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Mid-level BA title, metro location, and common 5–8 year requirement increase competition.
Requires banking domain expertise and banking systems knowledge, limiting cross-industry transferability.
Explicit 5–8 years and mandatory banking/customer onboarding experience create strict filtering.
Own the elicitation, analysis, and documentation of client requirements into user stories and product requirements for banking customer acquisition processes.
Serve as liaison between client and technology team to translate business needs, including understanding integration requirements and validating through discovery and functional design.
Collaborate with QA on test scenarios and participate in Agile ceremonies; may involve travel for client site engagements including UAT activities.
5 to 8 years of experience in the financial industry focusing on customer acquisition and client interactions, preferably within a bank, credit union, or financial technology service provider.
Experience with banking systems or core banking platforms (e.g., FIS, Temenos, Fiserv, Jack Henry, Lending 360) and customer onboarding processes.
Excellent written and spoken communication skills.
Work Experience Required: 5 to 8 years in relevant financial industry roles.
Deep understanding of banking customer acquisition and digital banking processes with ability to translate business needs into technical requirements.
Experience working in Agile teams with knowledge or willingness to learn Agile methodologies and project tools.
Comfortable engaging directly with clients on discovery, functional design, and user acceptance testing, including travel to client sites when needed.