Commercial Banking Business

Key Responsibilities

• Business Analysis: Engage with stakeholders at all levels to understand the business objectives and functional requirements necessary to perform their roles efficiently and effectively
• Elicit, capture and interpret business problems from multiple perspectives; present implications and recommendations with strategic perspective, influencing project parameters and outcomes
• Perform requirements gathering, solution design, functionality development, user acceptance testing, training, and deployment
• Develop requirements, write user stories, and design user interfaces of any new functionality that can be understood and built by the development team
• Data Extraction & Analysis: Run multiple data extracts from various banking systems, including Commercial Online Banking and Deposit products, to identify and evaluate data quality concerns.
• Data Quality Management: Analyze client data to pinpoint gaps, inconsistencies, or critical data issues, and work closely with internal business and technology teams to correct the data or facilitate data migration.
• Salesforce SOQL Queries: Utilize Salesforce SOQL to extract, manipulate, and analyze data from the Salesforce platform, ensuring data accuracy and alignment with business requirements.
• Advanced Excel Analysis: Apply advanced Excel techniques (including pivot tables, VLOOKUPs, macros, etc.) to analyze large datasets and generate actionable insights for stakeholders.
• API Testing Support: Collaborate with the technology team to support API testing by creating relevant data sets from extracted data and ensuring smooth data integration.
• Data Integration Testing: Provide support for integration testing efforts by preparing and validating data sets, troubleshooting data discrepancies, and ensuring seamless integration across platforms.
• Collaboration: Work with cross-functional teams (e.g., Business, IT, Data Governance) to ensure data quality, compliance, and integration standards are met throughout the program.

Qualifications

• 3-5 years of experience in Commercial Banking. Familiarity with Commercial Online Banking and Deposit Products is essential.
• Familiarity with nCino, Salesforce, accessOptima, Digital One, BEB Commercial Online Banking, Wire (MTS), ACH (PEP+), Deposit (Systematics, IBS, Signature) Platforms or other treasury solutions product conducting client setups.
• Ability to work with minimal direction in a fast paced / high-pressure environment.
• Must have Advanced Excel skills with Lookups, Pivots, Slicers, Nesting functions, and power Query functions.
• Must have experience with salesforce (SOQL), and other analytical tools like Alteryx, Tableau, Qlik
• Proficiency in Microsoft applications including advanced Outlook, Word and Power Point
• Maintain a positive and proactive attitude while addressing client concerns, ensuring that each interaction reflects a commitment to exceptional service and customer satisfaction
• Ability to effectively communicate with Business Partners
• Demonstrate ability to drive these to completion with effective customer service skills
• Strong analytical mindset, with the ability to process complex datasets, identify trends, and provide data-driven insights.

Notes

• Looking for someone who can come and understand the data from business standpoint and identify any data gaps and drive data cleanup or migrations.
• Must have advanced Excel skills
• Hybrid Work Schedule with minimum 3 days onsite