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Business Analyst II ( Wealth Management)

First Citizens Bank
United States, North Carolina, Raleigh
8540 Colonnade Center Drive (Show on map)
Feb 04, 2026
Overview

This position is responsible for providing troubleshooting and operational business support for FCB's Wealth digital platform "Wealth Access". Performs needs assessments to determine business requirements and implements functional specifications to assigned systems. Performs user acceptance testing and provides guidance on systems integration and general QA testing. Experience working in wealth management or financial services preferred. Knowledge of SQL and relational databases, user application testing, troubleshooting and root cause analysis. Comfortable communicating and presenting to management within Wealth Management to prioritize feature/enhancement deliverables. May occasionally guide less experienced analysts in the work group.


Responsibilities

  • Data Analysis - Sources, compiles, and interprets data. Analyzes data for accuracy and efficiencies, effectively communicates analysis output.
  • System Support - Provides daily technical support for systems by responding to inquiries, ensuring processes run smoothly, and working to continuously improve the end-user experience. Assists in implementing recommended modifications and enhancements. May serve as an analytics resource to wider organization or business units.
  • Identifying Requirements - Determines system requirements and communicates them through the use of specifications, reports, project plans, or other forms of documentation. Ensures compliance through monitoring and analysis.
  • Reporting - Produces reports based on data analysis, user input, and system testing. Identifies patterns, discrepancies, and areas of improvement.

Qualifications

Required Skills: Bachelor's Degree and 4 years of experience in Operational Support, and Analytics OR High School Diploma or GED and 8 years of experience in Operational Support, and Analytics.

Preferred Skills: Basic working knowledge of SQL and relational databases, User application testing. Troubleshooting. Knowledge of Wealth Management /Banking core systems. Ability to use excel to analyze data (pivots, lookups, etc.)

Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates. More information can be found at https://jobs.firstcitizens.com/benefits.

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