Treasury Management Continuous Improvement Analyst

SouthState Bank • McKinney, TX

23h

About The Position

The Treasury Management Continuous Improvement Analyst analyzes operational data across Treasury Management Support, Specialty, Implementation, client training, and related systems to identify trends, root causes, recurring issues, client friction points, and opportunities to improve quality, efficiency, visibility, and client experience. The role leads or supports continuous improvement initiatives from intake through implementation, including documenting current and future states, mapping workflows, evaluating risks and dependencies, recommending solutions, coordinating approvals, and tracking action items.

The analyst helps develop and maintain procedures, job aids, quick reference materials, process maps, rubrics, and other resources that support consistent execution, training, regulatory alignment, quality assurance, and knowledge sharing. In partnership with Treasury Management leaders, specialists, product teams, and other stakeholders, the role gathers requirements, validates opportunities, communicates recommendations, coordinates testing, and supports change management.

The position also supports quality assurance, client experience, and performance measurement through data collection, reporting, dashboard input, sampling approaches, trend analysis, and recommendations for coaching, training, procedure updates, or process redesign. The analyst participates in system enhancement, automation, and workflow testing by preparing scenarios, performing user acceptance testing, documenting results, communicating defects or gaps, and validating that changes meet business requirements and support a positive client and teammate experience. The role is expected to take ownership of assigned tasks and challenges. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Requirements

• Bachelor’s degree in business administration, finance, operations, analytics, information systems, or a related field; equivalent Treasury Management, banking operations, project, process improvement, or analytical experience may be considered.
• At least 4 years of experience in Treasury Management, commercial banking operations, client support, implementation, quality assurance, business analysis, process improvement, project coordination, or a related operational role.
• Strong analytical, critical thinking, problem-solving, and root cause analysis skills, with the ability to interpret operational data and translate findings into practical recommendations.
• Working knowledge of Treasury Management products, services, systems, client onboarding, support workflows, commercial banking operations, risk controls, and client authentication expectations.
• Ability to document current-state and future-state processes, write clear procedures and job aids, and support consistent execution across multiple teams.
• Proficiency with Microsoft Office applications, especially Excel, Word, PowerPoint, Teams, and Outlook.
• Excellent written and verbal communication skills and ability to collaborate with leaders, specialists, technology partners, risk partners, and other stakeholders.
• Ability to manage multiple priorities, organize detailed work, meet deadlines, maintain confidentiality, and adapt to changing business needs in a fast-paced environment.
• Ability to communicate in person, by phone, and through electronic channels; use a computer frequently, including typing and sustained attention to a monitor; sit, walk, and/or stand for extended periods; and bend and reach.

Nice To Haves

• Certified Treasury Professional certification.
• Certified Associate in Project Management certification.
• Lean Six Sigma certification.
• Business analysis or process improvement certification.
• Experience with ServiceNow, Genesys, OnRamp, Treasury Navigator, reporting tools, dashboards, or workflow systems.

Responsibilities

• Analyze operational data from Treasury Management Support, Specialty, Implementation, client training, ServiceNow, Genesys, OnRamp, Treasury Navigator, and related sources to identify trends, root causes, recurring issues, client friction points, and improvement opportunities.
• Lead or support continuous improvement initiatives from intake through implementation, documenting current and desired future states, mapping workflows, evaluating risks and dependencies, recommending solutions, coordinating approvals, and tracking action items.
• Develop, maintain, and improve operational procedures, job aids, quick reference materials, process maps, rubrics, and other resources.
• Partner with Treasury Management leaders, specialists, product teams, and other stakeholders to gather requirements, validate opportunities, communicate recommendations, coordinate testing, and support change management.
• Support quality assurance, client experience, and performance measurement efforts through data collection, reporting, dashboard input, sampling approaches, trend analysis, and recommendations for coaching, training, procedure updates, or process redesign.
• Support system enhancement, automation, and workflow testing by preparing test scenarios, executing user acceptance testing, documenting results, communicating defects or gaps, and validating implemented changes.
• Take ownership of tasks and challenges encountered in the operation of the assigned position.

What This Job Offers

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