Digital & Treasury Analyst

Grove Bank & Trust; Miami (FL); Presencial; USD 75.000 - 110.000; Jornada completa

Descripción de la vacante

Grove Bank & Trust in Miami, FL is seeking a Digital & Treasury Analyst to support digital banking and treasury management services. You will help with client support, onboarding, testing, and process improvement while ensuring compliance with bank policies and regulatory standards.

The role involves coordinating implementation, monitoring platforms, and collaborating with IT, Security, Compliance, and vendors to resolve issues and optimize operations.

Formación

• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or a related field.
• Minimum three years of treasury management experience, including exposure to business online banking, ACH origination, wire services, or related controls.
• Experience with digital banking, banking operations, systems implementation, technical client support, or business analysis.
• Experience with Jack Henry or comparable financial-services technology is preferred.

Responsabilidades

• Provide first-line support for digital banking clients and advanced support for retail digital-banking matters.
• Coordinate onboarding and implementation activities for treasury and digital-banking services.
• Monitor platforms, investigate issues, and coordinate resolutions with IT, security, and operations.
• Deliver training to clients, bankers, and employees on platform features and security practices.
• Assist with pricing preparations, service comparisons, and implementation planning.

Conocimientos

Analytical skills

Client support

Regulatory/compliance awareness

Attention to detail

Communication skills

Educación

Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or a related field

Herramientas

Jack Henry

Microsoft 365

Digital banking systems

Descripción del empleo

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Digital & Treasury Analyst

Digital & Treasury Services Full Time Miami, FL, US

2 days ago Requisition ID: 1074

SUMMARY: The Digital & Treasury Analyst supports the implementation, administration, performance, control, and continuous improvement of the Bank’s digital banking and treasury management services. The position combines client and banker support with analytical troubleshooting, implementation coordination, system testing, process documentation, data validation, and sales enablement. The Analyst looks beyond the immediate request to identify root causes, control concerns, and opportunities for improvement, then works with internal teams and approved service providers to resolve or elevate the matter. This position requires sound judgment and operates within established Bank policies, approval authorities, information-security requirements, and regulatory standards. Performs other related duties as needed.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Digital and Treasury Client Support

Provide first-line support for business digital-banking clients and advanced support for retail digital-banking matters within established service and escalation protocols.

Gather and verify relevant facts, reproduce or isolate issues when appropriate, document troubleshooting performed, determine business and client impact, and resolve or elevate matters based on complexity, risk, urgency, and authority.

Process authorized service requests, maintain accurate records, reconcile applicable reports, and support client setups in accordance with identification, security, documentation, dual-control, and approval requirements.

Communicate clearly with clients and internal stakeholders regarding requirements, status, dependencies, expected next steps, and confirmed resolution.

Treasury Onboarding and Implementation

Coordinate approved onboarding and implementation activities for treasury and business digital-banking services, including workflow requirements, documentation, user entitlements, transaction limits, approval structures, service configuration, testing, training, and handoff to ongoing support.

Validate that implementation instructions are complete, consistent with approved documentation and pricing, and within established authority before configuration or release.

Maintain implementation plans, status records, open-item logs, and supporting documentation; identify dependencies and elevate delays, conflicts, incomplete approvals, or control concerns.

Confirm implementation completion against defined requirements and service-level expectations and document outstanding exceptions or follow-up items.

Serves as operational backup to the Digital and Treasury Officer for client-service continuity, implementation status, product information, and issue escalation.

Systems Monitoring, Testing, and Problem Analysis

Monitor assigned digital and treasury platforms, service notifications, operational reports, and identified performance indicators; investigate deficiencies or interruptions and communicate verified impact and status.

Coordinate issue resolutions and escalations with Information Technology, Information Security, Operations, Compliance, Risk Management, and approved vendors, as appropriate.

Risk, Controls, and Compliance Support

Apply established controls and procedures, including user access, entitlements, transaction limits, approvals, authentication, documentation, and segregation of duties.

Promptly elevate suspected fraud indicators, unauthorized activity, control gaps or deviations from approved procedures.

Maintain complete, accurate, organized, and retrievable records and authorized information requests.

Process Improvement and Documentation

Provide recommendations to improve accuracy, efficiency, scalability, client experience, and risk management.

Maintain current, audience-appropriate procedures, checklists, job aids, client instructions, training materials, and reusable reference resources

Track approved improvements and evaluate whether the implemented change resolved the identified issue or produced the intended operational result.

Sales and Pricing Enablement

Assist the Treasury Management Officer with fact-gathering for client needs assessments, service comparisons, solution recommendations, pricing preparation, proformas, cost estimates, and implementation planning.

Confirm that proposed solutions can be operationally supported and identify implementation, documentation, control, technology, or timing considerations before commitments are made to the client.

Validate that approved pricing and service selections are accurately reflected in implementation records and system setup; elevate discrepancies before client delivery or billing when possible.

Does not independently approve pricing, waive fees, execute agreements, make credit decisions, or commit the Bank to products, timelines, or terms outside delegated authority.

Training and Stakeholder Communication

Deliver clear training to clients, bankers, and employees on approved platform features, workflows, controls, security practices, and support channels.

Adapt communications for technical and nontechnical audiences while maintaining accuracy, confidentiality, and appropriate escalation of unresolved matters.

Provide concise status reporting on implementations, incidents, testing, process improvements, risks, dependencies, and open items to the responsible stakeholder or manager.

EDUCATION AND EXPERIENCE

Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, or a related field. Minimum three years of experience in treasury management, including exposure to business online banking, ACH origination, wire services, remote deposit capture, client entitlements, or related payment controls. Experience with digital banking, banking operations, systems implementation, technical client support, or business analysis is also beneficial. Experience with Jack Henry or comparable financial-services technology is preferred.

SKILLS AND COMPETENCIES

• Strong analytical, problem-solving, organizational, and client-service skills.
• Ability to manage multiple priorities, follow established procedures, and maintain accurate records.
• Strong attention to detail, sound judgment, confidentiality, and follow-through.
• Ability to communicate effectively with clients, vendors, and internal teams.
• Ability to develop test scenarios, compare expected and actual results, document defects, and verify corrective actions.
• Ability to safeguard confidential information and work effectively in a regulated, control-conscious environment.

Technical Skills

• Advanced proficiency in Microsoft 365, including Excel, PowerPoint, Outlook, Teams, and SharePoint.
• Working knowledge of digital banking, treasury management, and payment systems.
• Experience using reporting, testing, and analytical tools.
• Working knowledge of AI and automation tools for authorized business purposes.

All candidates for hire will undergo a credit and criminal background check. Only qualified candidates will be contacted.

Grove Bank & Trust is a drug-free workplace and an Equal Opportunity Employer - Veteran/Disability.