Technical Analyst III - Retirement Platform IT (RPIT)

BOK Financial•Tulsa, OK

12d•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 requires strong analytical skills and the ability to quickly understand unfamiliar processes, trace how data moves across applications, and identify dependencies, gaps, and downstream impacts. The analyst creates data flows, process flows, and requirements documentation to give operations, business stakeholders, and developers a shared understanding of processes and solution needs in support of the long-term technology roadmap. The position is part of Retirement Platform IT (RPIT), a program-oriented team supporting BOK Financial’s Wealth Business and helping shape its Retirement Business. RPIT supports and transforms the Retirement Platform, aiming to deliver a modern, efficient platform that improves client experience and supports sustainable growth. The team emphasizes collaboration, adaptability, curiosity, continuous learning, open communication, and trusted relationships. It 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 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 with stakeholders, 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 for representing oneself and BOK Financial to business stakeholders, technology partners, vendors, and peers.
An equivalent combination 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 clear 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, documenting 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 existing processes and proposed solutions.
Contribute to testing, implementation planning, production readiness, disaster recovery, and enterprise resiliency activities, which may occasionally require evening or weekend participation.
Share knowledge and guide other analysts through project collaboration, technical consultation, and day-to-day support.
Adapt to changing priorities, technologies, and business needs by continuously learning new tools and applying transferable experience to emerging platforms.