Business Solutions Analyst

Exchange Bank; Santa Rosa, Northern (CA, KY); On-site; USD 69,000 - 100,000; Full time

Benefits offered by this job

Health, dental and vision insurance

401(k) with company match

Paid time off and holidays

Tuition reimbursement

Discounts on banking products

Job summary

Exchange Bank is seeking a Business Solutions Analyst to provide business analysis services across the organization. The role tracks trends, documents workflow for projects, and recommends process improvements to boost operational effectiveness.

Responsibilities include translating needs into specifications, creating BRDs and test plans, and maintaining project documentation. Selected candidate will participate in Information Systems projects, manage data reports, and ensure regulatory

Qualifications

• Education and experience aligned with a High School diploma or GED plus 2 years' experience in business opportunities, benefits, risks, and success factors for banking software assets.
• Applied knowledge of data mining and system update tools; familiarity with bank software assets and interfaces.

Responsibilities

• Conduct business analysis to document project requirements and translate into proper specifications (Business Cases, RFI, BRD).
• Create test plans and test cases; coordinate end-user testing to meet regulatory requirements.
• Analyze current processes and metrics to identify efficiencies and ROI opportunities.
• Lead small projects with oversight from senior analysts.
• Maintain and document workflow for new and ongoing projects; support project leaders with integrating processes, technology and internal controls.

Skills

Business analysis

Data mining

Requirements gathering

Project management

Stakeholder communication

Regulatory knowledge

Education

High School Diploma or GED

Tools

Report generation tools

Data mining tools

Job description

POSITION SUMMARY: The Business Solutions Analyst provides business analysis services to the organization by tracking and analyzing business unit trends and making process improvement recommendations that positively impact operational effectiveness across all departments within the organization. This position is responsible for designing and documenting workflow for new as well as ongoing projects within the organization, ensuring that project deliverables are met according to specifications. Supports and guides project leaders with integrating operational processes, technology and internal controls.

POSITION TYPE & SCHEDULE

Full-time, exempt. Typical business hours are Monday through Friday, with flexibility required based on business needs.

Essential Functions

• Information Systems:
  • Participate at various levels in Information Systems projects.
  • Maintain the configuration and operation of all bank production and test environments.
  • Maintain the access control and security functions of the core operating systems and their components.
  • Keep abreast of new and existing banking regulations and evaluate upcoming changes in Bank systems by utilizing vendor management to ensure systems capability of accommodating changes.
  • Administer business related software and ancillary applications.
  • Become proficient in using data mining techniques and system update tools.
  • Create reports using report generation tools and use business intelligence to analyze the raw data.
  • Consult with subject matter experts and review existing process documentation to uncover business needs and make recommendations for updates as necessary.
  • Stay informed of technology changes and/or software development through the attendance of various user conferences and training.
• Business Analysis:
  • Conduct analysis of business user needs and document project requirements.
  • Assist business unit with translation into proper specifications including creating: Business Cases, Requests for Information, and Business Requirements documents. Calculate/estimate costs and benefits of alternative actions or solutions to establish their viability and ROI.
  • Formulate and define project scope and objectives through research and fact finding combined with an understanding of applicable business systems and industry requirements.
  • Analyze and document current business processes and metrics in order to identify improvement opportunities and to deliver operational efficiencies.
  • Partner with business units to review workflows and to implement efficiencies into their processes by utilizing full scope of the banks software and technology.
  • Keep abreast of marketplace, industry, company, technology trends and best practices; to include Business Analysis and Project Management techniques and processes. Stay abreast of vendor products and services.
  • Identify and document how applications and systems interact to support business processes. Assess, and communicate the impact of system changes on users (including internal and external users) to business units.
  • Write test plans and test cases to ensure changes made to applications and business processes successfully meet regression testing. Partner with business units to ensure testing of end-user needs and regulatory requirements are met.
  • Conduct regression tests to ensure changes made by programmers/vendors are correct. Conduct scenario-based testing to ensure Bank needs are met and document test results.
  • Grow into becoming subject matter expert on all bank software assets.
  • Create and maintain the department Business Impact Analysis and Alternate Processing Procedure documents.
  • Participate in the Bank's periodic business resumption tests in the roles specified in the Business Continuity Plan.
  • May lead small projects, with oversite from Business Solutions Analyst III.

Minimum Qualifications

• Education and Experience equal to a High School diploma or GED plus 2 years' experience with activities, tasks, practices, and deliverables for assessing and documenting business opportunities, benefits, risks, and success factors supporting bank software assets.
• Applied knowledge in areas of application programming, database and system design; proficient use of data mining and system update tools
• Applied knowledge of system integration and interfaces; be subject matter expert in assigned bank software assets
• Knowledge of general bank operations and bank policies and procedures
• Knowledge of database and custom reporting tools
• Knowledge of modern project management and business analysis framework and acumen
• Knowledge of the specialized software related to Bank systems
• Ability to prioritize multiple needs in order to meet critical deadlines
• Ability to identify critical issues with ease
• Ability to lead and manage meetings
• Proficient in interviewing, fact finding, requirements gathering, and problem solving
• Proficient use of a personal computer including word processing, spreadsheet, presentation and project management software.

• Pay range: $68,640 to $100,000 per year commensurate with applicable experience, education and skills.
• Health, dental, and vision insurance Competitive medical plan options including traditional HMO, HDHP/HSA, and Point of Service medical plans. No-network dental and vision plans, and flexible spending account plans
• Company paid life insurance and long-term disability insurance
• Retirement plan options 401(k) plan: traditional and Roth savings options with company match, and an additional annual profit-sharing contribution opportunity.
• Paid time off and sick leave Robust package with vacation, sick time, holidays, and personal days.
• Tuition reimbursement
• Free checking and discounts on other available banking products Checking and savings accounts, safe deposit box, retirement planning assistance, Discounts on home and personal loans

Loans are subject to credit approval. Fees, conditions, and restrictions may apply. Rates and programs subject to change.

An award–winning bank, our community has voted Exchange Bank:

• Best Company to do Business With
• Best Business Bank
• Best Local Bank
• Best Place to Work
• Business Environmental Alliance Best Practices Award
• Healthiest Companies in North Bay Award
• Spirit of Philanthropy Award

Who We Are

Established in 1890, Exchange Bank is one of the most unique community banks in the United States because of our history, ownership and legacy. Our employees enjoy a work environment that values a work/family balance, encourages community involvement and provides competitive compensation and benefit package.

Our Mission

From generation to generation, we invest in people, business and community to build a strong future.

Commitment – Respect – Integrity – Teamwork

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.