Job#: 3055063 Job Description: Digital Technical Business Analyst
Location: Charlotte, North Carolina (Onsite)
Role Overview
We are seeking a Technical Business Analyst to support a highly visible implementation team. The ideal candidate will act as the liaison between business stakeholders, technology teams, and the vendor. This role involves documenting processes, performing gap analysis, and gathering technical requirements for a new SaaS bond accounting platform implementation within the Trust & Fiduciary business.
Candidates should have financial services/banking expeirence and should have experience with API integrated implementations that have directly impacted a .com/customer facing web app.
Key Responsibilities
- Support the migration and integration of DPRE-managed rates and product information into Truist.com.
- Validate rate accuracy, product details, disclosures, and associated metadata before publication.
- Coordinate content, rate, product feature, and disclosures updates to Consumer and Small Business deposit product pages.
- Monitor rate changes and ensure updates are displayed accurately and within established SLAs.
- Conduct quality assurance reviews of rate displays across desktop, mobile, and responsive experiences.
- Document business rules, publishing processes, and governance requirements related to DPRE integration
- Execute functional and content QA testing for rate and product information deployments.
- Maintain project status reports, implementation plans, and operational documentation.
- Document current-state ("as-is") and future-state ("to-be") processes.
- Perform gap analysis and identify required system integrations.
- Act as the liaison between business stakeholders, technology teams, and the vendor.
- Gather and document technical requirements that can be handed directly to developers.
- Establish connectivity to the SaaS environment, including SSO and MFA configuration.
- Support the development of internal and external integrations for automated account setup and data population.
- Work on a digital product integration with a customer-facing website.
- Build sufficient product knowledge to support future product ownership.
Required Qualifications
Education: A Bachelor's degree or equivalent professional experience is required.
Experience: 5+ years of experience in a Technical Business Analyst role supporting digital product, website content management, or project coordination initiatives. Experience with SaaS implementations and integrations is required.
Skills:- Strong background in technical business analysis, including process mapping and requirements documentation.
- Experience with integrations, APIs, file transfers, and system-to-system connectivity.
- Must have experience with a digital product integration for a .com/customer-facing website.
- Proficiency in documenting technical requirements for development teams.
- Strong stakeholder management and communication skills.
- Experience with Salesforce, IBM FileNet, Node.js APIs, SEI Trust 3000, and batch file transfers.
Preferred Qualifications
- Financial services or banking experience.
- Experience working with vendors and cross-functional stakeholders.
- Familiarity with Agile delivery methodologies and kanban.
- Exposure to GitHub Copilot or GitLab Duo.
Everforth Apex is a world-class IT services company that serves thousands of clients across the globe. When you join Everforth Apex, you become part of a team that values innovation, collaboration, and continuous learning. We offer quality career resources, training, certifications, development opportunities, and a comprehensive benefits package. Our commitment to excellence is reflected in many awards, including ClearlyRateds Best of Staffing in Talent Satisfaction in the United States and Great Place to Work in the United Kingdom and Mexico.
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Everforth Apex Benefits Overview: Everforth Apex offers a range of supplemental benefits, including medical, dental, vision, life, disability, and other insurance plans that offer an optional layer of financial protection. We offer an ESPP (employee stock purchase program) and a 401K program which allows you to contribute typically within 30 days of starting, with a company match after 12 months of tenure. Everforth Apex also offers a HSA (Health Savings Account on the HDHP plan), a SupportLinc Employee Assistance Program (EAP) with up to 8 free counseling sessions, a corporate discount savings program and other discounts. In terms of professional development, Everforth Apex hosts an on-demand training program, provides access to certification prep and a library of technical and leadership courses/books/seminars once you have 6+ months of tenure, and certification discounts and other perks to associations that include CompTIA and IIBA. Everforth Apex has a dedicated customer service team for our Consultants that can address questions around benefits and other resources, as well as a certified Career Coach. You can access a full list of our benefits, programs, support teams and resources within our 'Welcome Packet' as well, which an Everforth Apex team member can provide.
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