The Digital Channels team is hiring a Business Analyst to join our highly engaged and efficient project team to help build the next generation of our Wealth Management’s online experience for clients, on both desktop and mobile. The main objective of this role will be to compare client data across a wide range of sources to help the project team determine which data to display to clients. Other tasks will include detailed requirements analysis, documenting processes, use-case definition, test planning and execution, process design, and professionally presenting findings (high-quality materials and presentation).
Key to success in this role is natural analytical way of thinking combined with the ability to quickly develop strong working relationships with a large group of key players. This BA will work cross-functionally with multiple project teams, front-line producers, clients, technology, operations and vendors.
- This is a 12-month Contract to Hire Position -
First Republic is an ultra-high-touch bank that provides extraordinary client service. We believe that one-on-one interactions build lasting relationships. We move quickly to serve our clients’ needs so that their financial transactions are handled with ease and efficiency. Client trust and security are paramount in our line of business. Ultimately, our goal is unsurpassed client satisfaction which will lead to personal referrals – our number one source of new business.
Develop a detailed end-to-end understanding of the applicable Wealth Management data as well as its data sources to be used in the development of the Bank’s Wealth management website and mobile app.
Develop detailed use cases and documentation of client interactions and related system processes/ interfaces. Includes working as an effective liaison between the front office, business units, operations and technology to ensure that client needs are addressed while maintaining alignment to the Bank’s goals and strategy.
Develop deep understanding of business clients’ use of online banking and brokerage. Document general and segment-specific use cases, requirements and associated communication materials for satisfied, target and gap functionality. Accurately solicit and represent the “voice of the customer” where required.
During the implementation phase of the project, work directly with developers and integration specialists to design, configure and test applications to ensure functionality is delivered as expected and as described in the business requirements.
Ability to plan and work with little direct supervision effectively in a highly complex, entrepreneurial and (often) high pressure environment.
Given the Bank’s delivery of many technology solutions and related services through third parties, a significant part of these activities involves working closely and effectively with multiple third parties.
Perform duties & responsibilities specific to department functions & activities or as assigned by supervisor.
Participate in the development of department policies and/or procedures and assist with client specific projects as assigned.
Responsibilities include the following: 1) adhering to and complying with the applicable, federal and state laws, regulations and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.) 2) adhering to Bank policies and procedures, 3) completing required training, 4) identifying and reporting suspicious activity to the AML Officer, and 5) knowing and verifying the identity of any customer(s) that enters into a relationship with the Bank.