Banking Process Specialist

Paycom - ATS; Birmingham (AL); On-site; USD 70,000 - 100,000; Full time

Job summary

Paycom seeks a Banking Process Specialist to collaborate across bank departments, gather requirements, and document process improvements for reporting and workflow tools in Birmingham, AL. The role emphasizes UAT, testing, and data accuracy while driving efficiency and stakeholder alignment.

The ideal candidate has a background in banking operations and strong documentation skills, with proficiency in Word, Excel, and Visio.

Qualifications

• Bachelor's degree in Finance, Business Administration, or MIS or equivalent practical experience is required.
• Minimum of 3 years of experience in a banking environment.
• Experience analyzing bank processes and documenting requirements, policies, or training materials is strongly preferred.
• Experience leading requirements gathering, testing, and training for technical process improvements.
• Strong proficiency with Word, Excel, and Visio for documentation and process mapping.

Responsibilities

• Collaborate with bank departments to conduct structured requirements-gathering sessions related to reporting and process improvements.
• Document detailed, clear requirements and process flows aligned with business goals.
• Perform functional testing to validate requirements before user acceptance testing.
• Lead iterative user acceptance testing (UAT) cycles and drive defect resolution.
• Coordinate regression testing during system upgrades to maintain stability.
• Validate data accuracy for reports and data feeds.
• Provide end-user support and troubleshooting for workflow and reporting tools.
• Track, analyze, and prioritize defects and enhancements for deployed workflows and reports.
• Comfort working with AI tools to assist in requirements gathering, documentation, and analysis.

Skills

Banking operations

Requirements gathering

Testing

Communication

Attention to detail

Cross-functional collaboration

Problem solving

Education

Bachelor's degree in Finance, Business Administration, MIS, or equivalent

Tools

Microsoft Word

Microsoft Excel

Microsoft Visio

SQL

Job description

Job Details: Job Location: Operations Center - Birmingham, AL 35209, Position Type: Full Time, Education Level: 4 Year Degree, Travel Percentage: Negligible, Job Shift: Day, Job Category: General Business, The Banking Process Specialist will work with operational units to develop, implement, and revise banking processes to drive operational efficiency and improve customer experience. This position will work with banking business units to identify, analyze, and document process requirements, and assist in the implementation and testing of the resulting systems and processes. The Banking Process Specialist will serve as a subject matter expert, bringing banking operational and product knowledge to serve as a liaison between stakeholders and the bank’s technical project teams.

Essential Duties and Responsibilities

• Collaborate with bank departments to conduct structured requirements-gathering sessions, uncovering and clarifying needs related to reporting and process improvement opportunities.
• Document detailed and clear requirements and process flows, ensuring alignment with business goals.
• Perform functional testing of completed work to validate requirements and ensure quality of deliverables prior to user acceptance testing.
• Lead iterative user acceptance testing (UAT) cycles focused on validating results, collecting feedback, and driving defect resolution.
• Coordinate regression testing during system upgrades to maintain stability and continuity.
• Validate data accuracy for reports and data feeds.
• Provide end-user support and troubleshooting for workflow and reporting tools, ensuring timely resolution and user satisfaction.
• Track, analyze, and prioritize defects and enhancement requests related to deployed workflows and reports.
• Comfort working with artificial intelligence (AI) tools to complete requirements gathering, documentation, and analysis assignments.
• Ability to critically evaluate AI-generated output for banking and business accuracy.
• Perform additional related duties as assigned.

Qualifications: Knowledge/Skills/Abilities

• Strong working knowledge of banking operations, financial services processes, or a related regulated industry environment. Familiarity with banking workflows is highly valued.
• Strong proficiency with Microsoft Office, including Word (document clarity), Excel (data analysis), and Visio (workflow/process documentation).
• Exceptional attention to detail to detect defects and maintain quality during testing cycles.
• Comfortable working collaboratively in live environments to uncover needs and clarify requirements, even when business users aren’t sure what they want. The ability to ask the right questions, listen actively, and translate ideas into clear documentation is critical. Adept at using Microsoft Word, Excel, and Visio efficiently to prevent bottlenecks during meetings and requirements gathering sessions.
• Excellent organizational skills with the ability to coordinate testing efforts and effectively use internal tools for defect tracking.
• Strong independent work ethic balanced with collaborative cross-departmental communication.
• Basic proficiency in SQL or data querying techniques would be considered a plus.

Education

A bachelor’s degree in Finance, Business Administration, or Management Information Systems, or equivalent practical experience, is required.

Experience

• Minimum of 3 years of experience in a banking environment
• Direct experience with or other exposure to a variety of banking systems, projects, and processes.
• Experience analyzing bank processes and creating detailed documentation such as bank policies, project requirements, or training materials strongly preferred.
• Ability to lead technical process improvement initiatives by facilitating requirements gathering, user testing, and training.

Summary

This role requires an analytical thinker with excellent organizational skills and an above-average attention to detail. The ideal candidate thrives in managing multiple workflow projects concurrently, excels at requirements gathering, and enjoys transforming complex business needs into clear, actionable plans. Strong verbal and written communication skills, including the ability to engage with technical and non-technical stakeholders, ask the right questions, listen actively, and translate ideas into clear documentation, are essential.