Business Analyst - Client Centric Team (Kalamazoo, MI)

Greenleaf Trust•Kalamazoo, MI

7d•Onsite

About The Position

Partners with leadership to model a culture of innovation, positive communication, and division efficiencies. Responsible for system/application administration and management with the business process requirements, as well as the implementation of strategic and tactical software related client service and wealth management. Will liaise with vendors, Business Information Services (BIS), and other business units for continual analysis of application usage with the focus on adding value to all business processes. Will also identify and articulate issues with current systems and processes and have a clear understanding of the impact of changes to the process. Leads discussions, project meetings and trainings with key stakeholders to ensure smooth transitions.

Requirements

Bachelor’s degree in finance, accounting, business administration, computer science, or related field of study and a minimum of 2 years of banking process improvements or equivalent education and experience required
Possesses understanding of application programming, database and system design
Advanced knowledge of Microsoft Excel required
Knowledge of banking/trust systems preferred
Exposure to or experience with coding language, including VBA and SQL
Proven experience in process re-engineering
Proven success in managing multiple tasks and deadlines
Strong facilitation, project management and mentoring experience
Proven strong conceptual, analytical and problem-solving ability
Proven experience learning business processes and industry specific requirements to apply systems and tools to build more efficient processes.
Strong customer service skills
Demonstrated ability to work with users on defining needs and addressing issues
Strong interpersonal and communication skills
Demonstrated ability to collaborate within a team environment
High ethical standards
Strong desire to achieve impactful outcomes
Strong work ethic and team orientation
Highly self-motivated, directed and reliable
Strong organizational skills with a strong attention to detail
Exceptional interpersonal skills, with a focus on rapport-building, listening, and questioning skills (“people skills”)
Positive
Proactive
Assertive
Ability to elicit cooperation from a wide variety of sources
Excellent understanding of the organization’s goals and objectives
Proven experience at working both independently and in a team-oriented, collaborative environment
Adept at conducting research into technology-related issues
Must be able to learn, understand, and apply new technologies
Project management skills extremely beneficial

Nice To Haves

Knowledge of banking/trust systems preferred
Exposure to or experience with coding language, including VBA and SQL
Project management skills extremely beneficial

Responsibilities

Gain in-depth understanding of division business strategy, processes, and services.
Serve as the primary CCT systems administrator by maintaining and supporting all software applications assigned.
Maintain a current knowledge of business operations and all software applications assigned.
Address system/application issues with key stakeholders, including leadership, development teams, BIS, and end users.
Benchmark industry leading client service and wealth management systems/applications to identify improvement opportunities.
Drive the strategic decision-making process related to client service and wealth management systems/applications, along with BIS, to identify gaps and enhancement opportunities.
Assists in the analysis, design, and development of a roadmap and implementation plan based upon a current vs. future state in a cohesive technology architecture viewpoint.
Partner with leadership and the BIS data management team members to review and analyze the effectiveness and efficiency of existing business processes and applications, map data used within processes and applications and develop strategies for improving processes to further leverage existing applications and data.
Support team leads and others in collaboration, communication, and facilitation of change.
Support and facilitate the testing/implementation of new and existing software applications under development or consideration.
Facilitate and maintain documentation on processes, policies, and application configuration for proper compliance posture.
Facilitate and adhere to application change management procedures.
Facilitate the training and onboarding as well as assist the training team in delivering end user training.
Keep well-informed of new application features and functionality and proactively provide recommendations for process improvements to users.
Support existing interfaces and reports.
Provide communication to affected users on upcoming changes such as release notes, patch notifications or upgrades and outages.
Troubleshoot system issues and manage helpdesk tickets according to the BIS service standards for all systems/applications assigned.
Set up and maintain user logins and password reset requests for all systems/applications assigned.
Review invoices for accuracy prior to processing for all systems/applications assigned.
Serve as subject matter expert (SME) on specified divisional projects.
All other duties as assigned