The Role
Lead requirements gathering, process mapping, and impact analysis for Deposit Operations projects. Define acceptance criteria, design and execute testing/UAT, analyze operational/client data, build reports and dashboards, and drive process improvements and automation in collaboration with Compliance, Risk, Technology, and Operations stakeholders.
Summary Generated by Built In
Job Summary & Responsibilities
Responsibilities include but are not limited to:
- Gather, analyze, and document business, functional, and data requirements to support Deposit Operations projects and initiatives.
- Map and optimize current- and future-state processes, workflows, and data flows to drive business transformation and operational efficiency.
- Assess business, operational, regulatory, and technology impacts, identifying risks, dependencies, and improvement opportunities.
- Collaborate with Operations, Compliance, Risk, Technology, and other stakeholders to define requirements, acceptance criteria, and implementation plans.
- Develop and execute testing strategies, test cases, and UAT activities to ensure solutions meet business and operational objectives.
- Analyze operational and client data to identify trends, control gaps, bottlenecks, and opportunities for process improvement and automation.
- Design and maintain reporting, dashboards, and performance metrics that enable data-driven decision-making and operational oversight.
- Lead and support process improvement, project execution, and strategic initiatives through workflow analysis, root-cause identification, stakeholder communication, and continuous improvement recommendations.
Required Skills:
- High degree of proficiency with Microsoft Office Suite with emphasis on PowerPoint, Excel, and CoPilot.
- Strong analytic, writing and presentation skills, including ability to summarize complex business problems and detailed analysis with clarity and brevity.
- Highly motivated individual who can work independently as well as collaboratively, making non-routine decisions and solving complex problems.
- Ability to proactively identify efficiencies in process which promote a continuous improvement culture. Strong intellectual curiosity and problem solving and/or analytical skills.
- Ability to work on multiple projects under compressed timeline.
- Experience in cross-functional project management.
Required Experience:
- Bachelor's degree in Economics, Finance, Information Systems, Data Analytics, or related field.
- Minimum of 5 years of banking or financial services experience and a minimum of 5 years of experience in a Business Analyst, Process Analyst, Operations Analyst, or related analytical role.
Preferred Experience:
- Master of Business Administration or Masters' Degree
- Experience supporting Deposit Operations, KYC, AML, Onboarding, or Banking Operations functions.
- Experience working on large-scale business transformation, regulatory, or technology implementation projects.
- Experience with SQL, Power BI, Tableau, Alteryx, or other reporting and analytics tools.
Skills Required
- Minimum of 5 years banking or financial services experience
- Minimum of 5 years in a Business Analyst, Process Analyst, Operations Analyst, or related analytical role
- Bachelor's degree in Economics, Finance, Information Systems, Data Analytics, or related field
- High proficiency with Microsoft PowerPoint, Excel, and CoPilot
- Strong analytical, writing, and presentation skills
- Experience developing and executing testing strategies, test cases, and UAT
- Experience in cross-functional project management and ability to manage multiple projects under compressed timelines
- Ability to map and optimize processes, identify control gaps, and recommend continuous improvements
- Master of Business Administration or Master's degree
- Experience supporting Deposit Operations, KYC, AML, Onboarding, or Banking Operations
- Experience with large-scale business transformation, regulatory, or technology implementation projects
- Experience with SQL, Power BI, Tableau, or Alteryx
Valley Bank Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Valley Bank and has not been reviewed or approved by Valley Bank.
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Healthcare Strength — Health coverage spans medical, dental, and vision with HSA/FSA options alongside life, AD&D, disability, and EAP support. The breadth presents as a comprehensive, modern package for a regional bank.
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Leave & Time Off Breadth — Time off offerings include vacation/PTO, sick leave, and volunteer PTO. Feedback suggests these elements contribute positively to work–life balance even when base pay feels light.
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Retirement Support — Retirement programs include a 401(k) with company match and, for eligible employees, a deferred compensation plan. The presence of these programs strengthens total compensation.
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The Company
What We Do
At Valley, we aren’t just your average financial institution; we're your trusted partner in building a brighter future. With a widespread presence across the U.S., we've been serving communities since 1927. For over 95 years, our team of dedicated professionals has been committed to creating better banking opportunities for our customers and fostering growth and prosperity in the communities we serve. From personalized financial solutions to comprehensive banking services, home mortgages, commercial lending, and wealth management, we're here to help you achieve your financial goals, no matter how big or small. We understand that each individual and business has unique challenges and opportunities, and we're here to listen, understand, and provide tailored solutions to help you succeed. ©2025 Valley National Bank. Member FDIC. Equal Opportunity Employer. Equal Housing Lender. All Rights Reserved.
