About the role
- Role
- Operations associate or manager
- Seniority
- Associate
- Type
- Regular full-time
The Operations Process Analyst helps improve how work gets done across the bank. This position works with employees and departments to understand current processes, identify practical improvements, and help implement changes that reduce manual effort, improve consistency, and support strong controls. The Analyst works closely with business teams, Technology, Compliance, and the Business Process Automation Engineer.
Key Responsibilities- Meet with employees and leaders to understand how work is performed today and where problems or delays occur.
- Document processes, business requirements, decision points, and important controls in clear language.
- Help simplify and standardize processes before technology or automation is applied.
- Recommend practical improvements that balance efficiency, customer service, risk, and regulatory requirements.
- Work with the Business Process Automation Engineer and Technology teams to turn business needs into workable solutions.
- Coordinate business testing and help confirm that solutions meet the intended need.
- Support procedures, training, communications, and implementation so employees are prepared for changes.
- Track results, gather feedback, and identify opportunities for continued improvement.
- Maintain current process maps, requirements, and supporting documentation.
- Associate's or bachelor's degree in business, operations, technology, finance, or a related area, or equivalent practical experience.
- Three or more years of experience in banking operations, business analysis, process improvement, project work, or a related field.
- Strong problem-solving, communication, organization, and facilitation skills.
- Ability to understand both the broad business need and the details of how work is completed.
- Ability to work effectively with employees across different departments and levels of the organization.
- Comfort learning new processes, systems, and technology.
The following experience is helpful but not required. Candidates do not need to meet every item to be considered.
- Banking or financial services experience.
- Process mapping, procedure writing, project coordination, testing, or change support.
- Microsoft 365, Nintex Process Manager, Power Platform, or similar business tools.
- Experience in a regulated environment.
- Processes are easier to understand, follow, and support.
- Requirements are clear enough for technical teams to build the right solution.
- Changes are introduced with appropriate controls, testing, documentation, and training.
- Improvements produce measurable reductions in manual work, delays, errors, or rework.
Works with employees and leaders across the bank, including Operations, Technology, Information Security, Compliance, Risk, Training and Development, and other business areas.
General ExpectationsEmployees are expected to protect confidential information, follow bank policies and security requirements, complete required training, and perform other reasonable duties related to the position.
Posted on Investment Management Group’s careers site and shown here in full, as the firm wrote it. Open the original posting