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Business Analyst
Bank of the West
City of Industry, CA, United States
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Description
Bank of the West Wealth Management is Growing!
What sets Bank of the West apart from other banks is our team members–they embody the optimistic spirit of the West. There is a spirit here that drives us to do more. Our team of more than 10,000 employees is vital to the success of our Bank. They reflect our modern western values—straightforward, entrepreneurial and optimistic. We seek to create a corporate culture that fosters and rewards excellence, encourages creative thinking and respects diversity – an environment where team members are engaged, supportive of one another and enthusiastic about serving our customers. Bank of the West offers the stability of a company that has a 135 year history and is part of BNP Paribas, a European leader in global banking and financial services and one of the 6 strongest banks in the world. We offer opportunities across our diverse business lines – Retail Banking, Commercial Banking, National Finance, and Wealth Management.
Job Description Summary
Responsible for providing complex information and data analysis to support projects and/or in the overall management of a the Wealth Management Global Investments & Fiduciary Services Operations group. Develops and documents business requirements and/or business solutions to solve complex problems and issues related to business operations.
Essential Job Functions
• Leads Tax Desk business team members to define business needs through utilization to effective elicitation techniques.
• As a Trust Operations Business Analyst, you will analyze, interpret and process a wide variety of transactions and be aware of their impact to financial statements and other customer reporting. Primary function of this position will vary depending on the specific area/department within the trust operations.
• Process a variety of transactions and be conscious of impact to clients and risk to company.
• Process a variety of securities and cash related transactions with minimal assistance.
• Identify, research and resolve problems, and take necessary actions to balance differences within Trust Accounting System.
• Review and verify data input and output.
• Research special items and complete special projects as needed.
• Retrieve and utilize information from trust system and other data sources.
Other Job Duties
• May assist business unit production functions during high volume periods.
• Performs other duties as assigned.
Qualifications
Required Experience
• Requires advanced knowledge of Trust Desk typically obtained through advanced education combined with fiduciary tax experience.
• Previous Trust Operations experience required.
• Requires 5 years minimum prior relevant experience.
Education
• Bachelor's Degree required
Skills
• Excellent written and verbal communication skills for report writing, business requirement proposals, client interaction, and methodology documentation.
• Strong analytical and problem-solving skills coupled with thoroughness and attention to detail is highly desired.
• Project management tools such as MS Project.
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.