About The Position

The Associate on the Process Transformation team supports CSP21 Workflow Orchestration within Consumer & Community Banking Marketing Transformation. The team aims to improve efficiency, client outcomes, and scalability by standardizing enterprise marketing processes and accelerating adoption of new workflows across lines of business. This hands-on role works with Transformation, Product, Design, Technology, Data, and business stakeholders to understand current processes, identify opportunities for simplification and automation, and translate business needs into actionable requirements and workflow designs. The Associate supports discovery, process mapping, requirements documentation, product refinement, testing, implementation readiness, and adoption of new workflow capabilities.

Requirements

  • At least 3 years of experience in business analysis, process transformation, operations, product management, project delivery, or a related discipline.
  • Experience documenting and analyzing business processes, workflows, requirements, and user journeys.
  • Ability to translate complex business problems into structured requirements and actionable deliverables.
  • Strong analytical and problem-solving skills, attention to detail, and ability to identify process gaps and dependencies.
  • Experience supporting cross-functional initiatives involving business, Product, Design, Technology, and/or Data teams.
  • Strong written and verbal communication skills, including developing clear process documentation, meeting readouts, and stakeholder materials.
  • Ability to manage multiple deliverables, track actions and dependencies, and work effectively in a fast-paced, matrixed organization.
  • Familiarity with Agile delivery practices, including backlog refinement, user stories, acceptance criteria, testing, and release readiness.

Nice To Haves

  • Working knowledge of process-mapping methodologies and tools; familiarity with BPMN is a plus.
  • Familiarity with workflow management, marketing technology, automation, or AI-enabled solutions.
  • Experience with enterprise marketing platforms such as Adobe products or Salesforce Marketing Cloud.
  • Understanding of marketing campaign management, content, workflow, or orchestration processes.

Responsibilities

  • Support discovery sessions with business and cross-functional stakeholders to understand current workflows, pain points, personas, systems, handoffs, and data needs.
  • Develop and maintain current- and future-state process maps, workflow diagrams, business requirements, and supporting documentation.
  • Translate business-process needs into requirements, user stories, acceptance criteria, and workflow scenarios in partnership with Product and Technology.
  • Support design and documentation of standardized cross-line-of-business workflows, identifying opportunities to simplify, automate, or eliminate manual activities.
  • Partner with Product, Design, Technology, Data, and other teams to support refinement of workflow capabilities and sequencing of requirements.
  • Prepare materials and artifacts for discovery sessions, design reviews, refinement discussions, stakeholder readouts, and working sessions.
  • Track requirements, decisions, dependencies, risks, open questions, and action items, ensuring ownership and follow-through.
  • Support user acceptance testing and implementation readiness, including test scenarios, issue tracking, feedback synthesis, and coordination with business users.
  • Analyze user and stakeholder feedback and help translate findings into process improvements or product requirements.
  • Support documentation of business outcomes and success measures, such as reduced cycle time, fewer manual handoffs, improved throughput, and increased workflow adoption.
  • Maintain documentation and traceability from business problem through process requirement and product or workflow capability to business outcome.
  • Help develop communications, training and readiness materials, and stakeholder updates to support adoption of new workflows.
  • Provide status reporting to Workflow Orchestration leadership on deliverables, risks, dependencies, decisions, and next steps.
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