Operations Services - Business Analyst

TITLE: OPERATIONS SERVICES - BUSINESS ANALYST
STATUS: EXEMPT
REPORTS TO: SUPERVISOR - OPERATION SERVICES
DEPARTMENT: OPERATIONS SERVICES
JOB CODE: 11851

PAY RANGE: $70,400.00 - $73,000.00 ANNUALLY

GENERAL DESCRIPTION:

The Business Analyst, User Acceptance Testing for Service Operations, will support the Director in ensuring the overall quality of systems within Service Operations. This role involves collaborating with various teams to develop and execute UAT strategies, plans, and activities specific to Service Operations. The Business Analyst will also focus on continuous improvement initiatives and act as a liaison between business, project, and technology stakeholders.

TASKS, DUTIES, FUNCTIONS:

• Support UAT Strategy Development: Assist in developing and refining the UAT strategy, methodology, and framework for Service Operations.
• Test Planning and Execution: Collaborate with project managers, business analysts, and development teams to define UAT scope, objectives, and timelines. Develop and execute test plans, including test case development, test execution, defect tracking, and resolution.
• Service Pack Testing: Assist in planning and executing service pack testing for all of Service Operations, ensuring that updates and patches are thoroughly tested before deployment.
• Continuous Improvement: Identify areas for improvement in UAT processes and implement best practices, tools, and techniques.
• Stakeholder Communication: Act as a point of contact for UAT-related communications, providing updates to stakeholders on progress, risks, and issues.
• Governance and Compliance: Assist in building and maintaining a governance model for UAT activities within Service Operations, ensuring compliance with regulatory requirements and internal policies.
• Training and Mentorship: Provide guidance and mentorship to junior UAT team members and other stakeholders on UAT principles and practices. Participate in cross-training initiatives to ensure staff are well-versed in various aspects of UAT and Service Operations.
• Tool Utilization: Ensure the proper usage of available testing tools to maximize the effectiveness of UAT efforts.
• Project Participation: Participate in projects related to Service Operations products and services, including ACH, Checks, Wires, Treasury Management, Digital Banking, Deposit Account Servicing, and Consumer Loan Processing.
• System Analysis: Conduct analysis of system health and performance, identify gaps, recommend solutions, and provide multi-level communications on system-related information.
• Vendor Management: Function as a liaison with vendors, business, and IT teams to document issues and follow up until resolution.
• Testing Support: Provide testing support for both Quality Assurance (QA) and Business User Acceptance Testing (UAT) phases, including test planning, script documentation, and scheduling of unit, integration, functional, QA, and user acceptance testing.
• Research and Analysis: Complete research, analysis, and recommendations on system changes, efficiencies, and suggested services from vendors.
• System Troubleshooting: Assist in system troubleshooting calls with vendors in relation to payments systems upgrades, implementations, setting changes, and issues.
• Professional Analytics: Provide detailed professional analytics on products and services to Senior Management and project teams as applicable.
• RFP Analysis: Assist with RFP cost, benefit analysis, and propose responses to various RFP concerns.
• Requirements Translation: Translate business requirements and objectives into system requirements for technical staff.
• Technical Documentation: Interpret technical designs and vendor specification documentation.
• Program Documentation: Develop and maintain applicable program documents.
• Regulatory Compliance: Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance, including bank secrecy and anti-money laundering laws appropriate to the position.
• Relationship Management: Develop and maintain working relationships with all levels of management, peers, and subordinates, both internally and externally with peers and vendors, to accomplish credit union strategic goals.
• Additional Duties: Perform any other duties or special requests assigned.
• Training Support: Assist with training junior staff and other areas as needed.

PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASK:

1. Hand-eye coordination required for reading, posting, and settling numerous complex general ledger accounts and or account related issues.

1. Must possess sufficient manual dexterity to skillfully operate an on-line computer terminal and other standard office equipment including an adding machine, personal computer, facsimile, copy machines and telephone.

1. Effective oral and written communication skills required to train, make general ledger entries, prepare reports, constructively follow up on member inquiries and perform other related tasks.

1. Makes sound decisions in the absence of detailed instructions.

1. Plans and organizes work with little or no assistance and requires minimal supervision.

ORGANIZATIONAL CONTACTS & RELATIONSHIPS:

1. INTERNAL: All levels of staff and leaders across departments, throughout the credit union.
2. EXTERNAL: Vendors, partners, and consultants.

QUALIFICATIONS:

1. EDUCATION: Successful completion of a high school diploma is required. An Associate’s degree is required; additional experience may be considered in lieu of degree.
2. EXPERIENCE:  

• 4+ years of relevant experience in business analysis and user acceptance testing. Experience in collaborating with cross-functional teams. Project participation, including management and coordination of projects, is a plus.
• Experience in the analysis and development of financial services, including systems, is desired.
• Financial institution experience is a plus.
• Experience with Golden 1’s key vendors and products such as Fiserv (DataSafe, DNA) is a plus.

KNOWLEDGE / SKILLS:

1. Strong understanding of UAT methodologies, tools, and best practices.
2. Excellent communication and interpersonal skills.
3. Proven ability to manage multiple projects and priorities in a fast-paced environment.
4. Strong analytical and problem-solving skills.
5. Experience with test management tools and software development lifecycle (SDLC) processes.
6. Familiarity with test automation frameworks and tools is a plus.
7. Strong attention to detail and accuracy in handling financial transactions.
8. High level of awareness and vigilance in identifying potential fraudulent checks.
9. Excellent oral, written, and interpersonal communication skills.
10. Proficient computer skills and software experience.

PHYSICAL REQUIREMENTS:

1. Prolonged sitting throughout the workday with occasional mobility required.
2. Corrected vision within the normal range.
3. Hearing within normal range. A device to enhance hearing will be provided if needed.
4. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc.

LICENSES / CERTIFICATIONS:

1. Certifications:

1. • Certified Business Analysis Professional (CBAP) or equivalent is desired.
   • Certified ScrumMaster (CSM) desired.

THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES.

REV. 4/25/2025

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.

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