Commercial Bnkgg Business Analyst - Ft Lauderdale, FL or Morristown, NJ

Valley Bank; Fort Lauderdale (FL); On-site; USD 70,000 - 90,000; Full time

Job summary

A financial institution in Fort Lauderdale is seeking a professional to support commercial banking operations. This role involves documenting workflows, designing KPI dashboards, and collaborating with various departments to enhance operational efficiency and compliance. The ideal candidate should have strong analytical skills and experience in banking processes. Competitive compensation and opportunities for advancement are provided.

Responsibilities

• Document current-state workflows across commercial banking functions.
• Design and maintain dashboards for monitoring KPIs.
• Support new operating models and analyze resource allocation.
• Assess impacts of client re-segmentation on operational efficiency.
• Ensure data integrity across Salesforce and credit platforms.
• Deliver executive reports on business unit performance.
• Align reporting frameworks with enterprise standards.
• Support strategic initiatives by tracking milestones.
• Facilitate cross-functional meetings to gather requirements.
• Partner with HR on role mapping and organizational design.

Job description

Responsibilities include but are not limited to :

• Document current-state workflows across commercial banking functions and conduct gap analyses to identify inefficiencies and compliance risks. Partner with Relationship Managers and Credit Officers to uncover pain points and improvement opportunities.
• Design and maintain dashboards to monitor key performance indicators including loan and deposit growth, WAR trends, portfolio health, and client engagement.
• Support the development of new operating models by defining roles and handoffs, and analyzing RM gearing ratios and client coverage to optimize resource allocation.
• Assess the impact of client re-segmentation on operational efficiency and experience, conducting ad hoc analyses to inform staffing, targeting, and product strategies. Analyze segmentation data to support RM bookbuilding and migration planning, while benchmarking internal processes against industry standards and regulatory requirements.
• Ensure data integrity across Salesforce, credit platforms, and internal databases, while monitoring credit pipeline metrics to identify trends in approvals, turnaround times, and exceptions.
• Deliver executive reports on business unit performance, transformation progress, and strategic initiatives, visualizing insights for senior stakeholders and board committees.
• Collaborate with Finance and Risk to align reporting frameworks with enterprise standards, and prepare executive summaries and status updates.
• Support strategic initiatives such as client re-segmentation and disclosure enhancements by tracking milestones, deliverables, and dependencies using project management tools. Monitor risks and elevate issues that may affect timelines or outcomes.
• Facilitate cross-functional meetings to gather requirements and align stakeholders, translating business needs into functional specifications for technology teams.
• Partner with HR on role mapping, job family updates, and organizational design, while supporting the development of commercial banking.