Advanced Business Analyst (Salesforce & nCino)

Wintrust provides community and commercial banking, specialty finance and wealth management services through its 16 bank charters and nine non-bank businesses. Wintrust delivers the sophisticated solutions of a large bank while staying true to the relationship-focused, personalized service of our community banking roots. We serve clients in all 50 states with more than 200 branch banking locations in Illinois, southwestern Florida, northwestern Indiana, west Michigan and southern Wisconsin and commercial banking offices in Chicago, Denver, Milwaukee, Grand Rapids, Mich., and in key branch banking locations throughout Illinois. Our people are the heart of our business and we are proud to rank consistently as a top place to work. Wintrust is a $66 billion financial institution based in Rosemont, Illinois, and listed on the NASDAQ Global Select Market under the symbol “WTFC.”

Why join us?

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 11 years) and Employee Recommended award by the Globe & Mail (past 6 years)

Competitive pay and discretionary or incentive bonus eligible

Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few

Promote from within culture

Why join this team?

This position has the opportunity to interface with and have a positive impact on multiple areas of Wintrust's business

We hold ourselves accountable to high standards, share wins, operate ethically, and have fun

Position Overview:

The Advanced IT Business Analyst is a mid-level business analysis position and serves as a key subject matter expert for organizing and coordinating strategic business analysis services. This role will be key to understanding and documenting capabilities and business, functional and technical requirements needed to address business challenges. Business Analysts work closely with Business resources and stakeholders, internal Technology teams, and various vendors and third-party consultants and implementers.

The ideal candidate will bring strong experience working within Agile Scrum environments and possess hands-on knowledge of Salesforce and nCino platforms , with the ability to support business process analysis, requirements gathering, solution design, and system administration activities. This includes experience with Salesforce user administration, data and field analysis, system configuration research, and supporting business processes within the nCino platform. Experience within commercial banking or financial services environments is highly preferred.

This role requires a collaborative mindset, extensive Agile and Scrum knowledge, and the ability to influence and guide stakeholders while supporting enterprise initiatives that leverage Salesforce, nCino, and other critical business platforms.

What You’ll Do

Partner with business stakeholders to gather, analyze, and document business, functional, and technical requirements for new initiatives, enhancements, and strategic projects.

Serve as a liaison between business and technology teams, ensuring requirements are clearly defined, communicated, and aligned with business objectives.

Create, refine, and manage user stories, acceptance criteria, and JIRA backlog items while partnering with development teams throughout the SDLC.

Support Salesforce and nCino initiatives by analyzing business processes, gathering requirements, and assisting with platform administration, workflows, and system enhancements.

Participate in Agile delivery teams, facilitating requirements discussions, sprint activities, and cross-functional collaboration to drive successful project outcomes.

Ensure compliance with Enterprise PMO governance standards, project documentation requirements, and established delivery methodologies.

Collaborate with cross-functional stakeholders to support project implementation, testing, issue resolution, and continuous process improvement efforts.

Qualifications

3-5 years of experience working in a financial services environment with a special emphasis on coordinating business, functional and technical requirements and/or project management across large cross functional teams, programs or projects

2+ years of experience working on the Salesforce CRM Platform

2+ years of experience working on the nCino loan origination system

2+ years of experience working with JIRA

Salesforce Administrator Certification, a plus

Advanced knowledge of general IT, and Business Operations

Must possess solid leadership, time management, facilitation, and organizational skills

Advanced knowledge of change management principles and performance evaluation processes

Exposure to Software Development Life Cycle (SDLC) including Agile and Scrum Methodologies

Must have working knowledge of business productivity tools like Microsoft Office, Excel, Power Point, and Visio.

Excellent written and verbal communication skills, must be able to effectively communicate with both technical and non-technical people

Ability to be creative and think outside of the box to see the whole business picture while maintaining an exceptional eye for detail

Ability to work on multiple projects and programs simultaneously

Able to work with strict deadlines and time pressure

Excellent attitude and positive demeanor

Ability to create and manage JIRA user stories throughout the SDLC process following Agile methodology

Benefits:

Medical Insurance • Dental • Vision • Life insurance • Accidental death and dismemberment • Short-term and long-term Disability Insurance • Parental Leave • Employee Assistance Program (EAP) • Traditional and Roth 401(k) with company match • Flexible Spending Account (FSA) • Employee Stock Purchase Plan at 5% discount • Critical Illness Insurance • Accident Insurance • Transportation and Commuting Benefits • Banking Benefits • Pet Insurance

Compensation:

The estimated salary range for this role is $82,000.00 - $100,000.00, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

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From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.