Technical Analyst III - Retirement Platform IT (RPIT)

BOK Financial•Tulsa, OK
•Onsite

About The Position

The Technical Analyst III serves as a liaison between the line of business, operations, and IT, translating complex business processes and data requirements into clear, actionable solutions. The role involves understanding unfamiliar processes, tracing data across applications, and identifying dependencies, gaps, and downstream impacts. The analyst creates data flows, process flows, and requirement documentation so operations, business stakeholders, and developers share an understanding of existing processes and proposed solutions that support the long-term technology roadmap. The position is part of the Retirement Platform IT (RPIT) team, which supports and transforms the Retirement Platform to deliver value for the bank and its clients. The team aims to provide a modern, efficient platform that improves customer experience and supports sustainable growth. It values adaptability, curiosity, continuous learning, open communication, and trusted relationships across business, operations, and technical teams. The team uses approved AI tools responsibly to improve analysis and documentation while protecting sensitive information and validating results.

Requirements

  • Five to ten years of experience in technical analysis and/or bank operations is desired.
  • Ability to use approved AI-assisted tools to improve productivity, analysis, problem-solving, and technical deliverables, while critically evaluating and validating generated results.
  • Ability to understand complex data requirements and unfamiliar business processes, including data flows across applications, source-to-target mappings, transformations, dependencies, and exceptions.
  • Ability and interest in creating clear data flows and process flows, validating them with end users and developers, and using them to build shared understanding of requirements and system behavior.
  • Experience working within Agile methodologies.
  • Strong conceptual thinking, analytical, and problem-solving skills, including the ability to resolve moderately complex issues and facilitate solutions across business and technical teams.
  • Strong interpersonal and facilitation skills, including building rapport, conducting discovery sessions, and becoming a trusted advisor.
  • Ability to plan the time, method, manner, and sequence of work assignments while balancing multiple project priorities.
  • Strong oral and written communication skills, including the ability to represent oneself and BOK Financial clearly to stakeholders, technology partners, vendors, and peers.
  • A bachelor's degree in information technology or computer science is preferred but not required; equivalent combinations of education and experience will be considered.

Nice To Haves

  • Bachelor's degree in information technology or computer science.
  • General knowledge of financial services, banking, payments, or retirement management processes.

Responsibilities

  • Partner with operations, line-of-business stakeholders, and technical teams to analyze complex business and data requirements, ask targeted questions, and translate findings into business and functional requirements with testable acceptance criteria.
  • Write business, functional, and technical requirements for moderately complex to highly complex projects.
  • Map and model business processes, including current- and future-state processes, system interactions, data flows, logical models, and data-retention requirements.
  • Validate process and data flows with end users and developers to establish a shared understanding of current processes and proposed solutions.
  • Contribute to testing, implementation planning, production readiness, disaster recovery, and enterprise resiliency activities.
  • Share knowledge and provide guidance to other analysts through project collaboration, technical consultation, and day-to-day support.
  • Adapt to evolving priorities, technologies, and business needs by continuously learning tools and applying transferable experience to emerging platforms.

Benefits

  • Training and development to support long-term employee careers.
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