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- Willingness and ability to exhibit Wellby Core Values every day.
- Works purposefully and is driven to provide the best member and team member experience.
- Work closely with cross-functional teams from PMO, Retail, Lending, Marketing, Risk, and Compliance to gather and document business, functional, and technical requirements for Symitar, digital platforms (SaaS), and banking operation technical processes.
- Analyze requirements to identify opportunities for efficient processes.
- Proactively identify opportunities for process improvement within the organization's systems and procedures. Implement innovative solutions to streamline workflows and enhance operational efficiency.
- Collaborate with IT teams to integrate disparate systems and optimize software applications for maximum performance.
- Create and maintain Requirements Traceability Matrix to align business needs and technical solutions throughout the project lifecycle.
- Develop comprehensive test cases and perform data validations using data exports and associated test cases. Ensure accuracy and reliability of banking processes.
- Utilize data analysis techniques to extract meaningful insights from various data sources.
- Conduct in-depth analysis of changes to business processes, product strategies, and platform configurations. Identify areas for improvement and make recommendations for enhancements.
- Lead cross-functional groups of stakeholders from PMO, Retail, Lending, Marketing, Risk, and Compliance through analysis results, effectively communicating findings and recommendations to drive informed decision-making.
- Conduct regular audits and assessments of technical processes to verify compliance with internal policies and external regulations.
- Evaluate new technologies and vendor solutions to assess their suitability for meeting business requirements.
- Provide training and support to end-users on new systems, features, and functionalities.
- Identify potential risks and vulnerabilities within existing systems and processes.
- Develop project plans, allocate resources, and track progress to ensure successful project outcomes.
- Maintain accurate documentation of technical specifications, system configurations, and procedural guidelines.
- Utilize strong verbal and written communication skills to convey complex technical concepts to both technical and non-technical stakeholders. Maintain clear and thorough documentation of requirements, analysis findings, and project progress.
- Collaborate effectively with business analysts, Symitar programmers, and change management specialists to drive project success. Serve as a high-performing team member, demonstrating leadership qualities and promoting a culture of continuous improvement.
- Foster a positive and engaging work environment for team members.
- Perform any other duties as assigned.
- Knowledge of Wellby's organizational functions, and general operating policies and procedures.
- Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.
- Knowledge of Microsoft Office Suite (e.g., Word, Excel, Outlook, PowerPoint), Symitar Episys EASE, Banno online banking, website functional capabilities, digital platform integrations (APIs).
- Knowledge of financial industry standards for data security and regulatory requirements.
- Knowledge of Change Management practices
- Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio/video, Microsoft Teams, Zoom Video Communications, and adding machines
- Skilled in translating business needs into technical solutions using strong analytical processes.
- Skilled in operating Symitar Core platform and digital banking tools, or similar platforms.
- Ability to lead with a proactive and results-oriented approach to problem-solving and decision-making
- Ability to effectively engage and influence stakeholders at all levels with excellent communication and interpersonal skills.
- Ability to communicate clearly and concisely, orally and in writing.
- Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision and establish and maintain effective working relationships with other team members.
- Ability to coordinate several activities simultaneously.
- Ability to use research to resolve issues and escalate issues as needed
- Ability to create business, functional, and technical requirements using a Requirements Traceability Matrix.
- Ability to develop test cases, execute testing scenarios, and documenting results
- Ability to work both independently and collaboratively to achieve team success
- Ability to apply business practices and acumen to internal customer requests to validate alignment with organization goals
- Ability to occasionally travel between Wellby Financial facilities as needed (10% or less)
- The team member performs a moderate number of routine and generally related tasks without supervisory direction.
- Instructions to the team member may be general or specific in nature.
- Courses of action are determined by established procedures and/or the Digital Manager
- The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.
- Tasks may occasionally have to be coordinated, integrated, and/or prioritized.
- The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform the essential functions.
- To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending to possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing and via telephone. Some degree of stress results from contact with management and other team members.
- The ability to observe details at close range (within a few feet of the observer).
- Must be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.
- The noise level in the work environment is usually moderate.
- Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.
- Bachelor's degree in Computer Science, Information Systems, Business Administration, or related field required
- Minimum three (3) years' experience in business analysis, requirements management, or process optimization required
- Minimum three (3) years' experience in the financial services industry preferred
- Minimum two (2) years' experience in Symitar, digital platforms (SaaS), and banking operation technical processes preferred
- Experience with Jack Henry product suite preferred
Technical Process Analyst - Webster, United States - Wellby
Description
It's fun to work in a company where people truly BELIEVE in what they're doing
We're committed to bringing passion and customer focus to the business.
Position Summary
The Technical Process Analyst is responsible for driving efficiency and innovation within our technology stack. This role collaborates closely with cross-functional business stakeholders to gather, analyze, and refine business, functional, and technical requirements, with a focus on optimizing banking processes for our members. Expertise in Symitar, digital platforms (SaaS), and banking operations will be instrumental in shaping our platform configurations and product strategies to deliver exceptional member experiences.
Principle Duties and Responsibilities
This is a Full-Time, Salary(exempt) role.
Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.
Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email or call for assistance.
Disclaimer
The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish an employment contract and are subject to change at the discretion of the Company.