Business Analyst

DATE: June 5th, 2026

STATUS: Full-time / Exempt

REPORTS TO:  Manager, Business Analyst

LOCATION: Corporate Office (must reside in Rochester, NY region)  

COMPENSATION: The starting salary for this position is anticipated to be between $60,000 - $80,000. The actual salary will be determined based on experience and other-job related factors, consistent with applicable law.         

HOURS: 37.5 hours per week, including Saturdays (as needed) 

Functions

Overview: The Business Analyst oversees key technology platforms managed by the Business Analyst Team, ensuring reliable, efficient operations and alignment with business goals. This role collaborates with internal stakeholders and external vendors to troubleshoot issues and maintain managed platforms. This role also leads complex projects, gathers and analyzes requirements, documents business processes, and supports the implementation of enhancements for platforms overseen by the Business Analyst Team. The position also serves as a subject matter expert and mentor within the team, promoting best practices in analysis, documentation, and stakeholder communication.

Essential Responsibilities: Must be capable of performing the following essential responsibilities, with or without reasonable accommodations, as outlined below:

Technology System Ownership: Serve as administrator and subject matter expert for technology platforms managed by the Business Analyst Team including, but not limited to: Online and Mobile Banking, Intranet, Member eSign Forms & Microsoft Forms Platforms, IT Service Platform, Branch Appointment Scheduler.

· Responsibilities Across All Platforms:

o Monitor and manage support tickets, ensuring timely resolution and accurate documentation.

o Collaborate with IT, vendors, and internal teams to troubleshoot issues, implement updates, resolve technical issues, and drive continuous improvement.

o Maintain working relationships with vendors and support teams to ensure smooth communication and timely issue resolution.

o Oversee system support, issue management, and documentation to maintain stable, efficient operations.

o Conduct detailed analysis of owned business processes, systems, and requirements to identify areas for improvement that can be supported.

o Analyze systems and business processes to identify efficiency opportunities, support platform enhancements, and optimize member and employee experiences.

o Advise departments and branches on solution options, impacts, and recommendations.

o Assist with system updates, releases, patches, and integrations by conducting testing, maintaining documentation, and preparing communications regarding updates or outages.

o Maintain comprehensive documentation, including business requirements, solution designs, process flows, test plans, and system configurations.

o Identify and support opportunities for process improvement, efficiency gains, and enhanced collaboration with vendors and external partners.

· Platform-Specific Responsibilities:

o Online and Mobile Banking: Oversee configuration and change management. Ensure the digital banking platforms meet compliance and security standards while providing a user-friendly experience. Communicate system changes and updates to internal stakeholders, ensuring front-line staff are informed and prepared.

o Intranet: Coordinate governance, consistency, and accessibility across all intranet content. Lead the annual content audit to ensure pages are accurate and relevant. Partner with department owners to create or revise pages as needed.

o Member eSign & Microsoft Forms Platform: Administer form creation, maintenance, and audit process to ensure forms are functional and user-friendly. Coordinate with department owners to gather requirements for new forms or updates. Maintain an organized and accessible library of member and staff forms.

o IT Service Platform (Asset Management & Ticketing System): Maintain structure, workflows, and governance within the IT service platform. Support configuration updates and assist in process automation and asset catalog maintenance.

o Branch Appointment Scheduler: Oversee system administration and related components by serving as a point of escalation and collaborating with team members to troubleshoot and resolve issues, ensuring a stable environment and an efficient scheduling experience for both staff and members.

Project SME, Leadership, & Advanced Analysis

· For technology platforms managed by the Business Analyst Team:

o Lead large-scale, high-priority initiatives by gathering and analyzing business requirements, documenting processes, and assisting with system design, configuration, and implementation.

o Participate in project task requirements, ensuring deliverables are accurate, timely, and aligned with business objectives.

o Collaborate with cross-functional teams to validate requirements, clarify processes, and ensure solutions meet operational needs.

o Serve as a liaison between departments, branches, and technical teams to facilitate clear communication and efficient project execution.

· Conduct research on purchased technologies to support product implementation, excluding the implementation of these products.

Training & Development:

· Mentor and guide Business Analysts, reviewing deliverables to ensure quality and consistency.

· Lead training sessions and knowledge-sharing workshops within Technology teams.

· Assist in developing onboarding and training materials for new Business Analysts.

· Serve as backup to the Business Analyst Manager, providing leadership and decision-making support.

Additional Responsibilities:

· Prepare recurring and ad-hoc reports as requested by management.

· Participate in special projects and assignments as requested by management.

· Facilitate regular meetings with internal stakeholders to gather feedback, identify process improvement opportunities, and align system enhancements with business needs.

· Stay current on industry trends and emerging technologies to recommend new solutions and support strategic planning.

Safe Work Performance Expectations

· We expect our employees to follow all objectives for safe work performance and be responsible for their own actions and conduct. Our workers also play a significant role in the success or failure of our program.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Qualifications

Knowledge & Experience: Applicants must possess the following qualifications or an equivalent combination of education and experience:

· Education: 2-year degree in a technical/business or related area, or mix of education/experience (4-year degree preferred)

· Experience: 3-5 years of experience in technology administration/business analyst/project support

Technical & Systems/Equipment Proficiencies:

· Banking & Online/Mobile Banking Software

· Microsoft Office Suite, particularly: Outlook, Word, Forms, SharePoint, Teams, Bookings and Excel

· Office equipment, such as computers, printers, copiers, and fax machines, as well as multi-line phone systems

· AI Technology

Abilities

Physical:

· Lifting (10 - 20 pounds)

· Standing/Sitting extended periods of time

· Extended periods of time working in front of computer monitor

· Travel/Drive to various work locations for business related matters

· Typing

Comprehension:

· Demonstrated innovative thinking and managerial courage skills

· Solid leadership and project management skills

· Excellent organizational and analytical skills

· Excellent oral and written communication skills

· Effective collaboration and team building skills

Work Environment

· Professional Office Environment

· Overhead Lighting

Licensure Requirements

· In compliance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (S.A.F.E. Act) and the statute’s regulations, applicants must be eligible to register as a Mortgage Loan Originator (MLO). Candidates being considered will be subject to a credit check and fingerprinting.

Employment Expectation

· Perform all responsibilities in a manner that serves The Summit’s Mission “We’re here to improve our members’ lives” and upholds the credit union’s values of Respect, High Standards, Inspire, Integrity, and Care.

The Summit Federal Credit Union is an equal opportunity employer.

· All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

EQUAL OPPORTUNITY EMPLOYER: The Summit Federal Credit Union is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, religion, color, national origin, sex, sexual orientation, gender identity, age, protected veteran status, or status as a qualified individual with disability.

Subject to the compliance requirements of all related federal regulations, including but not limited to; the Bank Secrecy Act (BSA), Anti Money Laundering (AML), Information Security and Privacy policies and procedures. Employees complete annual BSA, AML, Information Security, Privacy, and other job-related training requirements as established by the Summit and within deadlines.

*Note: The above information on this job has been designed to indicate the general nature and level of work performed by employees within this classification.  It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.