Treasury Management BA: Optimize Onboarding & Operations

First American; Santa Ana (CA); Vor Ort; USD 74.000 - 99.000; Vollzeit

Benefits dieser Stelle

Medical benefits

Dental & Vision

401k

Paid time off

Zusammenfassung

First American is seeking an experienced Business Analyst to support Treasury Management, bridging between operations, product, technology, and client services. You will analyze processes, implement improvements, and support onboarding, online banking, ACH, wires, and reporting solutions.

Ideal candidates bring 2–5 years in business analysis within banking or financial services, strong problem‑solving and data skills, and the ability to translate client needs into practical workflow changes.

Qualifikationen

• BA/BS degree or equivalent work experience.
• 2-5 years of directly related experience in business analysis, commercial banking, Treasury Management, banking operations, financial services, or a similar field.
• Strong analytical and problem‑solving skills with the ability to identify root causes and develop practical solutions.
• Ability to understand, analyze, and document complex business processes and operational requirements.
• Ability to interview business partners, formulate questions, gather requirements, and develop a thorough understanding of business and customer needs.

Aufgaben

• Analyze Treasury Management processes and workflows to identify inefficiencies, operational gaps, manual workarounds, control opportunities, and areas for improvement.
• Support the implementation and ongoing administration of Treasury Management products and services.
• Analyze customer and business requirements and help develop practical solutions for Treasury Management service needs.
• Support Treasury Management capabilities such as online banking, ACH services, wire services, positive pay, remote deposit capture, account reporting, file transmission, and other commercial banking services.
• Partner with New Accounts, Client Services, Operations, Product, Technology, Risk/Compliance, Relationship Management, and other stakeholders to improve the delivery and support of Treasury Management services.
• Assist with complex customer implementations, service configurations, and changes to existing Treasury Management relationships.

Kenntnisse

Business analysis

Banking operations

Treasury Management

Data analysis

Excel

Communication

Problem solving

Ausbildung

BA/BS degree

Tools

Prelim platform

Low-code/no-code tools

Workflow automation

Excel

Jobbeschreibung

First American is seeking an experienced Business Analyst to support Treasury Management, bridging between operations, product, technology, and client services. You will analyze processes, implement improvements, and support onboarding, online banking, ACH, wires, and reporting solutions.

Ideal candidates bring 2–5 years in business analysis within banking or financial services, strong problem‑solving and data skills, and the ability to translate client needs into practical workflow changes.