IT Business Analyst

Truliant’s mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Purpose of the Job

The IT Business Analyst will play a pivotal role in supporting and advancing the technological infrastructure and systems within the credit union. This individual will act as the bridge between IT and various business units, identifying and analyzing requirements, streamlining operations, and implementing technology solutions that align with business goals. The IT Business Analyst will ensure systems and processes are efficient, secure, and provide optimal value to the organization and its members.

Essential Functions and Responsibilities

• Collaborates with business units to gather and document detailed business and technical requirements.
• Analyzes business processes to identify and propose improvements that enhance system efficiency, member experience, and staff productivity.
• Translates business requirements into functional specifications for IT teams and vendors.
• Works with cross-functional teams to design, test, and implement technology solutions aligned with credit union standards and goals.
• Develops and maintains project documentation, including requirements specifications, process flows, user stories, and test plans.
• Assists in selecting and evaluating software and vendors that support credit union needs, assessing costs, benefits, and technical feasibility.
• Works with the project team to define the testing scope, objectives, and acceptance criteria for the project
• Develops or review requirement traceability matrices to ensure all requirements are addressed in testing.
• Creates or assists in creating UAT scripts and test scenarios that reflect real-world business processes.
• Coordinates UAT sessions with business stakeholders, ensuring they understand their role in validating system functionality.
• Identifies, troubleshoots, and resolves system issues in collaboration with IT support teams.
• Conducts root cause analysis for recurring system issues and propose long-term solutions to prevent future disruptions.
• Supports project management activities, including planning, scheduling, and coordinating resources to ensure project milestones are met on time and within scope.
• Works closely with vendors and external consultants to manage implementation timelines, deliverables, and system integrations.
• Raises concerns promptly and collaborate with team members to develop actionable solutions.
• Communicates project progress and challenges to stakeholders, facilitating resolutions as needed.
• Ensures systems and processes comply with regulatory standards, including data security and privacy requirements.
• Supports audits by documenting and validating systems and processes to ensure adherence to policies.

Other Duties and Responsibilities

• Assists with other tasks and projects as assigned. Timely logging of time spent on project and task work.

Knowledge, Skills, and Abilities

• Must have a strong understanding of business processes, particularly within a credit union or financial institution context.
• Must be proficient in business analysis methodologies, tools, and techniques (e.g., Agile, Waterfall, JIRA).
• Must have excellent analytical, problem-solving, and critical thinking skills.
• Must have effective communication and interpersonal skills, with the ability to explain technical concepts to non-technical stakeholders.
• Must have strong project management and organizational abilities, with attention to detail.
• Must be familiar with data analysis tools such as SQL, Tableau, or Power BI.
• Should possess a strong commitment to providing excellent service to Truliant’s members, both internal and external.

Physical Requirements

• Occasional standing, walking, bending, and stooping required
• Must be able to sit at a desk for long periods of time and use a computer
• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds

Education and Background

• Bachelor’s degree, or equivalent experience, in Information Technology, Business Administration, or a related field required.
• Minimum of 3-5 years of experience as an IT Business Analyst required; IT Business Analyst experience within the financial services or credit union sector preferred.
• Hands-on experience with core credit union or banking systems and financial software preferred.
• Workday experience is preferred.
• Certification in Business Analysis (e.g., CBAP) or Project Management (e.g., PMP) is a plus.
• Knowledge of regulatory requirements impacting credit unions, including data privacy and security standards preferred.

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant! 

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching  
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account