Private Bank Business Analyst

Position Title
Private Bank Business Change Analyst

Location
Nationwide, MI 48098

Job Summary
The Business Change Analyst will support change initiatives within the Private Banking and Wealth Management business by developing job aids, analyzing backlog of improvement opportunities, and contributing to process efficiency improvements. This role will be responsible for executing day-to-day tasks that strengthen process controls, enhance data integrity, and drive continuous improvement in business operations. The role will also support documentation, stakeholder engagement, and success tracking for new initiatives.

Pay Range: $73,626 – $95,714 – $117,801

Pay Range:
Local Minimum Wage – $0.00 – $0.00

• With across the Private Banking and Wealth Management organization to create and maintain accurate job aids that support procedure execution
• Assist in intake, triage, and analysis of client complaints and business-identified opportunities for improvement, supporting timely remediation and documenting root causes.
• Contribute to process efficiency initiatives by documenting workflows, identifying improvement opportunities, and supporting implementation
• Support oversight of control reporting by validating data integrity, preparing summaries and escalating issues.
• Track and report on KPIs related to change initiatives, control effectiveness, and process efficiency.
• Partner with Technology teams to gather requirements and support user acceptance testing (UAT) for system enhancements.
• Assist with stakeholder engagement by preparing workshop materials, capturing feedback, and tracking action items.
• Uses independent judgement and discretion to make decisions.
• Analyzes and resolves problems pertaining to scope of responsibilities.
• Responsible for talent management functions including: employment, performance evaluations, staff development/training, disciplinary actions, succession planning and ensuring all staff comply with compliance requirements.

• Provide support for training and communication efforts related to new or updated procedures.
• Maintain documentation for change projects, including requirements, meeting notes, and reporting
• Assist in preparing materials for management review on process improvement and complaint themes.
• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

• Education level required:
  High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent.
• Minimum experience required: 4+ Years experience in financial services, operations, or process improvement
• Strong analytical skills with attention to detail and accuracy.
• Ability to manage multiple priorities with strong organizational skills.
• Strong communication skills, both written and verbal.

• Undergraduate Degree (4 years or equivalent) in Business or Finance
• Experience in Private Banking, Wealth Management or Financial Services
• Exposure to process improvement or change management methodologies.
• Familiarity with control reporting or risk management practices.

• Analytical Thinking – Breaks down issues into logical components
• Process Discipline – Supports accurate documentation and execution of procedures
• Problem-Solving – Provides insights that contribute to remediation and improvement
• Team Collaboration – Works effectively with colleagues across teams.
• Detail Orientation – Ensures accuracy in reporting, documentation, and analysis
• Change Support – Assists in training, adoption, and readiness activities.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal…