What are the responsibilities and job description for the Business Analyst II position at Wellby?

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Position Summary

The Business Analyst II role is responsible for implementing solutions to automate and improve business processes, which is attributed to the overall member experience through business processes across core functions (retail branches, marketing, and technical support). This role focuses on optimizing member-facing solutions, ensuring functionality aligns with business needs and enhances member satisfaction. This role documents and analyzes current business processes, aligns them with the overall business strategy, and recommends innovative digital solutions. This role involves participating in key meetings, design sessions, and testing phases.

Principle Duties and Responsibilities

Willingness and ability to exhibit Wellby Core Values every day.
Works with purpose and is driven to provide the best team member experience.
Collect and analyze business objectives to guide improvements and develop requirements for initiatives.
Assist with Business Case development and Cost / Benefit analysis for projects.
Document current business processes and understand business strategy to recommend solutions aligned with business unit needs.
Prepare accurate requirement specifications, user interface guides, and functional specifications for training and procedures.
Lead key meetings with business teams, including design ideation sessions, system demonstrations, and user acceptance testing.
Create project tasks and collaborate with developers, QA, and business teams to verify solutions meet requirements.
Attention to product / project backlog, ensuring accountability for bugs, errors, and enhancements.
Setup and maintain configurations for cloud-based technology platforms.
Maintain and enhance workflows, functions, and configurations within the SaaS stack for improved efficiency.
Develop and maintain analytics through reports and dashboards, sharing data with stakeholders as relevant.
Develop and maintain training and procedural documentation and materials.
Provide support for application-related issues.
Communicate effectively with internal teams to deliver functional requirements such as wireframes, mock-ups, and design specifications.
Implement product deployments and / or upgrade plans based on defined functional and technical roadmaps.
Stay informed on vendor and product releases, enhancements, and emerging technologies; effectively communicate updates and their impacts to relevant teams.
Foster a positive and engaging work environment for team members.
Collaborate with members of the management team.
Perform any other duties as assigned.

Knowledge, Skills, and Abilities (KSA)

Knowledge of Wellby's organizational functions, and general operating policies and procedures.

Knowledge of secretarial practices and procedures, business English, spelling, and punctuation.

Knowledge of Microsoft Office Suite (e.g., Word, Excel, Outlook, PowerPoint)

Knowledge with financial industry standards for data security and regulatory requirements

Skilled in operating computer equipment and general office machines such as personal computers, copiers, projection equipment, audio / video, Microsoft Teams, Zoom Video Communications, and adding machines

Ability to communicate clearly and concisely, orally and in writing.

Ability to efficiently understand and follow oral and written instructions, perform routine duties without close supervision and establish and maintain effective working relationships with other team members.

Ability to coordinate several concurrent activities simultaneously while staying organized.

Ability to use research to resolve issues and escalate issues as needed

Ability to develop test scripts and execute testing scenarios

Ability to work both independently and collaboratively to achieve team success

Ability to apply business practices and acumen to internal customer requests to validate alignment with organization goals

Complexity & Scope of Work

The team member performs a moderate number of routine and generally related tasks without supervisory direction.

Instructions to the team member may be general or specific in nature.

Courses of action are determined by established procedures and / or the Digital Manager

The team member's work is reviewed periodically for accuracy, completion, and compliance with the policies and procedures.

Tasks may occasionally have to be coordinated, integrated, and / or prioritized.

Physical Demands & Work Environment

The physical demands and work environment characteristics described here represent those that must be met by a team member to successfully perform the essential functions of this position. Reasonable accommodations may enable individuals with disabilities to perform the essential functions.

To perform this job successfully, the team member is frequently required to remain in a stationary position 50% of the time. Daily movements include sitting; standing, reaching, and grasping, operating computers and other office equipment, moving about the office; and attending to possible onsite and offsite meetings. The team member must be able to exchange information, in person, in writing and via telephone. Some degree of stress results from contact with management and other team members.

The ability to observe details at close range (within a few feet of the observer).

Must be able to occasionally lift items weighing up to 25 pounds across office and load onto shelves for various needs.

The noise level in the work environment is usually moderate.

Work involves the typical risks and discomforts associated with an office environment but is usually in an area that is adequately cooled, heated, lighted, and ventilated.

Minimum Qualifications

Associate degree required.

Bachelor's Degree in a Business-related field of study or Computer Science, Computer Engineering, Information Systems, IT, or a related technical field preferred.

Minimum two (2) to four (4) years' experience as a business analyst or similar experience required.

Minimum two (2) years' experience in the financial services industry preferred

Experience with Jack Henry product suite preferred

Travel to Wellby locations as needed (10% or less)

Valid Texas Driver License

Bondable

For All Candidates

This is a Full-Time, Salary (exempt) role.

Wellby is an equal opportunity and affirmative action employer and gives consideration for employment to qualified applicants without regard to race, color, religion, sex, national origin, age, disability, genetic information, sexual orientation, gender identity or expression, pregnancy, veteran status or any other legally protected characteristic. If you'd like more information about your EEO rights as an applicant under the law, please contact Human Resources.

Wellby provides equal opportunity to qualified individuals with disabilities and disabled veterans. If you need a reasonable accommodation, please email careers@wellbyfinancial.com or call 281-226-1696 for assistance.

Disclaimer

The statements herein are intended to describe the general nature and level of work being performed by team members and are not to be construed as an exhaustive list of responsibilities, duties, and skills required of personnel so classified. Furthermore, they do not establish a contract for employment and are subject to change at the discretion of the Company.

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