Business Analyst - Univest Financial Corporation

Univest Financial Corporation (UVSP), has approximately $8.2 billion in assets and $5.3 billion in assets under management and supervision (as of September 30, 2024). Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full-range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the Mid-Atlantic Region. For nearly 150 years, Univest has stayed true to our philanthropic spirit and the strength of our Committed To Local giving program is one of the things that differentiates us. In 2023, Univest donated $2.4 million to our local nonprofits and our employees volunteered more than 13,100 hours.

At Univest we invest in the success of our employees and customers. We offer our employees the ability to be their authentic selves, while fostering a culture and an environment that inspires change and inclusivity. Seeking career-focused individuals, looking to bring passion and creativity to drive change. Our employees are encouraged to work collaboratively and embrace innovation to deploy needs based financial solutions in the communities we serve.

We're hiring a Business Analyst to join our Innovation Team.

Review project scope and vision with project sponsors.

Elicit, evaluate, and validate the business needs of stakeholders, subject matter experts and/or end users.

Interpret customer requirements into feasible options and communicates these back to the business stakeholders.

Partner with stakeholders and project team to prioritize collected requirements.

Ability to comprehend complex technical requirements and translate them into functional specification documents and user stories.

Create process models, diagrams, and charts to provide direction to developers and/or the project team.

Manage and track the status of requirements throughout the project lifecycle.

Fill backlogs, drive refinement meetings, and help prioritize stories based on the project scope and requirements.

Drive system/unit testing and process change requests, coordinate, and document user acceptance testing (UAT).

Assist end-users by troubleshooting issues directed to the Support Desk.

Work with System Admins to analyze issues and trends, define solutions for system issues, implement additional/new procedures, and provide more efficient business practices.

Develop documentation to memorialize and enable the implementation of new rules.

Communicate changes, enhancements, and modifications of business requirements — verbal or written— to project managers, sponsors, and other stakeholders

Consult with end-users, third party vendors, Salesforce and nCino support, and Univest Tech Support.

Review and analyze all Salesforce/nCino patches and releases and advise on impacts to users, workflows, and processes.

Partner with bank leadership to provide analysis and trending reports to assist in problem resolution

Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.

Perform other duties as assigned.

Bachelor’s degree with a minimum of 5 years business analysis experience in the financial services industry or a related field

Proven experience with business and technical requirements elicitation, analysis, modeling, and verification

Experience with Salesforce and nCino

Excellent analytical, conceptual, and critical thinking skills.

The ability to influence stakeholders and collaborate closely with them on an agreeable solution.

Excellent planning, documentation, organizational, and time management skills.

Self-motivated, able to thrive in a fast-paced, constantly changing team environment.

Exceptional customer service, listening, written, and oral communication skills.

Ability to effectively prioritize and execute tasks while under pressure.

Proficiency in all aspects of Microsoft Office Suite.

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An Equal Opportunity Employer.  All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, or protected veteran status and will not be discriminated against on the basis of disability.