Univest Corporation of Pennsylvania

  • Business Analyst

    Location US-PA-Souderton
    Posted Date 3 weeks ago(3/31/2018 8:00 AM)
    Job ID
    # Positions
    Information Technology - Other
  • Responsibilities

    • 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 Banking Experience
    • At least 5 years of recent consumer and commercial banking operations experience
    • Previous Salesforce and nCino experience preferred
    • 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


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