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Senior Business Analyst 1

hace 2 meses


San Juan, Puerto Rico Popular A tiempo completo
Job Type

Full Time Exempt

General Description

The Senior Business Analyst is responsible for collaborating with stakeholders and SME’s (e.g. Regions, ITO, Digital, Transformation, Retail, Commercial) in the definition, development, and implementation of digital solutions and tools (Salesforce and DocuSign) across the commercial credit segments, lead the efforts for process improvements for commercial clients, prospects and bankers, from start to finish. Additionally, the role will serve as liaison and have an active participation in the creation of some reports, dashboards and other visualizations in Salesforce and Power BI. This role is responsible for managing the digital commercial credit origination platform (customer facing) and its internal workflows. This role will directly interact with Division Managers, segment managers and other leaders

Essential Duties and Responsibilities

•    Gather business requirements by interviewing stakeholders, observing and mapping business processes, reviewing existing documentation, and writing user stories/features. 
•    Stay updated on industry trends and emerging technologies in relevant tech solutions and tools including, but not limited to Salesforce and DocuSign.
•    Serve as direct liaison between the business lines, Credit, ITO and Business Banking as it relates to the development of new workflows, processes and procedures.  
•    Lead efforts to document and prioritize requirements (backlog) to ensure they meet the business's and stakeholders' needs.
•    Lead agile ceremonies and active participate as the business SME on the full development cycle on Salesforce. 
•    Active participate and lead QA and UAT efforts for various digital applications. 
•    Design, coordinate and complete change management related efforts. 
•    Responsible for leading and coordinating efforts related to the day-to-day business support of the commercial modules within Salesforce and DocuSign. 
•    Design manuals, SOP’s and provide training to users regarding new processes, developments and/or applications updates.
•    Assist and actively participate in developing strategies to increase “assisted digital sales” (OKR)
•    Write content in Spanish and English for proposals, presentations, letters, emails, and documentation of internal and external channels, weekly documentation and carrying out the process of reviews and approvals between the respective units.
•    Support in the design and construction of dashboards and reports using Power BI and Salesforce that effectively communicate key performance indicators and trends.
•    Provide ongoing support and training to end-users on Salesforce, Power BI functionality, best practices, and data visualization techniques.
 

Education

Bachelor’s degree in Business Administration, Accounting, Finance, Industrial Engineering, or a related field, preferred.

Experience
  • At least five (5) years of related experience, preferably in the banking industry, Salesforce, Power BI or commercial credit.
  • Experience managing projects.
     
Other Qualifications

•    Knowledge of commercial products and services.
•    Excellent written and verbal communication skills in English and Spanish. 
•    Ability to review and write communications understanding and anticipating the needs of the commercial clients.
•    Proficiency in MS Office 365 including Excel, Word, and PowerPoint. 
•    Ability to design and implement complex spreadsheets, analyze data, and provide insights that drive business decisions. 
•    Excellent interpersonal and teamwork skills. 
•    Ability to lead and facilitate projects from start to finish.
•    Ability to establish assertive and agile communication between teams to achieve the implementation of projects. 
•    Initiative and judgment to find solutions and make decisions. 
•    Capable of working under pressure and complying with deadlines. 
•    Ability to work with multiple tasks simultaneously and attention to detail. 
•    Ability to work on a team and with little supervision
 

Region Locations

Popular Center, San Juan, PR

Work Schedule

Hybrid work schedule

Monday to Friday

Flexibility to work non-business hours, Saturdays, Sundays, and holidays when needed.

ValuesPassion for PeopleSucceed TogetherOwn Every MomentBuild the Future

Important: The candidate must provide evidence of academic preparation or courses related to the job posting, if necessary.

 

ABOUT US

Popular is Puerto Rico’s leading financial institution and have been evolving since it was founded over a century ago. From a small bank it has developed into a large corporation that offer a wide variety of services and financial solutions to our customers, with presence in the United States, the Caribbean and Latin America.

As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our employees to innovate, reach for the right solutions and strongly support the communities we serve; therefore, we value their diverse skills, experiences and backgrounds.

We reaffirm our commitment to always offer essential financial services and solutions for our customers and communities, including during emergency situations and/or natural disasters. Popular’s employees are considered essential workers, whose role is critical in the continuity of these important services even under such circumstances. By applying to this position, you acknowledge that Popular may require your services during and immediately after any such events.

If you have a disability or need more information about requesting an accommodation, please contact us at asesorialaboral@popular.com. This email inbox is monitored for such types of requests only. All information you provide will be kept confidential and will be used only to the extent required to provide needed exemptions or reasonable accommodations. Any other correspondence will not receive a response.

 

Are you ready for a rewarding career?

 

Popular is an Equal Opportunity Employer
Learn more about us at www.popular.com and keep updated with our latest job postings at www.jobs.popular.com.
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