Process Documentation and Training Analyst

BankUnited; Florida; On-site; USD 80,000 - 110,000; Full time

Job summary

BankUnited is seeking a Documentation and Training Analyst to meticulously document operational procedures by leveraging existing documents, process maps, observations, and customer feedback, in collaboration with stakeholders.

You will develop process training modules to boost operational efficiency and effectiveness, build forms, templates, flowcharts, and checklists, and validate content with process owners and SMEs, ensuring updates are properly approved and reviewed.

Qualifications

• Bachelor's degree or equivalent required.
• 4+ years documenting procedures in policy settings.
• 4+ years designing and delivering training programs.
• Experience in eLearning development preferred.
• Banking industry experience preferred.

Responsibilities

• Build and maintain productive partnerships with first and mid-level managers, as well as the process improvement team to ensure procedures and training content are aligned with business initiatives.
• Document operational procedures utilizing existing documentation, process maps, department/employee observation, management collaboration, and/or customer feedback (internal/external).
• Design and develop forms/templates, quick reference guides, process flowcharts, diagrams, and checklists to support operational procedures.
• Consult with appropriate process owners, users, and subject matter experts to validate process flow and communicate best practices.
• Ensure guidelines are followed for the development of new procedures and updates to existing ones.
• Verify standardized templates are used to document all procedure development and updates.
• Ensure all procedures are approved by the appropriate process owners.
• Ensure established periodic review of procedures is performed by respective process owners.
• Develop training modules supporting defined process flow, compliance requirements, corporate policy, and performance expectations.
• Performs needs analysis to design overall training plans within a unit.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

Skills

Documentation

Training design

Process mapping

Stakeholder collaboration

Regulatory compliance

eLearning development

Education

Bachelor's degree or equivalent

Job description

JOB SUMMARY

Documentation and Training Analyst is responsible for meticulously documenting operational procedures through various sources, such as existing documentation, process maps, employee observations, and customer feedback by collaborating with stakeholders. Also responsible for developing process training modules to support operational efficiency and effectiveness.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Build and maintain productive partnerships with first and mid-level managers, as well as the process improvement team to ensure procedures and training content are aligned with business initiatives.
• Document operational procedures utilizing existing documentation, process maps, department/employee observation, management collaboration, and/or customer feedback (internal/external).
• Design and develop forms/templates, quick reference guides, process flowcharts, diagrams, and checklists to support operational procedures.
• Consult with appropriate process owners, users, and subject matter experts to validate process flow and communicate best practices.
• Ensure guidelines are followed for the development of new procedures and updates to existing ones.
• Verify standardized templates are used to document all procedure development and updates.
• Ensure all procedures are approved by the appropriate process owners.
• Ensure established periodic review of procedures is performed by respective process owners.
• Develop training modules supporting defined process flow, compliance requirements, corporate policy, and performance expectations.
• Perform needs analysis to design overall training plans within a unit.
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

QUALIFICATIONS

Education

• Bachelor's Degree or equivalent required

Experience

• Minimum 4 years in policy and procedures documentation required
• Minimum 4 years of experience designing/developing training modules and delivering training required
• Experience in developing eLearning training preferred
• Experience within the banking industry preferred

Knowledge, Skills, and Abilities

• Excellent written and verbal communication skills.
• Ability to analyze complex, large scale processes and simplify into defined steps and tasks.
• Knowledge of process improvement methods.

Additional Information

• Candidates residing in locations within BankUnited's footprint may be given preference.

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