Business Analyst CRM in Private Banking
2 days ago
**Key Role and Responsibilities**:
- Develop foundational CRM capabilities and recommend improvements to optimize client relationships.
- Lead the creation and execution of a data migration and reconciliation strategy for the CLM TOM.
- Facilitate and manage cross-functional working groups to align on CRM strategy and direction.
- Organize and plan tasks required to deliver CRM-related capabilities and enhancements.
- Define business requirements, develop capability roadmaps, and deliver effective solutions.
- Collaborate with teams on the CLM TOM program to ensure effective engagement and alignment.
- Conduct functional, regression, performance, and usability testing to ensure software quality.
- Track and document software defects, issues, and test results using project management tools.
- Proven experience as a Business Analyst, ideally in client onboarding, lifecycle management, or CRM projects within Private Banking.
- Hands-on experience in large-scale data migration projects is essential.
- Experience in Private Banking, with knowledge of business integration and front-office processes.
- Proficiency in tools like PowerPoint, Excel/Power BI, and Word.
- Strong project management skills and familiarity with issue-based problem solving.
- Excellent communication skills and the ability to work independently to meet deadlines.
- Familiarity with software development, testing methodologies, and project management tools.
- Bachelor’s degree in Finance, Business Administration, or related field.
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