Advanced Business Analyst (Salesforce & nCino)

Wintrust Financial Corporation; Rosemont (IL); On-site; USD 70,000 - 110,000; Full time

Job summary

Wintrust Financial Corporation in Rosemont, IL is seeking an Advanced IT Business Analyst to organize and coordinate strategic business analysis services. You will document capabilities and requirements to address business challenges, collaborating with business resources, technology teams, and vendors.

The ideal candidate brings strong Agile Scrum knowledge and hands-on experience with Salesforce and the nCino platform, supporting business processes, data analysis, and system administration in

Qualifications

• 3-5 years of experience in a financial services environment coordinating business, functional and technical requirements

Responsibilities

• Partner with business stakeholders to gather, analyze, and document requirements for new initiatives and projects.
• Serve as a liaison between business and technology teams to align requirements with objectives.
• Create, refine, and manage user stories, acceptance criteria, and JIRA backlog items with development teams throughout the SDLC.
• Support Salesforce and nCino initiatives by analyzing processes and assisting with platform administration and enhancements.
• Participate in Agile delivery teams, facilitate requirements discussions, and drive cross-functional collaboration.
• Ensure compliance with PMO governance and project documentation standards.
• Collaborate with stakeholders to support implementation, testing, issue resolution, and continuous improvement.

Skills

Agile Scrum

Project coordination

Stakeholder management

Leadership

Communication skills

Education

Salesforce Administrator Certification

Tools

Salesforce CRM Platform

nCino

JIRA

Job description

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol "WTFC."

Why join us?

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few
• Promote from within culture

Why join this team?

• This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business
• We hold ourselves accountable to high standards, share wins, operate ethically, and have fun

Position Overview:

The Advanced IT Business Analyst is a mid-level business analysis position and serves as a key subject matter expert for organizing and coordinating strategic business analysis services. This role will be key to understanding and documenting capabilities and business, functional and technical requirements needed to address business challenges. Business Analysts work closely with Business resources and stakeholders, internal Technology teams, and various vendors and third-party consultants and implementers.

The ideal candidate will bring strong experience working within Agile Scrum environments and possess hands-on knowledge of Salesforce and nCino platforms , with the ability to support business process analysis, requirements gathering, solution design, and system administration activities. This includes experience with Salesforce user administration, data and field analysis, system configuration research, and supporting business processes within the nCino platform. Experience within commercial banking or financial services environments is highly preferred.

This role requires a collaborative mindset, extensive Agile and Scrum knowledge, and the ability to influence and guide stakeholders while supporting enterprise initiatives that leverage Salesforce, nCino, and other critical business platforms.

What You'll Do

• Partner with business stakeholders to gather, analyze, and document business, functional, and technical requirements for new initiatives, enhancements, and strategic projects.
• Serve as a liaison between business and technology teams, ensuring requirements are clearly defined, communicated, and aligned with business objectives.
• Create, refine, and manage user stories, acceptance criteria, and JIRA backlog items while partnering with development teams throughout the SDLC.
• Support Salesforce and nCino initiatives by analyzing business processes, gathering requirements, and assisting with platform administration, workflows, and system enhancements.
• Participate in Agile delivery teams, facilitating requirements discussions, sprint activities, and cross-functional collaboration to drive successful project outcomes.
• Ensure compliance with Enterprise PMO governance standards, project documentation requirements, and established delivery methodologies.
• Collaborate with cross-functional stakeholders to support project implementation, testing, issue resolution, and continuous process improvement efforts.

Qualifications

• 3-5 years of experience working in a financial services environment with a special emphasis on coordinating business, functional and technical requirements and/or project management across large cross functional teams, programs or projects
• 2+ years of experience working on the Salesforce CRM Platform
• 2+ years of experience working on the nCino loan origination system
• 2+ years of experience working with JIRA
• Salesforce Administrator Certification, a plus
• Advanced knowledge of general IT, and Business Operations
• Must possess solid leadership, time management, facilitation, and organizational skills
• Advanced knowledge of change management principles and performance evaluation processes
• Exposure to Software Development Life Cycle (SDLC) including Agile and Scrum Methodologies
• Must have working knowledge of business productivity tools like Microsoft Office, Excel, Power Point, and Visio.
• Excellent written and verbal communication skills, must be able to effectively com