Treasury Solutions Business Analyst

4 weeks ago

New York, United States Tandym Group Full time

A financial institution is looking to hire a Treasury Solutions Business Analyst to support their operations in New York.

The Treasury Solutions Business Analyst will work within Treasury Management Products, Sales and Services unit. The role will be focused on gathering requirements from internal business users, consolidating them, performing business analysis and documenting the same to achieve successful implementation of various projects.

Responsibilities:

  • Analyzes, specifies, validates and identifies trends in production, gaps, areas for improvement, and overall monitoring and defining key performance indicators as per business needs
  • Facilitate meetings with the appropriate subject matter experts in both business and technology teams to determine project scope and vision
  • Create, maintain and extract Daily/Monthly/Quarterly/Ad-Hoc business analytics and management reports for Treasury Management Product, Sales and Service units (financials, P&L, dashboards, productivity reports, Sales tracking, etc.) as well as supporting Audit's needs
  • Daily review of exception reports tied to client transactions
  • Creates flow diagrams, structure charts, and other types of system or process representations.
  • Performs analysis to determine and verify business requirements
  • Updating/maintaining department procedures
  • Work with IT team and Vendors to create additional reports required by Line of Business for an insight on client's online activity and Treasury Solutions services they are enrolled to
  • Support Head of TM's efforts on development of a workforce plan / staffing requirement to support scaling operations and TM growth
  • Optimizing Treasury Solution forms for both commercial and consumer applications
  • Work with the TM team and Marketing to enhance product marketing materials, forms and sell-sheets
  • Aid in developing data analytics to support cross-sell efforts with the business units
  • Utilizes problem-solving skills, sound judgement, creativity, and experience to analyze information to successfully resolve tasks and issues
  • Team player that participates in internal activities, testing and initiatives aimed at enhancing client experience, data integrity, optimizing workflows, case management processes etc.
  • Collaborates with project sponsors to determine project scope and vision
  • Establishes robust partnerships and open communication with the Business, Operations, IT, and Client Service teams to effectively partner to help establish procedures, review methods and process and gaps in day to day business activities, operational handling and client services

Qualifications:

  • 1-2 years of experience as a Business Analyst in the financial services or banking industry
  • Accomplished in using best practices for gathering and documenting complete and detailed requirements
  • Core banking knowledge
  • In-depth knowledge of Treasury Management Products and Solutions
  • Experience working with 3rd part vendor solutions
  • Strong oral and written communication skills
  • Strong technical understanding
  • Able to simultaneously handle multiple demands and priorities
  • Analytical and detail-oriented
  • Presentation Skills
  • Candidate must be proactive, enthusiastic, and team oriented
  • Strong computer skills including Excel, Visio, Salesforce, DocuSign, Word and PowerPoint

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