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Business Analyst - Account Services/Deposits

  • Location: San Francisco, 94111
  • Job Type:Contract

Posted 5 months ago

Title: Account Services / Deposits Business Analyst

Locations:  Charlotte, NC, Winston-Salem, NC, San Francisco, CA, Minneapolis, MN

Type:  Contract

Job Description:

Coordinate and facilitate work across cross-functional teams (Product, Technology, Operations and other key business partners), for the purpose of eliciting detailed business requirements and Agile user stories.  Document requirements using standardized templates including business rules, business process flows, use cases and test cases. Conduct walkthroughs and reviews of deliverables and facilitate approvals according to PMO governance.  Partner with technology teams through requirements gathering, design, and with testing teams through QA and UAT to ensure end product meets requirements.

Required Skills and Experience: 

  1. Applied experience and knowledge of:
  • Deposit treasury management products within financial services industry
    • Demand deposit, time and term deposit related products
    • Understands industry standards with Interest rate offering
  • Legal, compliance and regulatory driven requirements – e.g., Know-your-customer (KYC), Anti-Money Laundering (AML), FDIC, FATCA
  • Documenting Customer Information Reporting requirements
  1. Prior Canada Banking experience a Plus
  2. Applied experience in Business Requirements Gathering
  • Experience in writing Agile User stories and Epics is a must
  • Use case development
  1. Business Process Analysis and Modeling
  • Flow charting experience – Visio is must.
  • Process oriented thinking and approach is important - ability to break down into step-by-step flow.
  1. Coordinate and facilitate work across cross-functional teams (Product, Technology, Operations, compliance, financial crime, analysis and other key business partners), for the purpose of eliciting detailed business requirements /user stories. 
  2. Excellent written and oral communication skills with the ability to clearly communicate ideas to diverse business and technical audiences – strong communication skills are a must

Preferred Skills and Experience:  

  • Minimum 5 years business analysis experience specifically in the field of business requirements / user story development for treasury management products and services – in particular, US and/or international Deposit products
  • Proficiency with MS Office software products including MS Project, Power Point, Word, Excel, Visio, SharePoint.
  • Prior Banking experience a plus


Candidates will be responsible for following the client's COVID-19 protocols. Please refer to your MATRIX representative for specifics.

About Us

At MATRIX, we expertly match talented professionals with job opportunities to elevate careers. Since 1983, we have placed thousands of professionals at innovative clients across every industry ranging from small startups to Fortune 50 companies. It’s why we’re consistently in the top 25 of all U.S. IT staffing firms and why our consultants rate us well above the industry average, earning us ClearlyRated's Best of Staffing awards year after year. People come to us for a job, and stay with us because of our top-notch consultant care.

MATRIX is and Equal Employment Opportunity employer including disability and veteran and provides reasonable accommodations for all qualified individuals.  Supporting medical or religious documentation will be required where applicable. If you are a qualified individual you may request a reasonable accommodation under the American Disability Act (ADA). If you are a person with a disability needing assistance applying, or at any point in the hiring process, please email us at To ensure a quick response to your request, please use the words “Accommodation request” as the subject line of your email.