Transformation Analyst

City National Bank of Florida • Coral Gables, FL

1d

About The Position

The Transformation Analyst is part of the Transformation Management Office (TMO) and supports a variety of projects focused on improving client and employee workflows. This includes activities related to business and personal client onboarding, loan processes, and issue resolution. The position plays a role in executing project-related activities that aim to improve service experiences and operational efficiency. Work is performed under supervision and follows established procedures.• Analyzes current processes for selected journeys: gather documentation, document workflows, policies and procedures.

Requirements

• 2+ years of experience in a business operations, project support, or Process Analysis role.
• Basic understanding of accounting and banking finance concepts.
• Ability to work with large data sets using structured methods and tools.
• Strong written and verbal communication skills, including report formatting and documentation.
• Ability to support project-related tasks across departments using established project tracking tools.
• Capacity to recognize patterns in operational data and assist in identifying areas for improvement.
• Ability to collaborate effectively with team members and stakeholders.
• Organized and detail-oriented, with the ability to manage multiple priorities under supervision.
• Comfortable working under deadlines while maintaining professionalism and client service standards.
• Basic mathematical skills sufficient to complete assigned tasks.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Willingness to follow structured procedures and adapt to new tools and systems.
• Familiarity with workflow documentation and data organization practices.

Nice To Haves

• Experience in a financial services or banking environment is a plus.

Responsibilities

• Review current processes for selected journeys by gathering documentation and recording workflows, policies, and procedures.
• Support identification of areas for performance or process improvement in collaboration with business teams.
• Organize and summarize data to assist in developing client and employee journey enhancements.
• Collect and document business requirements for project and process improvement or automation efforts.
• Compile industry benchmarks and trend information to support evaluation of process outcomes and service levels.
• Monitor key performance indicators and prepare summaries to support ongoing process assessments.
• Participate in internal and external stakeholder interviews to gather input and feedback.
• Coordinate with team members across lines of business and staff areas to support alignment with project plans and timelines.
• Prepare presentations, reports, and analytics that provide visibility into project status and progress.
• Maintain project documentation such as meeting notes, task trackers, and workflow updates.
• Assist in scheduling meetings and coordinating logistics for project-related sessions.

What This Job Offers

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