Business Analyst II

Position Summary

Principle Duties and Responsibilities

• Willingness and ability to exhibit Wellby Core Values every day.
• Works purposefully and is driven to provide the best member and team member experience.
• Maintains an understanding of business processes, supporting data, applications, and strategic direction.
• Assessing existing business processes, workflows, and systems to identify bottlenecks, inefficiencies, and areas for improvement. Developing recommendations and implementing changes to optimize processes and enhance the member experience.
• Evaluating potential risks and identifying mitigation strategies related to credit union operations, compliance, information security, and data privacy. Assisting in the development of risk management frameworks and policies.
• Performs troubleshooting when system and/or platform issues are reported.
• Collecting and analyzing member and team member feedback through surveys, frontline reports, reviews, and other means to create improvements and future innovations that provide a better experience to our members and meet the goals of the organization. May collect and analyze member behavior, financial performance, and market trends to identify patterns, trends, and opportunities.
• Organize and participate in roundtable discussions with other Business Analysts across the organization to drive alignment in strategic directions of our business goals.
• Collaborating with cross-functional teams, including operations, marketing, finance, and member services, to gather insights, share findings, and ensure alignment on business objectives and strategies and to obtain business decisions and requirements to deliver and increase efficiency and effectiveness.
• Help design, document, and maintain system processes.
• Proactively seeking opportunities to enhance credit union operations, products, and services through innovative ideas, market research, and industry benchmarking.
• Managing project tasks related to process improvements, system upgrades, product launches, or regulatory compliance. Coordinating project activities, timelines, and resources and ensuring successful project completion.
• Performs other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

• 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), Symitar Episys, Doxim ECM, Ensenta, MeridianLink, DocuSign, and OpenText.
• Knowledge in developing workflow visualizations through platforms like LucidChart or Visio.
• Knowledge of financial services, banking processes, regulatory requirements, and compliance.
• 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 understanding the credit union industry, its operations, and the specific needs of the organization.
• Skilled in data analysis, using tools such Excel or SQL, to identify trends, patterns, and insights that can drive decision-making and strategic planning.
• Skilled in identifying problems, analyzing complex situations, and proposing innovative solutions.
• 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 work collaboratively with cross-functional teams, build relationships, and manage stakeholder expectations. Strong interpersonal skills to navigate complex organizational dynamics and influence decision-making.
• Ability to map existing and future processes, identify inefficiencies, and propose improvements.
• Ability to conduct root cause analysis and develop practical solutions.
• Ability to coordinate several concurrent activities simultaneously.

Supervisory Responsibilities

• Team member does not have any supervisory responsibilities.

Complexity & Scope of Work

• 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 Core Delivery 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.

Physical Demands & Work Environment

• 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 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 the 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.

Minimum Qualifications

• Associate degree required.
• Bachelor’s degree in Business, IT, Finance, or another related field preferred.
• Minimum two (2) – four (4) years of business analyst experience, plus previous experience in a financial institution.
• Experience with data and/or database architecture preferred.
• Experience in aggregating information from disparate sources for management reporting preferred.
• Experience with process mapping and analysis preferred.
• Bondable

For All Candidates

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 careers@wellbyfinancial.com or call 281-226-1696 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 a contract for employment and are subject to change at the discretion of the organization.