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About the job

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Location: Remote (PST hours preferred)

Preferred: Northern California

Industry: Credit Union / Financial Services

Position Overview

Our client is seeking a Senior Business Analyst to support a major Digital Account Opening Modernization initiative. This individual will lead requirements discovery, analyze legacy processes and systems, and help define future-state solutions that enhance the member experience while preserving key business differentiators.

The ideal candidate has strong requirements elicitation skills, experience with legacy modernization efforts in a bank or credit union environment, and thrives in complex environments where stakeholders may not be able to clearly define requirements upfront.

Key Responsibilities

Lead stakeholder interviews, workshops, and discovery sessions.

Gather, analyze, and document business and functional requirements.

Translate business needs into epics, user stories, and acceptance criteria.

Evaluate existing systems, processes, and business capabilities to determine what should be retained, enhanced, or retired.

Support legacy platform modernization and functionality rationalization efforts.

Partner with business and technology teams to define future-state processes and solutions.

Utilize Jira and Confluence to manage requirements and Agile artifacts.

Required Qualifications

Proven experience in requirements elicitation, stakeholder management, and workshop facilitation.

Strong Business Analyst fundamentals, including process analysis, documentation, and critical thinking.

Experience supporting legacy system modernization, platform replacement, or digital transformation initiatives.

Banking or credit union experience, preferably related to account opening processes.

Strong Agile experience with Jira and Confluence.

Ability to quickly learn business processes, operating models, and organizational nuances.

Preferred Qualifications

Digital account opening experience.

MeridianLink experience.

Credit union operations knowledge.

CBAP or other IIBA certifications (nice to have, not required).

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