A leading Bank is seeking a hands-on Senior Business Analyst to drive data-driven insights, process optimization, and digital workflow modernization across the bank’s Retail, Commercial, Corporate, Treasury, Payments, and Digital Banking businesses. This role is responsible for analyzing customer, product, and operational data; designing scalable business processes; and partnering across business lines, Operations, Technology, Risk, and Compliance to deliver measurable improvements in customer experience, operational efficiency, and portfolio performance.
Salary: Up to 225k base + bonus
Location: Midtown NYC (or LA or San Jose or Dallas)
Visa sponsorship is NOT AVAILABLE
Responsibilities
- Analyze customer, product, and operational data across Retail, Commercial, and Corporate Banking to identify trends, opportunities, and performance gaps.
- Build dashboards, KPI frameworks, and executive reporting that track portfolio health, customer behavior, lending performance, treasury services utilization, branch/channel performance, and digital adoption.
- Define and track outcome-based KPIs for all initiatives, including deposit growth, lending efficiency, treasury product adoption, digital engagement, and risk reduction.
Process & Workflow Optimization
- Map and redesign end-to-end workflows across deposits, lending, treasury services, payments, FX, onboarding, servicing, fraud/exception handling, and digital channel journeys.
- Identify automation opportunities to reduce manual work, improve straight?through processing, and enhance customer experience across both Retail and Commercial operations.
- Support enhancements to online, mobile, and commercial digital platforms by analyzing usage patterns, friction points, and feature adoption.
Qualifications
- Bachelor’s degree in Business, Information Systems, Finance, Engineering, or related
- 7+ years of experience in business analysis, process design, or workflow transformation within Retail, Commercial, Corporate, or Treasury Banking
- Strong domain knowledge in deposits, consumer lending, commercial lending, treasury services, payments, FX, onboarding, servicing workflows, and digital banking
- Proficiency in business analysis methodologies: BPMN process modeling, use case development, user stories, functional specifications, and data flow mapping
- Experience with banking analytics, including KPI design, dashboarding, segmentation, portfolio analysis, and customer behavior insights
- Understanding of core banking systems, treasury platforms, payment rails, FX engines, and digital banking systems (FIS, Fiserv, Temenos, Thought Machine, or similar)
- Strong experience with SQL and Power BI (or Tableau)