Business Analyst

Univest   •  

Souderton, PA

Industry: Accounting, Finance & Insurance


5 - 7 years

Posted 277 days ago

This job is no longer available.


  • Oversight of Salesforce and nCino to include ongoing configurations and maintenance of business rules, reporting, custom documents and other administrative settings
  • Liaison with Senior Management, Commercial Banking, Marketing, Compliance, etc. to understand business and data requirements, translating, simplifying and prioritizing those requirements and upgrading the system and business processes
  • Liaison with end-users, third party vendors, Salesforce and nCino support, and Univest Tech Support
  • Support end-users by troubleshooting issues directed to the Salesforce Support Desk
  • Assist in defining profiles and permission access for users Work with System Admins to analyze issues and trends, define solutions for system issues, implement additional/new procedures, and provide more efficient business practices
  • Drive system/unit testing and process change requests, coordinate and document user acceptance testing (UAT)
  • Review and analyze all Salesforce/nCino patches and releases and advise on impacts to users, workflows and processes.   Develop documentation in order to support and enable the implementation of new rules.
  • Partner with bank leadership to provide analysis and trending reports to assist in problem resolution
  • Collaborate with Compliance and Risk Management in regards to regulatory changes and with Marketing on website initiatives, when applicable
  • Provide support in the development of the Operations Change Management process
  • Create technical documentation and system documentation
  • Self-motivated and capable of working independently, able to thrive in a fast-paced, constantly changing environment
  • Experience working in a team-oriented, collaborative environment
  • Maintain technical knowledge by reviewing Salesforce publications & web trainings as well as industry knowledge
  • Other duties as assigned



  • Bachelor’s degree with a minimum of 5 years of BankingExperience
  • At least 5 years of recent consumer and commercial banking operations experience
  • Previous Salesforce and nCino experiencepreferred
  • Strong business analysis, critical thinking and problem solving skills
  • Previous experience with process improvement initiatives
  • Strong planning and organizational skills
  • Proven decision making ability
  • Proven experience in people and team management
  • Experience with change management
  • Proficiency in all aspects of Microsoft Office Suite, especially Outlook, Word, Excel, Visio and PowerPoint
  • Position is located in Souderton, PA - REMOTE WORK IS NOT AVAILABLE