Business Analyst - Treasury Management (Hybrid in CA)

First American•Santa Ana, CA

1d•Hybrid

About The Position

First American Trust is seeking an experienced Business Analyst to support its growing Treasury Management function. The role uses business, operational, and analytical skills to improve the implementation, administration, and support of Treasury Management products and services. The analyst partners with Treasury Management, New Accounts, Client Services, Operations, Product, Technology, and other business areas to evaluate processes, identify gaps and inefficiencies, develop solutions, and support new and enhanced capabilities. The successful candidate understands commercial banking operations, can solve complex business problems, and translates customer and business needs into practical, scalable processes. The role supports customer onboarding and implementation, service delivery, process improvement, reporting, documentation, testing, and change management. The position is hybrid in California.

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, including 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 understand business and customer needs.
Ability to organize, analyze, interpret, and present data effectively.
Advanced Microsoft Office skills, particularly Excel.
Excellent written and verbal communication skills.
Strong organizational skills and 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.

Nice To Haves

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, especially for improving business processes or reducing 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 online banking, ACH, 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 Treasury Management service delivery and support.
Assist with complex customer implementations, service configurations, and changes to existing Treasury Management relationships.
Evaluate the customer and employee experience across onboarding, implementation, service maintenance, and support.
Identify recurring customer or operational issues, determine root causes, and recommend sustainable solutions.
Evaluate existing processes and recommend simplification, standardization, or other improvements.
Identify manual processes and workarounds suitable 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, utilization, volumes, exceptions, operational issues, and opportunities for improvement.
Develop reporting and metrics to help management evaluate onboarding, service delivery, operational performance, and customer experience.
Support new 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 products, services, and processes to ensure they meet business and operational requirements.
Assist with system and service configuration from a business perspective when needed to support products and customer requirements.
Facilitate meetings and working sessions with business partners and subject matter experts to define problems, assess alternatives, develop recommendations, and drive issues to resolution.
Assist with training and change management for new or modified products, services, and processes.
Serve as a business resource for Treasury Management products, processes, and operational practices.
Recommend process, procedure, service delivery, reporting, and operational improvements to management.