Retail Business Analyst
Retail
- Collaborate on numerous projects with PM office to include but are not limited to Clutch Phase 1, Clutch Phase 2, Fee Changes Project, Overdraft Project (Courtesy Pay)
- Identified system malfunctions and worked to see a solution put into place with diligent communication and follow up; to include but not limited to edocs fix for members getting monthly fees after signing up for edocs
- Tested new systems and workflows to validate new system enhancements and changes
- Analyzes reports and shared data with leaders and teams as it relates to
- Use data to identify trends and inefficiencies
- Created, reviewed, expired and updated procedures, QRGs, and other resources to support retail team
- Created, reviewed, expired member disclosures, to include CLI NC, BounceGuard Consent Form
- Communication with Retail Management team to provide updates and resources for changing processes or systems
- Coordinated demos, procedures, QRGs and regular updates on all changes affecting the retail teams
- Communicated with Marketing team to keep Retail Department Page current and updated documentation and resources within Retail Tides Department page
- Resolved internal audit items for Overdraft Audit and regularly, documenting the details of resolved items, and submitted completed items in timely manner
- Collaborated with team to facilitate leadership book club “Trust and Inspire” for Coastal Risk leadership team
- System administrator for Kronos systems Lobby Tracker and Appointment Concierge, coordinated package upgrades
- Supports retail managers and branch teams when they reach out with an issue
- Actively participated in team meetings to share knowledge, exchange ideas, address challenges, and collaborate on potential solutions.
- Developed high-quality documentation to support training efforts, helping employees fully understand new systems and procedures.
- Performed gap analysis between existing systems or processes and desired state, identifying areas for improvement or enhancement.
- Improved business processes by analyzing current practices and recommending optimization strategies.
- Optimized workflow processes to enhance overall productivity and achieve operational excellence.
- Interacted with internal customers to understand business needs and translate into requirements and project scope.
- Collaborated closely with stakeholders to identify opportunities for process improvements and drive continuous innovation in the organization.
- Streamlined project management with effective communication and collaboration across cross-functional teams.
- Enhanced company-wide decision-making by developing comprehensive reports on key performance indicators.
- Fostered culture of continuous improvement by leading regular review sessions to identify and implement process enhancements.
