Banking Operations & Process Analyst

SUMMARY

The Banking Operations & Process Analyst is a member of the Deposit Operations team which oversees account origination and maintenance functions across the bank. This role is new to the bank and intended to help optimize connectivity between banking platforms, transaction systems and client facing touch points. The analyst evaluates how work is performed and how systems support that work, ensuring workflows are standardized, clearly documented, and aligned with operational execution, regulatory expectations, and audit standards. We are looking for an individual that can help bridge our product, service and operations teams leveraging data to help continue to improve our client experience.

ESSENTIAL FUNCTIONS

• Evaluate, design, configure and implement system settings, workflow structures, automation rules, routing logic, document requirements across multiple banking systems and platforms.
• Establish and maintain documentation and mapping of processes within Operations and across related business functions where workflows intersect.
• Collaborate with system owners, vendors, and business partners to understand workflow impacts, system behavior, and cross-functional dependencies.
• Analyze system, workflow, documentation or process issues; determine root cause; evaluate available options; and recommend or implement solutions that improve efficiency, accuracy service quality, regulatory alignment, and control effectiveness.
• Build working knowledge of Banking Operations processes and how they integrate with other operational areas, including account origination, servicing, and support functions.
• Provide guidance to operational teams on workflow standards, documentation expectations, system use, process changes, and implementation requirements.
• Maintain process documentation, procedural guides, and system reference materials to ensure consistency and accuracy.
• Identify opportunities to reduce manual effort, improve workflow clarity, strengthen controls, enhance system utilization, and support consistent execution across appropriate lines of business.
• Analyze business needs and translate them into system, workflow, and documentation requirements, determining appropriate solutions and implementation approaches.

GENERAL QUALIFICATIONS

• Knowledge & Experience: Experience in banking operations, systems support, workflow analysis, process improvement or related operational roles.
• Strong analytical, documentation, and problem-solving skills.
• Interest in systems, workflows, and process improvement.
• Familiarity with banking operations and how business functions interact is preferred.
• Exposure to banking, workflow, document management, account origination, or vendor-supported systems is beneficial, particularly Prelim, Q2, OnBase, DocuSign, Horizon XE, ChexSystems, or similar banking/operational platforms.
• Ability to learn complex systems and understand workflow dependencies.
• Effective communication and collaboration skills across teams.
• Demonstrated ability to collaborate across departments, influence process decisions, and support change adoption in a regulated banking environment.
• Strong attention to detail, organizational skills, follow-through, quality focus, and ability to manage multiple priorities involving systems, workflows, documentation, testing, and process improvement.

Cognitive Requirements

• Learning, thinking, concentration, ability to exercise self-control, ability to work in a customer relations’ environment.
• Pay close attention to detail and be able to work as a member of a team.
• Interact effectively with co-workers and customers, and exercise self-control and diplomacy in customer and employee relations’ situations.
• Exercise discretion as well as appropriate judgments when necessary.