Serves as a liaison between business stakeholders and technical teams
Gathers and analyzes requirements
Documents business processes
Supports data-driven decision-making
Identifies opportunities for process improvement
Ensures accuracy in reporting
Contributes to successful project delivery
Provides recurring reporting and adhoc requests
Pulls basic data and creates simple analysis
Responds to internal client support requests
Works under general direction / supervision
Can work independently
Contributes to team knowledge-sharing and efficiency improvements
May require assistance with prioritization of work
Limited partner interaction across bank including line of business, Finance, Risk, and Technology
Supports senior team members in data validation and analysis
Developing relationship building ability and interpersonal skills
Developing influencing skills
Developing critical thinking skills
Can analyze simple issues with low complexity
Recognizes need to escalate issues in a timely manner

Bachelor's Degree (preferred) OR equivalent experience (required)
1+ years experience in business analysis, requirements gathering, or related role. (required)
Basic knowledge of MS Excel/PPT
Beginner database querying
Understanding of AI tools and prompting
Basic data visualization and data mining techniques
Basic project management skills
Basic knowledge of CRM platforms
Basic knowledge of corporate and LOB-specific regulatory processes including Know Your Customer (KYC), Anti-Money Laundering (AML), and Federal Reserve Y-14Q reporting
Data collection and validation to support reporting needs
Introductory knowledge of investment banking and commercial real estate products, revenue drivers, and deal lifecycles
Developing baseline understanding of business partner strategy
Building financial acumen

Eligible for incentive compensation which may include production, commission, and/or discretionary incentives

Business Analyst

Key skills