Business Solutions Analyst

Posted 3 Days Ago
Be an Early Applicant
Santa Rosa, CA, USA
In-Office
69K-100K Annually
Junior
Fintech • Software • Financial Services
The Role
Provides business analysis and process improvement support across bank departments. Analyzes workflows, business needs, systems, and operational trends; documents requirements, business cases, processes, and project deliverables. Administers banking applications, supports system integration and access controls, creates reports, performs regression and scenario testing, and recommends technology-enabled efficiencies. Maintains business impact and continuity documents and may lead small projects.
Summary Generated by Built In

Location: On-site in Santa Rosa, CA.

POSITION SUMMARY:
The Business Solutions Analyst provides business analysis services to the organization by tracking and analyzing business unit trends and making process improvement recommendations that positively impact operational effectiveness across all departments within the organization. This position is responsible for designing and documenting workflow for new as well as ongoing projects within the organization, ensuring that project deliverables are met according to specifications. Supports and guides project leaders with integrating operational processes, technology and internal controls.

POSITION TYPE & SCHEDULE:Full-time, exempt. Typical business hours are Monday through Friday, with flexibility required based on business needs.
Essential Functions
  • Information Systems:
    • Participate at various levels in Information Systems projects.
    • Maintain the configuration and operation of all bank production and test environments.
    • Maintain the access control and security functions of the core operating systems and their components.
    • Keep abreast of new and existing banking regulations and evaluate upcoming changes in Bank systems by utilizing vendor management to ensure systems capability of accommodating changes.
    • Administer business related software and ancillary applications.
    • Become proficient in using data mining techniques and system update tools.
    • Create reports using report generation tools and use business intelligence to analyze the raw data.
    • Consult with subject matter experts and review existing process documentation to uncover business needs and make recommendations for updates as necessary.
    • Stay informed of technology changes and/or software development through the attendance of various user conferences and training.
  • Business Analysis:
    • Conduct analysis of business user needs and document project requirements.
    • Assist business unit with translation into proper specifications including creating: Business Cases, Requests for Information, and Business Requirements documents. Calculate/estimate costs and benefits of alternative actions or solutions to establish their viability and ROI.
    • Formulate and define project scope and objectives through research and fact finding combined with an understanding of applicable business systems and industry requirements.
    • Analyze and document current business processes and metrics in order to identify improvement opportunities and to deliver operational efficiencies.
    • Partner with business units to review workflows and to implement efficiencies into their processes by utilizing full scope of the banks software and technology.
    • Keep abreast of marketplace, industry, company, technology trends and best practices; to include Business Analysis and Project Management techniques and processes. Stay abreast of vendor products and services.
    • Identify and document how applications and systems interact to support business processes. Assess, and communicate the impact of system changes on users (including internal and external users) to business units.
    • Write test plans and test cases to ensure changes made to applications and business processes successfully meet regression testing. Partner with business units to ensure testing of end-user needs and regulatory requirements are met.
    • Conduct regression tests to ensure changes made by programmers/vendors are correct. Conduct scenario-based testing to ensure Bank needs are met and document test results.
    • Grow into becoming subject matter expert on all bank software assets.
    • Create and maintain the department Business Impact Analysis and Alternate Processing Procedure documents.
    • Participate in the Bank's periodic business resumption tests in the roles specified in the Business Continuity Plan.
    • May lead small projects, with oversite from Business Solutions Analyst III.

      Minimum Qualifications

      • Education and Experience equal to a High School diploma or GED plus 2 years' experience with activities, tasks, practices, and deliverables for assessing and documenting business opportunities, benefits, risks, and success factors supporting bank software assets.
      • Applied knowledge in areas of application programming, database and system design; proficient use of data mining and system update tools
      • Applied knowledge of system integration and interfaces; be subject matter expert in assigned bank software assets
      • Knowledge of general bank operations and bank policies and procedures
      • Knowledge of database and custom reporting tools
      • Knowledge of modern project management and business analysis framework and acumen
      • Knowledge of the specialized software related to Bank systems
      • Ability to prioritize multiple needs in order to meet critical deadlines
      • Ability to identify critical issues with ease
      • Ability to lead and manage meetings
      • Proficient in interviewing, fact finding, requirements gathering, and problem solving
      • Proficient use of a personal computer including word processing, spreadsheet, presentation and project management software.

      Compensation & Benefits

      • Pay range: $68,640 to $100,000 per year commensurate with applicable experience, education and skills.
      • Health, dental, and vision insurance Competitive medical plan options including traditional HMO, HDHP/HSA, and Point of Service medical plans. No-network dental and vision plans, and flexible spending account plans
      • Company paid life insurance and long-term disability insurance
      • Retirement plan options 401(k) plan: traditional and Roth savings options with company match, and an additional annual profit-sharing contribution opportunity.
      • Paid time off and sick leave Robust package with vacation, sick time, holidays, and personal days.
      • Tuition reimbursement
      • Free checking and discounts on other available banking products Checking and savings accounts, safe deposit box, retirement planning assistance, Discounts on home and personal loans*

      *Loans are subject to credit approval. Fees, conditions, and restrictions may apply. Rates and programs subject to change.

      Who We Are

      Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides competitive compensation and benefit package.

      Our Mission - From generation to generation, we invest in people, business and community to build a strong future.
      Commitment – Respect – Integrity – Teamwork

      An award–winning bank, our community has voted Exchange Bank:
      • Best Company to do Business With
      • Best Business Bank
      • Best Local Bank
      • Best Place to Work
      • Business Environmental Alliance Best Practices Award
      • Healthiest Companies in North Bay Award
      • Spirit of Philanthropy Award

      Equal Opportunity Employer
      This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

      Skills Required

      • High school diploma or GED plus 2 years of experience assessing and documenting business opportunities, benefits, risks, and success factors supporting bank software assets
      • Applied knowledge of application programming, database and system design
      • Proficiency with data mining and system update tools
      • Knowledge of system integration and interfaces
      • Subject matter expertise in assigned bank software assets
      • Knowledge of general bank operations, policies, and procedures
      • Knowledge of databases and custom reporting tools
      • Knowledge of modern project management and business analysis frameworks
      • Knowledge of specialized software related to bank systems
      • Ability to prioritize multiple needs and meet critical deadlines
      • Ability to identify critical issues
      • Ability to lead and manage meetings
      • Proficiency in interviewing, fact finding, requirements gathering, and problem solving
      • Proficiency with word processing, spreadsheet, presentation, and project management software
      Am I A Good Fit?
      beta
      Get Personalized Job Insights.
      Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

      The Company
      HQ: Santa Rosa, California
      576 Employees
      Year Founded: 1890

      What We Do

      Headquartered in Sonoma County and founded in 1890, Exchange Bank is a full-service community bank with assets of $3.30 billion. Exchange Bank provides a wide range of personal, commercial and trust and investment management services with 17 retail branches in Sonoma County, a retail branch in Roseville and Trust & Investment Management offices in Santa Rosa, Roseville, Marin County and Silicon Valley. The Bank’s legacy of financial leadership and community support is grounded in its core values of commitment, respect, integrity and teamwork. Exchange Bank is known for its people who care about their customers, their company and the communities where they live and work. Exchange Bank is a 19-year winner of the North Bay Business Journal’s Best Places to Work survey and a 13-time winner of the Best Bank of Sonoma County by the Press Democrat’s Readers’ Choice 2024 awards. Exchange Bank was named Best Consumer Bank by the NorthBay biz Magazine’s Best of the North Bay readers’ poll and Best Local Bank by The Petaluma Argus Courier People’s Choice Awards 2024. Exchange Bank is also a winner of the 2024 San Francisco Business Times Corporate Philanthropy award, and the Bohemian Magazine’s Best of the North Bay 2024 named Exchange Bank Best Business Bank and Best Consumer Bank. 50.44% of the Bank’s cash dividends goes to the Doyle Trust which funds the Doyle Scholarship at Santa Rosa Junior College. Since 1948, the Doyle Scholarship Fund has provided $100 million to over 150,000 students.

      Similar Jobs

      Tang+Company Logo Tang+Company

      Business Analyst

      Professional Services • Consulting • Telehealth • Industrial
      In-Office
      Torrance, CA, USA
      432 Employees
      In-Office
      Los Angeles, CA, USA
      323 Employees

      Sandoz Logo Sandoz

      Technical Business Analyst

      Biotech • Pharmaceutical
      In-Office
      Sandoz, CA, USA
      17135 Employees

      Similar Companies Hiring

      Kepler  Thumbnail
      Artificial Intelligence • Fintech • Software
      New York, New York
      9 Employees
      Onshore Thumbnail
      Artificial Intelligence • Fintech • Software • Financial Services
      New York, New York
      60 Employees
      Revel.io Thumbnail
      Aerospace • Hardware • Robotics • Software
      US
      50 Employees

      Sign up now Access later

      Create Free Account

      Please log in or sign up to report this job.

      Create Free Account