Job Description

Job Description

WHITEFISH CREDIT UNION

POSITION DESCRIPTION

Position Title: Business Systems Analyst

Organizational Relationships : Reports to Business Systems Manager

Supervisory Responsibilities : N/A

General Function : The Business Systems Analyst is a member of our Business Systems Team within IT and is responsible for optimizing efficiencies throughout the organization by performing process evaluation, software configuration and implementation of new applications to our suite of banking solutions. Provides tiered support of banking software systems including enhancements to existing systems.

Position Functions :

• Work directly with the business units and staff, along with other IT analysts, on processes, user experience and technical requirements related to a prioritized initiative, feature, fix or project.
• Act as a Tier 3 technical support liaison for problem tickets to address issues with banking solutions or the research and troubleshooting of the existing system configuration and automation processes.
• Partner, as needed, with other team members to implement the technical specifications, including system configuration, system parameter setup, report creation, form/document creation, system security, third party system interfaces, product/system technical documentation, compliance, etc.
• Work closely with other Business System team members to identify departmental process improvement opportunities, develop innovative solutions to streamline processes, and improve productivity.
• Work with Project Management as a key stakeholder and guiding light for technical and operational needs related to the backing solutions.
• Partner with the business unit management, or assigned project manager or coordinator, on all Requests For Proposal (RFP) for new products or services when the Credit Union is considering changing third-party vendors/partners.
• Use elicitation techniques to gather information at the right level of detail and scope to represent all the stakeholder’s needs.
• Develop and maintain project documentation to include requirement specifications, use case diagrams, flow charts, and other visuals to facilitate an understanding of system processing and changes required.
• Develop and maintain an understanding of relevant industry standards, best practices, business processes and technology used within related business areas to ensure compliance with policy, vendor contractual requirements, procedures, processes, and standards.
• Review release notes from current business systems looking for new functionality that the business unit area could leverage, as well as potential business or workflow impediments.
• Help develop programing requests and requirements for in-house developers and programmers.
• Maintain knowledge of technical solutions being used by the enterprise as well as an understanding of how business processes are leveraging those technologies.
• Develop and maintain internal department procedures and documents to provide a high level of application integrity and availability and to ensure timely, effective support.
• Utilize knowledge of technological systems and industry standards to analyze current processes to design, develop, implement, and support new technical banking solutions or enhancements to existing solutions, maximizing efficiencies throughout the organization.
• Research, evaluate, and make recommendations concerning new third-party products or industry trends and the potential application and impact to existing or new banking software systems.
• Act as the technical liaison for all teams across the organization to provide support/guidance on function, features and usage of the banking solutions.
• Document process improvement methods by creating process life-cycle, operational procedures, implementation guides, support guides and technical docs.
• Involved in the evaluation, testing, planning and implementation of Business Continuity and Disaster Recovery for the organizations banking solutions.
• Involved with the implementation, modification, communication, training, and support of the automated processes within OpCon.
• Participate in an after-hours on-call rotation to resolve critical nightly processing issues.
• Serve as a backup to the Business Systems Administrator(s) and Business Systems Analyst(s) team members.
• Report to work on time and as scheduled.
• Perform other duties as assigned.

Position Requirements :

• Possession of general math skills.

• Proficiency in Microsoft Excel.

• Ability to be periodically available on an on-call basis to ensure availability of WCU systems, including nights and weekends as needed, which may include holidays or non-standard business hours.

• Ability to communicate effectively in person, in writing and over the phone with all internal and external stakeholders. Courtesy and tact are essential.

• Ability and willingness to interact calmly and professionally with people from all backgrounds.

• Ability to multi-task, prioritize and organize day-to-day responsibilities with attention to detail and timeliness.

• Ability to follow oral and written instructions.

• Ability to work with others in an effective manner, listen well, share work-related information and be tolerant of others’ work styles.

• Competent with Microsoft Office; ability and willingness to work with a variety of office equipment and software systems.

• Ability to lift up to 15 lbs., with or without accommodation.

• Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.

• Follow all Whitefish Credit Union, Montana and Federal information privacy guidelines.

• Adhere to all Whitefish Credit Union policies and procedures.

• Protect Member and Whitefish Credit Union confidential information.

Required Education and Experience

• Bachelor’s degree or equivalent experience required.
• 3-5 years US banking/financial operational experience.
• 3-5 years technical analysis experience.
• 3-5 years implementing new technical solutions.
• 3-5 years customer support experience.
• 3-5 years credit union or banking software experience.
• Preferred experience:
  1. Symitar core system.
  2. Synergy document management system.
  3. MeridianLink (LoansPQ & XpressAccounts).
  4. Alkami digital banking.
  5. OpCon Automation Platform‎.

This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.