Greenleaf Trust · 12 hours ago
Business Analyst - Client Centric Team (Kalamazoo, MI)
Kalamazoo, MI
Full-time
Onsite
Entry, Mid Level
2+ years expGreenleaf Trust N.A. is dedicated to providing comprehensive wealth management services and trust administration. The Business Analyst will partner with leadership to improve client service and wealth management systems, manage software applications, and enhance business processes through strategic decision-making and collaboration with various stakeholders.
FinanceFinancial ServicesWealth Management
Responsibilities
Gain in-depth understanding of division business strategy, processes, and services
Serve as the primary CCT systems administrator by maintaining and supporting all software applications assigned
Maintain a current knowledge of business operations and all software applications assigned
Address system/application issues with key stakeholders, including leadership, development teams, BIS, and end users
Benchmark industry leading client service and wealth management systems/applications to identify improvement opportunities
Drive the strategic decision-making process related to client service and wealth management systems/applications, along with BIS, to identify gaps and enhancement opportunities
Assists in the analysis, design, and development of a roadmap and implementation plan based upon a current vs. future state in a cohesive technology architecture viewpoint
Partner with leadership and the BIS data management team members to review and analyze the effectiveness and efficiency of existing business processes and applications, map data used within processes and applications and develop strategies for improving processes to further leverage existing applications and data
Support team leads and others in collaboration, communication, and facilitation of change
Support and facilitate the testing/implementation of new and existing software applications under development or consideration
Facilitate and maintain documentation on processes, policies, and application configuration for proper compliance posture
Facilitate and adhere to application change management procedures
Facilitate the training and onboarding as well as assist the training team in delivering end user training
Keep well-informed of new application features and functionality and proactively provide recommendations for process improvements to users
Support existing interfaces and reports
Provide communication to affected users on upcoming changes such as release notes, patch notifications or upgrades and outages
Troubleshoot system issues and manage helpdesk tickets according to the BIS service standards for all systems/applications assigned
Set up and maintain user logins and password reset requests for all systems/applications assigned
Review invoices for accuracy prior to processing for all systems/applications assigned
Serve as subject matter expert (SME) on specified divisional projects
All other duties as assigned
Qualification
Required
Bachelor's degree in finance, accounting, business administration, computer science, or related field of study and a minimum of 2 years of banking process improvements or equivalent education and experience required
Possesses understanding of application programming, database and system design
Advanced knowledge of Microsoft Excel required
Proven experience in process re-engineering
Proven success in managing multiple tasks and deadlines
Strong facilitation, project management and mentoring experience
Proven strong conceptual, analytical and problem-solving ability
Proven experience learning business processes and industry specific requirements to apply systems and tools to build more efficient processes
Strong customer service skills
Demonstrated ability to work with users on defining needs and addressing issues
Strong interpersonal and communication skills
Demonstrated ability to collaborate within a team environment
High ethical standards
Strong desire to achieve impactful outcomes
Strong work ethic and team orientation
Highly self-motivated, directed and reliable
Strong organizational skills with a strong attention to detail
Exceptional interpersonal skills, with a focus on rapport-building, listening, and questioning skills (“people skills”)
Positive
Proactive
Assertive
Ability to elicit cooperation from a wide variety of sources
Excellent understanding of the organization's goals and objectives
Proven experience at working both independently and in a team-oriented, collaborative environment
Adept at conducting research into technology-related issues
Must be able to learn, understand, and apply new technologies
Project management skills extremely beneficial
Preferred
Knowledge of banking/trust systems
Exposure to or experience with coding language, including VBA and SQL
Company
Greenleaf Trust
Greenleaf Trust provides holistic perspectives and solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2011-12-10Equity Crowdfunding
Leadership Team
M
Michael F. Odar
CEO and President
Recent News
GlobeNewswire
2026-01-16
DBusiness Magazine
2024-04-06
2024-04-06
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