What are the responsibilities and job description for the Process and Efficiency Specialist position at Wilson Bank & Trust?
Location: Lebanon, TN
Job Summary
The Process & Efficiency Specialist supports efforts to improve operational efficiency and effectiveness by collaborating with business units to assess current processes and define future goals. This position works closely with project sponsors to determine project scope and vision, conducts gap analyses, and identifies detailed requirements. The Business Analyst I reports to the Process & Efficiency Director and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.
Job Duties And Responsibilities
Job Summary
The Process & Efficiency Specialist supports efforts to improve operational efficiency and effectiveness by collaborating with business units to assess current processes and define future goals. This position works closely with project sponsors to determine project scope and vision, conducts gap analyses, and identifies detailed requirements. The Business Analyst I reports to the Process & Efficiency Director and provides excellent service and support to team members and customers while demonstrating the Company’s values and supporting the mission.
Job Duties And Responsibilities
- Identify and support initiatives to enhance operational efficiency and effectiveness
- Partner with project sponsors to define project scope and objectives
- Conduct gap analyses, including current state mapping and future state design
- Define detailed project requirements and use cases
- Maintain professional and technical knowledge by attending educational workshops, reviewing professional publications, and establishing personal networks
- Attend training as requested
- Adhere to compliance with all federal bank regulations and laws, including those for consumer protection and the Bank Secrecy Act/Anti-Money Laundering Program
- Participate in outside community activities as required
- Perform other duties as assigned
- Bachelor's degree in business administration, operations management, process design, or related field
- 3 years of experience in banking or financial services preferred
- Lean Six Sigma, Project Management Professional (PMP), or other relevant certifications preferred
- Skilled in process mapping tools (e.g., Visio, Lucid)
- Skilled in digital signature software (e.g., DocuSign)
- Advanced Microsoft Office skills, especially Excel and Power BI
- Strong analytical, problem-solving, and critical thinking abilities
- Capable of evaluating solutions for feasibility and cost-effectiveness
- Effective multitasking and time management skills
- Excellent technical writing, verbal, and presentation skills
- Excellent interpersonal skills
- Attention to detail
- High standards for integrity, honesty, professionalism, and work ethic
- Commitment to service excellence
- Ability to work independently while demonstrating excellent organization and follow through
- Demonstrate flexible and efficient time management and ability to prioritize workload
- Ability and willingness to work with purpose and a strong sense of urgency
- Self-motivated, positive, and enthusiastic
- Self-starter with a strong desire to exceed expectations
- Maintain confidentiality discretion
- Ability to effectively work in collaboration with others to achieve business objectives
- Ability to facilitate in person group discussions
- Willing to grow and be challenged