Business Lead Analyst - Deposits & Segments

Citi; Charlotte (NC); In loco; USD 117.000 - 176.000; Tempo pieno

Descrizione del lavoro

Citi in Charlotte, NC is seeking a Business Lead Analyst to bridge strategy and delivery. You will gather requirements, develop BRD/FRD, and manage project milestones while coordinating with stakeholders and technical teams.

The role requires strong communication, analytical abilities, and deep understanding of Agile practices in a Financial Services context, to drive compliant, client-focused outcomes.

Competenze

• 3-10 years' experience
• extremely organized, motivated and a self-starter
• Ability to prioritize is key as is ability to juggle several tasks at once
• Must work well under pressure whilst, enthusiastic, hard-working and positive
• Desire to improve processes
• Track record as a Business Analyst within the Financial Services industry
• Excellent oral and written communication skills and ability to facilitate discussions
• Ability to quickly grasp and understand new concepts / requirements and related product / functional knowledge
• Experience of working with Agile Methodologies and Tools
• Team player and relationship management skills
• Ability to work under pressure and manage tight deadlines
• Ability to learn/understand some technical implications of system design
• Willingness to ask questions, challenge the process and seek out answers
• Ability to work independently, prioritize, and take ownership of various parts of a project or initiative
• Excellent analytical and problem solving skills

Mansioni

• Gathering and documenting business requirements
• Developing project artifacts including BRD’s, FRD’s, test planning and UAT documents, and project plans for key technical deliveries
• Day-to-day management of project milestones, tasks, actions, coordination and execution within timelines and quality expectations
• Providing implementation / post-implementation project support
• Foster and maintain relationships with business stakeholders, support, testing and development team members
• Identify key project risks, and manage resolution or escalation
• Operate with limited supervision
• Exercise independence of judgement and autonomy
• Acts as SME to senior stakeholders and/or other team members
• Assess risk when business decisions are made, ensuring compliance with laws, rules and Citi policies and escalating issues

Conoscenze

3-10 years

Organized

Self-starter

Prioritization

Under pressure

Agile

Communication skills

Stakeholder management

Analytical skills

Formazione

Bachelor’s/University degree, Master’s degree preferred

Strumenti

Agile tools

Descrizione del lavoro

The Business Lead Analyst is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their application in own job and the business. Recognized technical authority for an area within the business. Requires basic commercial awareness. There are typically multiple people within the business that provide the same level of subject matter expertise. Developed communication and diplomacy skills are required in order to guide, influence and convince others, in particular colleagues in other areas and occasional external customers. Significant impact on the area through complex deliverables. Provides advice and counsel related to the technology or operations of the business. Work impacts an entire area, which eventually affects the overall performance and effectiveness of the sub-function/job family.

Responsibilities

• Gathering and documenting business requirements
• Developing individual project artifacts as necessary including Business Requirements Documentation (BRD’s), Functional Requirements Documentation (FRD’s), test planning and scenario documents for user acceptance testing (UAT), project plans as required for all key technical deliveries.
• Day-to-day management of individual project responsibilities including milestone setting, task and actions management, co-ordination and execution of plan within required timelines and to stakeholder quality expectations.
• Providing implementation / post-implementation project support
• Foster and maintain relationships with business stakeholders, support, testing and development team members
• Identify key project risks, whether stated or not, and manage to resolution or elevate accordingly
• Has the ability to operate with a limited level of direct supervision.
• Can exercise independence of judgement and autonomy.
• Acts as SME to senior stakeholders and /or other team members.
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.

Recommended Qualifications

• 3-10 years' experience
• must be extremely organized, motivated and a self-starter
• Ability to prioritize is key as is ability to juggle several tasks at once.
• Must work well under pressure whilst, enthusiastic, hard-working and positive
• Desire to improve processes
• Track record as a Business Analyst within the Financial Services industry
• Excellent oral and written communication skills and ability to facilitate discussions
• Ability to quickly grasp and understand new concepts / requirements and related product / functional knowledge
• Experience of working with Agile Methodologies and Tools.
• Team player and relationship management skills
• Ability to work under pressure and manage tight deadlines
• Ability to learn/understand some technical implications of system design
• Willingness to ask questions, challenge the process and seek out answers
• Ability to work independently, prioritize, and take ownership of various parts of a project or initiative
• Excellent analytical and problem solving skills

Education

• Bachelor’s/University degree, Master’s degree preferred

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

Core Responsibilities

• Supporting the development and execution of client retention and deepening strategies across target segments
• Designing and optimizing client journeys to improve the existing client experience and reduce attrition
• Leading go-to-market execution for specialized internal and external projects that drive deposit growth and client loyalty
• Coordinating cross-functional workstreams to ensure strategic initiatives move from concept to delivery with consistency and quality
• Requires excellent presentations and executive leadership story telling skills.

The role sits at the intersection of strategy and execution, translating priorities into tangible client-facing and operational outcomes.

Job Family Group

Business Strategy, Management & Administration

Job Family

Business Management

Time Type

Full time

Primary Location

NC-CHARLOTTE (BALLANTYNE)

Primary Location Full Time Salary Range

$117,440.00 - $176,160.00

Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.

Most Relevant Skills

Please see the requirements listed above.

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

Anticipated Posting Close Date

Nov 10, 2026

Automated Processing and AI

We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening. Additionally, if you so choose, or consent, we can match your skills and abilities to other suitable roles at Citi.

Importantly, all our hiring processes and decisions, including determining your suitability for a role, are conducted, checked, and decided by individuals. Our automated processing and AI do not involve relying on automatic or autonomous decision-making. Please refer to any Jurisdictional Considerations, with specific provisions for your country (where relevant) for further details.

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Equal Opportunity

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