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Retail Product Business Analyst 

EOE StatementWe are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability status, protected veteran status or any other characteristic protected by law.
Full-Time/Part-Time Full-Time  
Preferred Experience/Skills  
About the Organization We are a full service financial institution owned and operated by nearly 50,000 members of the Stanford Community, including Stanford University, Stanford Hospital & Clinics, Lucile Packard Children's Hospital and SLAC National Accelerator Laboratory. Our assets are over $2 billion, and the quality of our expansive line of financial products and services is unmatched in the industry.

At Stanford Federal Credit Union (SFCU), benefits are an integral part of our total compensation package. Each person's situation is unique. Therefore, choice, wherever possible, is a key component of our benefits. Each benefit helps meet an important need. Because we know it is the contribution of every member of the team, we want to recognize and reward each of you. That's why we provide competitive salaries and a comprehensive benefit program.

Please contact our Human Resources Team for further information about our benefits programs.
Category eCommerce  

The Business Analyst (BA) is responsible for a full range of activities to ensure the operational effectiveness of all processes and procedures used by the Retail Branch Operations and eCommerce division which include the branch operations, call center, online services, ops support and card services departments. Additionally, the BA will support Online Delivery Channels including CUOnline, Mobile Banking and FasTell (phone banking). The BA acts as a liaison among stakeholders in order to understand the structure, policies, and operations of the retail and ecommerce departments to collect and analyze the business requirements. The BA will design and document business process workflows and make appropriate recommendations that will positively impact the operational effectiveness.



Learning and Development

Develop, document, administer, and maintain protocol for:

  • Ongoing training designed by supervisor and the training manager
  • Annual or longer-term individualized training programs including position specific workshops, seminars, and certification
  • Regular review of individual progress plan with supervisor
  • Minimum required annual training includes: Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), security awareness, and core banking system forum. All efforts will be made to conduct training online or via conference call. The annual schedule is subject to additional or substitute training.


Governance, Compliance, and Risk Management

Develop, document, administer, and maintain analyses for:

  • Make recommendations to management regarding the need to expand capacity or improve the credit union's competitive advantage
  • Provide regular reports to management
  • Primary liaison with  Technology Department for extra-departmental projects, information, training, and technical concerns
  • Collaborate with project managers and sponsors to determine project scope
  • Conduct interviews to gather user requirements via workshops, questionnaires, surveys, site visits, workflow storyboards, use cases, scenarios, and other methods
  • Work with stakeholders and project team to prioritize collected requirements
  • Research, review, and analyze the effectiveness and efficiency of existing requirements gathering processes and develop strategies for enhancing or further leveraging these processes


Operational Oversight

Develop, document, administer, and maintain oversight for:

  • Assist each business units in reviewing their processes/applications, defining requirements, and recommending solutions
  • Participate in project meeting to determine member and business impact or proposed changes and scope
  • Act as the bridge between IT and the individual department units, representing and championing the business
  • Participate in business requirements documentation reviews to extract test scenarios
  • Work closely with staff to replicate customer issues and provide  recommendations
  • Manage and track the status of requirements throughout the project lifecycle; enforce and redefine as necessary to functional and business specifications
  • Create or assist others in the writing of user documentation, instructions, and procedures
  • Monitor and document post-implementation problems and revision requests.
  • Communicate changes, enhancements, and modifications of business requirements– verbally or through written documentation – to project managers, sponsors, and other stakeholders so that issues and solutions are understood.
  • Design, document and execute test procedures as needed for software upgrades
  • Manage all aspects of User Acceptance Testing from business perspective for core system upgrades and other software applications



Minimum required annual training includes: Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), security awareness, privacy policy, workplace diversity SQL forum, and core banking system forum.The annual schedule is subject to additional or substitute training.



Maintain a positive work atmosphere by acting and communicating in a manner so that the employee gets along with members, vendors, co-workers, and management.



This job has adhoc supervisory responsibilities.


Position Requirements


To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.



Qualified candidate will have the following:

  • Bachelor's degree or equivalent combination of experience and education
  • 3 + of Business Analysis experience, financial industry preferred
  • Business Analyst Certificate or CCBA (IIBA) preferred but not required
  • Demonstrated knowledge of the financial organization’s core business process, operations, and primary software applications, preferred DNA (Open Solutions) core processing experience
  • Working knowledge of Plastic Card Industry (PCI) Compliance and Retail Branch Operations preferred



Qualified candidate will have the following:

  • Strong customer service orientation
  • Ability to effectively prioritize and execute tasks in a high-pressure environment
  • Ability to define problems, collect data, establish facts, and draw valid conclusions
  • Ability to interact creatively and achieve results in a dynamic, fast-paced environment; operating under deadlines, including numerous intra-day
  • Excellent analytical, mathematical, and creative problem-solving skills
  • Excellent listening, interpersonal, written, and oral communication skills
  • Logical and efficient, with keen attention to detail
  • Ability to write reports, business correspondence, and procedure manuals
  • Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public
  • Ability to absorb and retain information quickly
  • Ability to present ideas in user-friendly language
  • Highly self-motivated and directed
  • Superior attention to detail



Ability to work with mathematical concepts such as probability and statistical inference, and fundamentals of plane and solid geometry and trigonometry. Ability to apply concepts such as fractions, percentages, ratios, and proportions to practical situations.



Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of instructions in mathematical or diagram form and deal with several abstract and concrete variables.



The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.




The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • The noise level in the work environment is usually very quiet.
  • On-call availability for evenings and weekends for scheduled and unscheduled special events.
  • Sitting for extended periods of time.
  • Dexterity of hands and fingers to operate a computer keyboard, mouse, power tools, and to handle other computer components.
  • Lifting and transporting of moderately heavy objects, such as computers and peripherals.
  • Occasional travel to local branch locations




Location Corporate  

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