Business Analyst - Treasury Management (Hybrid in CA)

First American•Santa Ana, CA

1d•$73,900 - $98,500•Hybrid

About The Position

First American Trust is seeking an experienced Business Analyst to support our growing Treasury Management function. This individual will use strong business, operational, and analytical skills to help improve how Treasury Management products and services are implemented, administered, and supported. The Business Analyst will partner with Treasury Management, New Accounts, Client Services, Operations, Product, Technology, and other business areas to evaluate processes, identify operational gaps and inefficiencies, develop solutions, and support new and enhanced Treasury Management capabilities. The ideal candidate understands commercial banking operations, enjoys solving complex business problems, and can help translate customer and business needs into practical, scalable processes.

Requirements

BA/BS degree or equivalent work experience.
2-5 years of directly related experience in business analysis, commercial banking, Treasury Management, banking operations, financial services, or a similar field.
Strong analytical and problem-solving skills with the ability to identify root causes and develop practical solutions.
Ability to understand, analyze, and document complex business processes and operational requirements.
Ability to interview business partners, formulate questions, gather requirements, and develop a thorough understanding of business and customer needs.
Strong ability to organize, analyze, interpret, and present data effectively.
Advanced Microsoft Office skills, particularly Excel.
Excellent written and verbal communication skills.
Strong organizational skills with the ability to manage multiple priorities and initiatives.
Experience in commercial banking, Treasury Management, commercial deposit operations, or financial services.
Knowledge of Treasury Management products and services, including online banking, ACH services, wires, positive pay, remote deposit capture, account reporting, and file transmission.
Experience with commercial account opening, customer onboarding, implementation, or Treasury Management service setup.
Experience with the Prelim platform, particularly commercial account opening, onboarding, workflow configuration, or implementation.
Experience with low-code/no-code software or workflow automation tools, particularly when used to improve business processes or reduce manual work.
Experience with process mapping, procedure development, operational reporting, testing, implementation, and change management.
Experience working with banking vendors and cross-functional business partners.

Responsibilities

Analyze Treasury Management processes and workflows to identify inefficiencies, operational gaps, manual workarounds, control opportunities, and areas for improvement.
Support the implementation and ongoing administration of Treasury Management products and services.
Analyze customer and business requirements and help develop practical solutions for Treasury Management service needs.
Support Treasury Management capabilities such as online banking, ACH services, wire services, positive pay, remote deposit capture, account reporting, file transmission, and other commercial banking services.
Partner with New Accounts, Client Services, Operations, Product, Technology, Risk/Compliance, Relationship Management, and other stakeholders to improve the delivery and support of Treasury Management services.
Assist with complex customer implementations, service configurations, and changes to existing Treasury Management relationships.
Evaluate the end-to-end customer and employee experience associated with Treasury Management onboarding, implementation, service maintenance, and support.
Identify recurring customer or operational issues, determine root causes, and recommend sustainable solutions.
Evaluate existing processes and recommend ways to simplify, standardize, or improve them.
Identify manual processes and workarounds that may be candidates for process redesign, automation, or other operational improvements.
Develop and maintain procedures, process maps, business requirements, training materials, implementation documentation, and other operational documentation.
Analyze Treasury Management data to identify trends, service utilization, volumes, exceptions, operational issues, and opportunities for improvement.
Develop reporting and metrics to help management evaluate Treasury Management onboarding, service delivery, operational performance, and customer experience.
Support new Treasury Management product and service initiatives by helping define business and operational requirements, procedures, controls, training needs, and implementation considerations.
Participate in testing and implementation of new or enhanced Treasury Management products, services, and processes to ensure they meet business and operational requirements.
Assist with system and service configuration from a business perspective where necessary to support Treasury Management products and customer requirements.
Facilitate meetings and working sessions with business partners and subject matter experts to define problems, evaluate alternatives, develop recommendations, and drive issues through resolution.
Assist with training and change management associated with new or modified Treasury Management products, services, and processes.
Serve as a business resource for Treasury Management products, processes, and operational practices.
Make recommendations to management regarding Treasury Management processes, procedures, service delivery, reporting, and operational improvements.