Business Process Analyst

SAFE Credit Union•Folsom, CA

2d•$33 - $41•Hybrid

About The Position

Responsible for supporting business objectives associated with process improvements and implementing effective solutions to enhance operational efficiency. Primary focus is to assist with identifying operational process gaps, perform root cause analysis, design, and develop solutions. Responsible for creating process maps, identify process/operational requirements, conduct testing and supporting implementation. Lead change management practices to manage process changes in the organization. Assists in all projects that impact member-facing processes. Participate in cross department collaborations to streamline operational processes, reduce operation burdens to improve efficiency.

Requirements

Bachelor's degree or higher in business administration, or a related field from a four-year college or university; or three years process analyst related work experience and/or training in the analysis, design, testing, documentation, and implementation of business processes.
In-depth knowledge of the Retail Branch, Contact Center and other banking processes, and functions. Some level of expertise in SAFE’s core system (DNA) and other applications. Knowledge of applicable Federal/State Regulations to financial institutions (Anti-Money laundering, Funds Availability, Electronic Funds Transfers, etc.), industry standards and requirements for Retail Banking. Fluency in Change Management, Project Management and Process Improvement methodologies is required.
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Intermediate knowledge of Word, Excel, Visio, PowerPoint, and SharePoint.
Intermediate analysis experience.
Excellent verbal and written communication skills.
Strong critical and creative thinking skills
Ability to operate in a fast-paced environment.
Ability to effectively manage workload across a multitude of projects.
Ability to design complicated business processes in easy-to-understand format.
Excellent communication skills (verbal, written, listening skills, and empathy).
Expert ability to build relationships with other leaders, business partners, and stakeholders.
Ability to interpret a variety of instructions furnished in written, oral, or schedule form.
Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.

Responsibilities

Function as the business process support on projects impacting member-facing processes
Participate in development of process workflow for Retail and Member Service Operations functions to drive efficiency and improve quality
In partnership with Back Office SMEs, act as a resource in developing process workflows to streamline/re-engineer processes/functions.
Provide process engineering expertise to project teams and Retail teams.
Develop Change Management plans to execute process and system changes.
Analyze and evaluate existing policy, procedures, and disclosures, making recommendations and implementing modifications to improve quality and efficiency; identify potential risks and ensure organizational awareness to implement changes. Work collaboratively with other stakeholders.
Work with peers, business and platform owners, or management to analyze and identify gaps in processes and procedures.
Identify training needs and provide training content recommendations on member-facing processes
Coordinate change management strategies to assist with development and launch/implementation of new products/programs to support the deposit functions.
Build and maintain workflows and diagrams of business process workflows
Provide operational expertise to project teams and branch teams including conducting Retail team visits to review and analyze processes.
Work with ERM and Retail teams to identify process gaps and determine the best solution to address the gaps and improve operational performance.
As directed by Business Process Engineering Manager, assist with responses and process updates based on feedback from Member Voice & Support, ERM, and Senior Retail Leadership.
Promptly resolve issues related to members and other internal customers.
Perform form reviews related to the deposit account administration and retail operational processes.
Prepare pilot scenarios and evaluate pilot results to validate accuracy of programs, procedures, and new business processes that support overall business strategies, including enterprise-wide business initiatives.
Respond to internal and external auditor/examiner requests regarding credit union’s compliance, as directed by management; coordinate the gathering of data for department regulatory exams and audits.
Maintain an up-to-date working knowledge of member-facing products, services, and workflows

Benefits

Full medical, vision, dental, 401k matching, HSA, and FSA!
Professional Development Opportunities: Offering training programs, workshops, and mentorship.
Recognition and Appreciation: Regularly acknowledging employee achievements and contributions.
Flexible Work Arrangements: Providing options for remote work and flexible scheduling.
Positive Company Culture: Fostering an inclusive, collaborative, and supportive work environment.
Career Growth: Clear paths for career advancement and internal promotions.
Work-Life Balance: Encouraging a healthy balance between professional and personal life.
Employee Empowerment: Allowing employees to make decisions and have autonomy in their roles.
Space of Belonging: ERGs, YOUnity Council and a focus around diversity, equity inclusion and belonging.
Wellness Programs: Promoting physical and mental health through wellness initiatives and resources.
Strong Leadership: Having leaders who inspire, support, and guide their teams effectively.
Sense of Purpose: Creating a sense of mission and aligning company goals with employees' personal values.