Banking Business Analyst Resume Sample

2 votes
Laila Cremin
7518 Keshawn Passage,  Chicago, IL
+1 (555) 270 9212

Work Experience

Senior Banking Business Analyst
11/2015 - PRESENT
Dallas, TX
  • Create pitch book presentations and materials for prospect and client meetings
  • Daily interaction with Pershing, Sales Staff, External Clients, Controllers, Compliance, Asset Management, Investment Banking, Traders, Credit Officers, IT
  • Use judgment in selecting a structure/platform for clients and research each on the desk or with Bloomberg
  • Use discretion in managing time with client meetings, analytical work, and research
  • Practice independent discretion for time and pricing of equity orders for clients
  • Master and support sales assistant responsibilities as needed
  • Proactively monitor client’s portfolio to identify underperforming portfolios/funds/individual assets and recommend alternatives
  • Advanced knowledge of and cloud computing
  • Experience as a Business Analyst is required
Mortgage Banking, Business Analyst
07/2013 - 07/2015
San Francisco, CA
  • Self starter with experience in Sales CRM platforms
  • Knowledge of Investment Banking and Sales cycle
  • Complete assigned inventory for Loss Analysis or Claims within established SLA’s
  • Interacts directly with investor liaison representatives to explore solutions for increased financial recoveries
  • Consult on development of procedure and/or policy changes, process flows and presentations
  • Handle all customer related research and adjustments for monetary transactions
  • Meet multiple deadlines and prioritize appropriately. Establishes project plans and give direction to the team to ensures deadlines are met
  • Approaches decision making and problem solving by systematically gathering information from a variety of sources and developing viable alternatives
Digital Banking Business Analyst
12/2009 - 04/2013
San Francisco, CA
  • Good presentation skills. Ability to communicate complex ideas clearly so they are understood by others
  • Speaks and writes clearly and appropriately, and articulates questions to manager or other team members. Shows openness and receptiveness to other ideas, views, opinion and people
  • Leads by example and acts as a motivational source. Assists in providing developmental opportunities for other team members and willingly shares knowledge and experience. Links firm strategy into day to day activity
  • Develop and maintain strong relationship with team members, peers, and internal and external management
  • Ensures appropriate follow up and delivers what has been agreed to. Manages internal and external client expectations
  • Design applications or enhancements for the end-users to meet business needs
  • Build end-user tools (i.e.: databases) utilizing Oracle, TOAD and MS Access


University of Central Florida - Palm Bay Campus
2003 - 2008
Bachelor's Degree in Business Administration

Professional Skills

  • Strong testing skills and experience
  • Global mindset with strong analytical and problem-solving skills
  • Experience managing multiple priorities and ability re-prioritize as appropriate
  • Solid PC Skills: Microsoft Office including Microsoft Word, Microsoft Excel, PowerPoint
  • Solid leadership, interpersonal and communication skills, both verbal and written
  • Experience using MS Office, Visio, Project and in performing general data mining activities
  • Support the Banking Management team to define, analyze, and prioritize the features and functionality of key digital banking platforms

How to write Banking Business Analyst Resume

Banking Business Analyst role is responsible for research, government, retail, credit, training, database, reporting, design, languages, grammar.
To write great resume for banking business analyst job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Banking Business Analyst Resume

The section contact information is important in your banking business analyst resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Banking Business Analyst Resume

The section work experience is an essential part of your banking business analyst resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous banking business analyst responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular banking business analyst position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Banking Business Analyst resume experience can include:

  • Reviews and validates new loan bookings and new account establishment and conducts transaction monitoring to insure accuracy
  • Experience in Banking Operations
  • Conducts loan payment reviews to establish validity of sources of funds and creates periodic reports for management review
  • Regular and effective communication
  • Strong interest in the financial services industry with an ability to achieve results in the context of complexity, ambiguity and constant change
  • A Team player with strong collaborative qualities and a positive demeanor

Education on a Banking Business Analyst Resume

Make sure to make education a priority on your banking business analyst resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your banking business analyst experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Banking Business Analyst Resume

When listing skills on your banking business analyst resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical banking business analyst skills:

  • Communicate effectively; both written and oral to various levels of management
  • Work effectively in a fast-paced environment to drive consensus and determine outcomes
  • Effective at analyzing complex data points, identifying issues and presenting conclusions
  • Serves as key banking contact between Client Digital Experience (CDX) initiative and banking projects
  • Prioritize multiple projects to meet various moving deadlines
  • Experienced using Microsoft Access, Excel, PowerPoint, and Word

List of Typical Skills For a Banking Business Analyst Resume


Skills For Mortgage Banking, Business Analyst Resume

  • Demonstrated ability to problem-solve, with a goal of continuous improvement of work product and methods
  • Gather, consolidate and synthesize requirements and information to gain a consensus on proposed process change
  • Working with QA by helping them understand the requirements in order to create proper test cases
  • Planning and leading project meetings
  • Maintaining meeting control
  • Working with developers
  • Deep understanding of Core Banking and Cash Management products including deposits, cards, and account features (checking, ACH, payments, P2P)

Skills For Senior Banking Business Analyst Resume

  • Provide communication conduit between the business and technical community by interpreting and translating business needs into technical requirements
  • Partner with project stakeholders and SMEs to analyze resolution to defects, including proposing change requests or workarounds as necessary
  • Coordinate gathering requirements for banking products and cash management initiatives
  • Analyze data in determining issue identification, impact to business, and estimating workload/cost
  • Conduct testing for release project and other special application projects that affect Private Investor Reporting or its products
  • Confer with clients regarding the nature of the information processing or computation needs
  • Maintain and execute on change management requests related to enhancements across the existing banking platforms

Skills For Digital Banking Business Analyst Resume

  • Compile information derived from different databases to develop reports and presentations reflecting key, West Region and market metrics
  • Proficient in root cause analysis and problem solving
  • Identify and document quality business requirements for new system implementations and major enhancements to existing solutions
  • Develop deep understanding of current systems and processes and analyze impact of changes as new solutions are introduced to the environment
  • Work with involved testing teams to coordinate test environments, resources and file delivery to ensure integration requirements are fulfilled
  • Create instructional guides with the DBAs and SME's for future training use and documentation of the development design and logic for SSO administration

Skills For Private Banking Business Analyst Resume

  • Assist the business in developing procedures for proper documentation of the project/ process
  • Maintenance of all Private Reporting owned user tools
  • Processes general ledger transactions initiated by Private Banking client service specialists
  • Partner with business leads and technology to develop testing strategy, scripts and user acceptance criteria
  • Prepare management reports, related to lender Scorecard results and trends
  • Work with senior management to track and report on Client Relationship Profitability, ROE and progress on client relationship strategies
  • Track record of leadership and excellence in academic and/or extracurricular activities
  • Be flexible and be able to maneuver through change
  • Drive positive change within the group

Skills For Private Banking Business Analyst Chicago Resume

  • Lead various projects cross-functionally within the Escrow space
  • Solve problems on both macro and micro level
  • Forge relationships with various business and technical team members and managers
  • Knowledge of departmental specific processes, computer applications
  • Advanced knowledge of Microsoft Office Suite software, primarily Excel, in addition to Word and PowerPoint

Skills For Mortgage Banking Business Analyst Resume

  • Knowledge of Brokerview, Netexchange Pro, etc…
  • Proficient in Microsoft office, especially in Advanced Excel
  • Work with project stakeholders and business community to understand the overall vision for a project and translate into actionable objectives
  • Comprehend and document requirements from multiple stakeholders and conceptualize solutions
  • Collaborate directly with business stakeholders, QA and development teams within a cross-functional environment
  • Maintain adherence with established project management policies and guidelines

Skills For Global Transaction Banking Business Analyst Resume

  • Take initiative and produce timely results in fast paced and sometimes ambiguous environment
  • Partner with business leads and technology to develop, test, and deploy enhancements
  • Familiar with an Agile environment. Doesn't have to be an Agile expert, and doesn't have to have worked in an Agile environment most recently, but needs to have some working knowledge of their principles and how they operate
  • Collaborate with management to ensure that projects meet all applicable government regulations and compliance standards
  • Communicate w/ project stakeholders on project deliverables, assist in the flow of information, and coordinate meetings

Skills For Retail Banking Business Analyst Resume

  • Identify potential issues or areas of opportunities for future process improvement projects
  • Gather technical requirements and draft designs (if applicable) to clearly define issues, assumptions, goal of the project, etc
  • Collaborate and coordinate on the project development with PM, SMEs, etc to deliver the proper product/service
  • Determine new designs to resolve issues to meet end user needs
  • Analyze issues and enhancements with the end-users for the appropriate course of action

Skills For Private Banking Business Analyst San Francisco Resume

  • Educate and provide assistance to end users with any changes or enhancements made to databases or programs
  • Break fix of area databases and applications
  • Test completed user tools with SME's and process stakeholders for issue resolution or approval for implementation
  • Work closely with the relationship managers on customers’ complaints to provide solutions / answers
  • Work with PM's throughout the projects, etc
  • Compiles, reviews and analyzes various transaction data derived from multiple system sources and creates reports for management review and distribution

Skills For E-banking Business Analyst Resume

  • Identification of gaps and escalation needs
  • Coordination and execution of requirements gathering across banking product and cash management initiatives. Focus on deposits & sweeps, cash management accounts/services and credit/debit cards
  • Core initiatives include business cash management services (lockbox and mobile deposit capture), small business credit card, deposit enhancements and the development of a savings program
  • Key point of contact for CDX and UX teams for all Banking Requirements and coordination
  • Regular project updates
  • During volume peak periods and vacations, assists Private Banking customers and colleagues to process outbound wire transfer requests. Ensures adherence to operational processes, guidelines, and corporate standards for initiating wire transfers. Reviews additional details of wires for approval including verification of customer and wire transfer request details

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