Business Lead Analyst - Deposits & Segments

Citi • Charlotte, NC

3d • $117,440 - $176,160

About The Position

The Business Lead Analyst is a strategic professional who stays current with developments in the field and contributes to business direction by applying that knowledge to their work. The role is a recognized technical authority in an area of the business and provides advice and counsel related to business technology or operations. It involves complex deliverables with significant impact across an area and, ultimately, on the effectiveness of the sub-function or job family. The analyst uses communication and diplomacy skills to guide, influence, and convince colleagues in other areas and occasional external customers, and operates with limited direct supervision and independent judgment.

This role serves as a dedicated support partner to the Deposits & Segments team. It supports the development and execution of client retention and deepening strategies across target segments, designs and optimizes client journeys to improve client experience and reduce attrition, and leads go-to-market execution for specialized projects that drive deposit growth and client loyalty. The analyst coordinates cross-functional workstreams to move strategic initiatives from concept to delivery consistently and with quality. The role sits at the intersection of strategy and execution, translating priorities into client-facing and operational outcomes, and requires strong presentation and executive leadership storytelling skills.

Requirements

• 3–10 years of experience.
• Track record as a Business Analyst in the financial services industry.
• Excellent oral and written communication skills and the ability to facilitate discussions.
• Ability to quickly understand new concepts, requirements, and related product or functional knowledge.
• Experience working with Agile methodologies and tools.
• Teamwork and relationship management skills.
• Ability to work under pressure and manage tight deadlines.
• Ability to understand some technical implications of system design.
• Ability to work independently, prioritize, and take ownership of project or initiative responsibilities.
• Excellent analytical and problem-solving skills.
• Strong presentation and executive leadership storytelling skills.
• Ability to exercise independent judgment and autonomy with limited direct supervision.
• Ability to assess business risk and follow applicable policies, laws, rules, and regulations.

Nice To Haves

• Master’s degree preferred.
• Motivation, organization, and self-starter qualities.
• Ability to juggle several tasks and prioritize effectively.
• Enthusiastic, hardworking, and positive approach under pressure.
• Desire to improve processes.
• Willingness to ask questions, challenge processes, and seek answers.

Responsibilities

• Gather and document business requirements.
• Develop project artifacts as needed, including business requirements documentation (BRDs), functional requirements documentation (FRDs), user acceptance testing (UAT) test plans and scenarios, and project plans for key technical deliveries.
• Manage day-to-day project responsibilities, including setting milestones, managing tasks and actions, and coordinating and executing plans within required timelines and stakeholder quality expectations.
• Provide implementation and post-implementation project support.
• Foster and maintain relationships with business stakeholders, support teams, testing teams, and development team members.
• Identify project risks, including unstated risks, and manage them to resolution or escalate as appropriate.
• Act as a subject matter expert to senior stakeholders and/or other team members.
• Assess risk in business decisions, safeguard the firm's reputation and assets, drive compliance with applicable laws, rules, and regulations, adhere to policy and ethical practices, and transparently escalate, manage, and report control issues.
• Support the development and execution of client retention and deepening strategies across target segments.
• Design and optimize client journeys to improve existing client experiences and reduce attrition.
• Lead go-to-market execution for specialized internal and external projects that drive deposit growth and client loyalty.
• Coordinate cross-functional workstreams to move strategic initiatives from concept to delivery consistently and with quality.
• Translate strategic priorities into tangible client-facing and operational outcomes.

Benefits

• Medical coverage
• Dental coverage
• Vision coverage
• 401(k)
• Life, accident, and disability insurance
• Wellness programs
• Paid time off, including vacation and sick leave
• Paid holidays
• Discretionary and formulaic incentive and retention awards for eligible employees

What This Job Offers

• Job Type: Full-time
• Career Level: Senior