Business Analyst Manager

WHITEFISH CREDIT UNION

POSITION DESCRIPTION

Position Title: Business Analyst Manager 

Organizational Relationships: Reports to Vice President of Business Solutions 

Supervisory Responsibilities: Business Systems Analysts

General Function: The Business Analyst Manager leads a dynamic, hard-working, and collaborative team responsible for supporting, maintaining, and enhancing Whitefish Credit Union’s suite of banking systems. This role provides structure and consistency to team operations while ensuring that all banking solutions are reliable, efficient, and continuously improved. The Manager fosters a positive, fun, and accountable environment while ensuring that processes are well-documented, repeatable, and aligned with organizational goals.

Position Functions:

• Establish clear team goals, performance expectations, and structured workflows that enable the team to manage a high volume of work efficiently.
• Effectively manage time, resources, and personnel, with working knowledge of principles and practices of supervision, shift scheduling, training and performance evaluation.
• Review and approve staff timecards within prescribed timeline.
• Ensure that all staff comply with the 5-consecutive-days out-of-office policy.  
• Participate in Whitefish Credit Union-sponsored and community-centered events.
• Serve as organizational role model, both on and off Whitefish Credit Union facility premises.
• Perform other duties as assigned.
• Responsible for the development, implementation and maintenance of department documentation; this includes standardized processes and procedures, workflows, change management, and disaster recovery plans.
• Responsible for full business systems analysis; this includes evaluating and recommending to management potential enhancements for member experience and staff efficiency. 
• Responsible to develop and maintain a culture of continuous improvement that emphasizes efficiency, quality and innovation.
• Lead department projects, partnering with the Project Management Office (PMO) and company-wide stakeholders. 

Position Requirements:

• Ability to communicate effectively verbally, in writing, and over the phone, with members, co-workers, external professionals, and senior management. 
• Excellent organizational, analytical, problem-solving, and negotiation skills.
• Possess and display a high level of interpersonal skills, including the development and maintenance of professional relationships.
• Advanced understanding of clerical procedures, office equipment and computer systems, including recordkeeping and filing.
• Ability and willingness to go above and beyond expected work schedule to accomplish what is needed within assigned department(s) and the organization as a whole. 
• Ability and willingness to pursue and obtain additional professional training and/or certifications as needed.
• Ability and willingness to travel to other branches.

• Ability to lift up to 15 lbs., with or without accommodation.

• Complete mandatory annual BSA training that includes Red Flag, Identity Theft, OFAC, CTR and SAR reporting and thresholds, as well as the safe keeping of member information, and passes any applicable tests.
• Follow all Whitefish Credit Union, Montana and Federal information privacy laws and guidelines.
• Adhere to all Whitefish Credit Union policies and procedures.

• Protect Member and Whitefish Credit Union confidential information.

Required Education and Experience

• Bachelor’s degree in Business Administration, MIS, Operations Management, or equivalent experience.
• 3-5 years of supervisory (preferred) or leadership experience in banking/credit union operations or IT/business analysis.
• Strong background in process design, documentation, and implementation. 
• Preferred experience with banking software, especially Symitar, Synergy, MeridianLink, Alkami, OpCon.
• Relevant certifications (PMI-PBA, CBAP, etc.) preferred or willingness to obtain within 12 months.

This job description is to be considered a general outline of the duties and responsibilities of this position and is subject to changes and revisions by management at any time. Responsibilities are listed as guidelines only and the job is not necessarily limited to these specifications.