Capital Markets Solutions Engineer I - Access SME

Truist Bank • Atlanta, GA

18d • Onsite

About The Position

The position involves designing, maintaining, documenting, testing, and supporting business-managed automation, reporting, and workflow solutions to enhance operational effectiveness and align with IBCM objectives. The role requires working at a developing technical level with guidance to analyze data, resolve defined problems, support production processes, and facilitate the sustainable adoption of approved solutions. Key activities include collaborating with business subject matter experts to identify automation opportunities, designing technical solutions leveraging automation technologies, supporting Agile Sprints by creating Solution Design Documents, developing requirement specifications and user acceptance testing strategies, and maintaining/troubleshooting existing tools like Microsoft Access and Excel VBA, Python scripts, Power BI dashboards, and Power Apps workflows. The role also entails providing production support during normal business hours, analyzing incidents, and coordinating resolutions. Additionally, it involves supporting process mapping, change management, training, and adoption activities, tracking deliverables, and reporting operational metrics and KPIs. Building productive relationships, communicating technical and business concepts clearly, and proposing solutions while adhering to established standards for documentation, source control, testing, information security, change management, and operational risk are also essential functions.

Requirements

• Bachelor's degree in business, finance, engineering, information systems, computer science, analytics, or a related field, or an equivalent combination of education, training, and relevant experience.
• Two to four years of relevant experience in banking, financial services, operations, business analysis, process automation, application support, analytics, or a related discipline.
• Practiced coding proficiency, demonstrated by the ability to maintain, troubleshoot, test, document, and make defined changes to existing solutions with guidance, using at least one relevant technology such as VBA, Python, SQL, Power BI, Power Apps, or a comparable approved platform.
• Working knowledge of at least one supported Capital Markets area, such as broker-dealer operations, swap-dealer operations, foreign exchange operations, or client onboarding.
• Ability to analyze business processes, document requirements, support user acceptance testing, interpret data, identify issues, and recommend practical actions.
• Effective written and verbal communication, organization, collaboration, and problem-solving skills; ability to manage competing priorities in a controlled environment.
• Demonstrated proficiency in Microsoft Office products and ability to follow Agile delivery, documentation, testing, change management, information security, and operational risk practices.

Nice To Haves

• Advanced degree in Finance, Mathematics, Analytics, Data Science, Computer Science, Engineering, or a related quantitative field.
• Experience supporting banking or Capital Markets operations and one or more business-managed automation, analytics, dashboarding, or workflow technologies.
• Familiarity with process improvement, business process management, Lean methods, project delivery, or relevant financial-services certifications.

Responsibilities

• Collaborate with business subject matter experts to assess business processes and identify opportunities for process automation that increase efficiencies and reduce operational risk.
• Design implementable technical solutions that leverage process automation technologies.
• Support code development during Agile Sprints by writing the complete SDD (Solution Design Document) to allow for third-party maintenance and support.
• Develop requirement specifications and user acceptance testing strategies for identified solutions.
• Maintain, troubleshoot, test, document, and make defined changes to existing Microsoft Access and Excel VBA tools, Python scripts, Power BI dashboards, Power Apps workflows, and other approved solutions, escalating complex issues as appropriate.
• Provide normal business-hours production support; analyze incidents, exceptions, volumes, effort, and solution compatibility; coordinate timely resolution with business, vendor, and technology partners.
• Support process mapping, change management, training, implementation, and adoption activities; track assigned deliverables and communicate status, risks, and roadblocks.
• Develop and report operational metrics, key performance indicators, and management insights to identify process variation and improvement opportunities.
• Build productive relationships with supported teams and control partners; communicate technical and business concepts clearly to audiences with varied experience.
• Propose solutions for review and approval and apply established documentation, source control, testing, information security, change management, and operational risk standards.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment insurance
• Tax-preferred savings accounts
• 401k plan
• Vacation time
• Sick days
• Paid holidays
• Defined benefit pension plan (potential)
• Restricted stock units (potential)
• Deferred compensation plan (potential)

What This Job Offers

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