Enterprise Business Analyst II: Salesforce & Process

Texas Bank and Trust; Longview (TX); On-site; USD 85,000 - 120,000; Full time

Job summary

Texas Bank and Trust is seeking an experienced Business Analyst to lead analysis across multiple lines of business, partnering with owners, analysts, Salesforce Administrators, and technology teams to deliver scalable, compliant solutions that improve efficiency and customer experience.

The role focuses on eliciting requirements, producing specifications, data analysis, dashboards, and training materials, while ensuring alignment with banking policies and regulatory standards.

Qualifications

• Bachelor’s degree in business, finance, information systems, or equivalent banking experience.

Responsibilities

• Leads requirements gathering and business analysis for cross-functional enterprise initiatives.
• Evaluates enhancement requests, develops business cases, supports release planning, and assists with validation, documentation, compliance, risk, and vendor-related information requests.
• Evaluates current-state processes, identifies improvement opportunities, documents future-state workflows, and translates business needs into scalable, compliant solutions.
• Develops business requirements, functional specifications, workflow diagrams, user stories, test scenarios, procedures, release notes, job aids, training materials, and implementation documentation in partnership with the Training Department to support curriculum development, knowledge transfer, and employee readiness.
• Partners with Salesforce Administrators, Technology, business line owners, Compliance, Risk, vendors, and implementation partners to support design, configuration, testing, deployment, and enhancements.
• Coordinates user acceptance testing, defect tracking, deployment readiness, stakeholder communications, change management, and employee readiness.
• Conducts post-implementation reviews, analyzes feedback and adoption, documents lessons learned, and recommends process, automation, and system improvements.
• Ensures solutions and documentation support Bank policies, regulatory requirements, audit readiness, data integrity, operational efficiency, and customer experience standards.
• Performs reporting, data analysis, dashboard development, adoption review, and trend evaluation to identify operational risks, opportunities, and performance improvements
• Maintains process, workflow, configuration, knowledge repository, and template documentation supporting enterprise systems and operational consistency.
• Performs other duties as assigned that support the goals and objectives of the Bank.

Skills

Business analysis

Cross-functional collaboration

Requirements gathering

Data analysis

Reporting

Process documentation

Salesforce

Stakeholder communication

Training materials

Banking software knowledge

Education

Bachelor's degree in business/finance/information systems

Tools

Excel

Word

Job description

Texas Bank and Trust is seeking an experienced Business Analyst to lead analysis across multiple lines of business, partnering with owners, analysts, Salesforce Administrators, and technology teams to deliver scalable, compliant solutions that improve efficiency and customer experience.

The role focuses on eliciting requirements, producing specifications, data analysis, dashboards, and training materials, while ensuring alignment with banking policies and regulatory standards.