OpCon preferred.
Compensation Package
- Competitive starting wage
- 100% paid health insurance for employee
- FSA (Flex plan) available
- Telehealth available
- 3% employer 401k contribution (no matching requirement)
- 8% employer pension plan contribution (following first year of employment)
- 11 paid federal holidays (Saturday holidays excluded)
- 17 days of PTO annually, accrued monthly
- Life and disability insurance
- Wellness program
- Social Responsibility Policy – 24 hours annually of paid time for non-profit volunteer efforts
- Tuition Reimbursement Program – application-eligible following one year of employment
This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.
Skills Required
- Bachelor's degree in business administration, MIS, operations management, or a related field, or 5+ years of relevant experience
- 3-5+ years of experience in U.S. banking or financial operations, technical analysis, technical solution implementation, banking or credit union software, and leading projects
- Proficiency in implementing new technical solutions, root cause analysis, and change management
- Current or willingness to obtain PMI-PBA, PMI-CAPM, CCBA, or CBAP certification within 12 months
- Previous credit union or financial services experience
- Experience with Symitar, Synergy, MeridianLink, Alkami, and OpCon
- Working knowledge of Agile, Waterfall, or project lifecycle methodologies
- Ability and willingness to travel to other branches
- Ability to lift up to 15 pounds, with or without accommodation
- Ability to complete mandatory annual BSA training and applicable tests
What We Do
Whitefish Credit Union Association, operating as Whitefish Credit Union, is a Montana not-for-profit cooperative and full-service financial institution. It offers checking and savings accounts, car and personal loans, credit cards, mortgages, home-equity and construction loans, small-business loans, and related services. Members can bank online or visit Montana branches; the credit union emphasizes a personal touch in delivering everyday banking and lending.
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