Business Analyst - Wealth Management

Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams in high-growth western markets. Zions is regularly recognized by American Banker as one of the "Best Banks to Work For" and as having a top banking team in its list of "The Most Powerful Women in Banking." Our customers consistently vote us as the best bank in our local markets., We value our employees, and we are committed to search out, recognize and create fulfilling opportunities for outstanding people within our organization, rewarding them for their contributions to our success. We recognize that banking is a "local" business, and that to be successful, we must have very strong ties to the communities we serve and strong relationships with our customers.

With benefits starting on day one, 12 bank holidays, profit sharing and company-matched 401(k) contributions, Zions is dedicated to being an employer of choice in our communities. At Zions, the possibilities are endless. You bring the talent; we bring the opportunity.

Enterprise Wealth Management (EWM) is dynamic and evolving business line under the Zions' umbrella that is experiencing significant growth and innovation. EWM offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses. These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of a wealth management group is to help clients grow and preserve their wealth while providing expert guidance to navigate complex financial situations and achieve their long-term financial objectives.

We are currently seeking a Business Analyst as part of our Wealth Management team who can drive efficiency improvements by using various automation tools available such as Power BI dashboards, Power Automate and Power Apps. EWM is in a growth-oriented business; be a part of the team creating economies of scale and the foundation for operational processes.

Wealth Management is a strategic focus and growth opportunity for Zions Bancorporation, an organization that expands across eight affiliate banks in the Western United States. A key role for this position is representing the business line in overseeing the integration of Wealth Data into the Bancorporation's Data Warehouse. If you want to work on a team where your input matters, you get to collaborate with high functioning colleagues with whom you will grow, where your work is truly valued and you make a real difference, then you will find yourself at home.

The Business Analyst will:

• Drive efficiency improvements in the organization in Wealth Management's operational, trading and administrator processes.
• Produces, publishes, and distributes operational dashboards and reports relating to the development and performance of Wealth products and processes.
• Represent Wealth Management in overseeing the integration of Wealth Data into the Bancorporation's Data Warehouse.
• Analyzes and interprets data to identify trends, patterns and opportunities for the Wealth business and its affluent clients.
• Communicates analysis and interpretation to appropriate audience.
• Reviews, analyzes and evaluates business processes, procedures and user needs.
• Provides data analysis to support, compile and report key information for Wealth operations and business objectives.
• Performs Wealth project management leadership functions as a project manager or team member.
• Manages risk and develops dashboards to appropriately mitigate risk for reg 9 reviews, administrative reviews, trading and operational activities.
• Other duties as assigned.

Requirements:

• Hands-on technical experience in creating Power BI dashboards, Power Automate, Power Apps, data integration, Dremio and SQL.
• High level expertise with Microsoft Excel, including the use of macros, pivot tables, etc.
• Requires a Bachelor's business, finance or a related field and
• 6-8+ years experience in business process analysis, gathering and documenting business requirements or other directly related experience.
• A combination of education and experience may meet requirements.
• Working knowledge of data file integrations and data mapping and mining.
• Experience in analysis of business process and workflow and/or process improvement recommendations.
• Working knowledge of business processes analysis, business workflow and process improvement recommendations.
• Knowledge of department specific processes, computer or systems applications or other knowledge skills or abilities may apply.
• Ability to solve problems including multiple priorities and research conflicting and/or inaccurate data.
• Solid analysis and communication skills, both verbal and written.
• Solid interpersonal skills with the ability to work with both management and staff employees.
• Must be able to meet deadlines.

Located in the heart of downtown Salt Lake City, the Zions Bank Building serves as the headquarters of both Zions Bancorporation and Zions Bank. The building sits adjacent to City Creek Center, a world-class shopping and dining destination with more than 100 stores and restaurants. The Zions Bank Building stands tall among Salt Lake City's central business district, providing hundreds of team members with an exceptional work environment and features such as:

• Easy access to the City Creek UTA TRAX station, as well as various electric vehicle charging stations in most City Creek area garages;
• An employee-only fitness center and bike storage;
• An employee lounge, kitchen, micro market, game tables, couches and TVs;
• Private mothers' rooms and lockers; and
• Access to downtown shopping, dining, arts and entertainment.

Benefits:

• Medical, Dental and Vision Insurance - START DAY ONE!
• Life and Disability Insurance, Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA) and dependent care accounts
• Paid Training, Paid Time Off (PTO) and 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing, competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred banking products