Transformation Analyst

Overview

The Transformation Analyst is part of the Transformation Management Office (TMO) and supports a variety of projects focused on improving client and employee workflows. This includes activities related to business and personal client onboarding, loan processes, and issue resolution. The position plays a role in executing project-related activities that aim to improve service experiences and operational efficiency. Work is performed under supervision and follows established procedures.

• Analyzes current processes for selected journeys: gather documentation, document workflows, policies and procedures.
  
  

What You'll Do

• Review current processes for selected journeys by gathering documentation and recording workflows, policies, and procedures.
• Support identification of areas for performance or process improvement in collaboration with business teams.
• Organize and summarize data to assist in developing client and employee journey enhancements.
• Collect and document business requirements for project and process improvement or automation efforts.
• Compile industry benchmarks and trend information to support evaluation of process outcomes and service levels.
• Monitor key performance indicators and prepare summaries to support ongoing process assessments.
• Participate in internal and external stakeholder interviews to gather input and feedback.
• Coordinate with team members across lines of business and staff areas to support alignment with project plans and timelines.
• Prepare presentations, reports, and analytics that provide visibility into project status and progress.
• Maintain project documentation such as meeting notes, task trackers, and workflow updates.
• Assist in scheduling meetings and coordinating logistics for project-related sessions.
  
  

Qualifications

• 2 years of experience in a business operations, project support, or Process Analysis role.
• Experience in a financial services or banking environment is a plus.
• Basic understanding of accounting and banking finance concepts.
• Ability to work with large data sets using structured methods and tools.
• Strong written and verbal communication skills, including report formatting and documentation.
• Ability to support project-related tasks across departments using established project tracking tools.
• Capacity to recognize patterns in operational data and assist in identifying areas for improvement.
• Ability to collaborate effectively with team members and stakeholders.
• Organized and detail-oriented, with the ability to manage multiple priorities under supervision.
• Comfortable working under deadlines while maintaining professionalism and client service standards.
• Basic mathematical skills sufficient to complete assigned tasks.
• Proficiency in Microsoft Office Suite (Excel, Word, Outlook, PowerPoint).
• Willingness to follow structured procedures and adapt to new tools and systems.
• Familiarity with workflow documentation and data organization practices.
  
  

Education

• Bachelor's Degree in Engineering, Information Technology, Business.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
  
  

Special Information To Candidates

City National Bank of Florida is an Equal Opportunity Employer and is committed to providing equal employment opportunities to all applicants. We do not discriminate on the basis of race, color, religion, sex, pregnancy, national origin, age, disability, genetic information, protected veteran status, or any other status protected under federal, state, or Florida law. City National Bank of Florida complies with the Americans with Disabilities Act (ADA) and applicable Florida laws. Qualified individuals with disabilities who require a reasonable accommodation in order to complete the online application or participate in the hiring process may contact our Human Resources Talent Attraction Department talent.attraction@citynational.com.