Business Analyst - Treasury Management
First American Financial· Financial Services· Oct 13, 2026 · 15d ago
USA, California, Santa Ana
Hybrid
Full-time
Senior
$74K–$99K
2+ years exp
Job description
Who We Are Join a team that puts its People First! As a member of the First American family of companies, First American Trust is a federal savings bank that has provided banking, wealth management, and trust solutions on a national, full-service basis for more than five decades. Since 1889, First American (NYSE: FAF) has held an unwavering belief in its people. They are passionate about what they do, and we are equally passionate about fostering an environment where all feel welcome, supported, and empowered to be innovative and reach their full potential. Our inclusive, people-first culture has earned our company numerous accolades, including being named to the Fortune 100 Best Companies to Work For® list for eleven consecutive years. We have also earned awards as a best place to work for women, diversity and LGBTQ+ employees, and have been included on more than 50 regional best places to work lists. First American will always strive to be a great place to work, for all. For more information, please visit www.careers.firstam.com.
What We Do First American Trust is seeking an experienced Business Analyst to support our growing Treasury Management function. This individual will use strong business, operational, and analytical skills to help improve how Treasury Management products and services are implemented, administered, and supported.
The Business Analyst will partner with Treasury Management, New Accounts, Client Services, Operations, Product, Technology, and other business areas to evaluate processes, identify operational gaps and inefficiencies, develop solutions, and support new and enhanced Treasury Management capabilities. The ideal candidate understands commercial banking operations, enjoys solving complex business problems, and can help translate customer and business needs into practical, scalable processes.
What You ll Do:
Analyze Treasury Management processes and workflows to identify inefficiencies, operational gaps, manual workarounds, control opportunities, and areas for improvement.
Support the implementation and ongoing administration of Treasury Management products and services.
Analyze customer and business requirements and help develop practical solutions for Treasury Management service needs.
Support Treasury Management capabilities such as online banking, ACH services, wire services, positive pay, remote deposit capture, account reporting, file transmission, and other commercial banking services.
Partner with New Accounts, Client Services, Operations, Product, Technology, Risk/Compliance, Relationship Management, and other stakeholders to improve the delivery and support of Treasury Management services.
Assist with complex customer implementations, service configurations, and changes to existing Treasury Management relationships.
Evaluate the end-to-end customer and employee experience associated with Treasury Management onboarding, implementation, service maintenance, and support.
Identify recurring customer or operational issues, determine root causes, and recommend sustainable solutions.
Evaluate existing processes and recommend ways to simplify, standardize, or improve them.
Identify manual processes and workarounds that may be candidates for process redesign, automation, or other operational improvements.
Develop and maintain procedures, process maps, business requirements, training materials, implementation documentation, and other operational documentation.
Analyze Treasury Management data to identify trends, service utilization, volumes, exceptions, operational issues, and opportunities for improvement.
Develop reporting and metrics to help management evaluate Treasury Management onboarding, service delivery, operational performance, and customer experience.
Support new Treasury Management product and service initiatives by helping define business and operational requirements, procedures, controls, training needs, and implementation considerations.
Participate in testing and implementation of new or enhanced Treasury Management products, services, and processes to ensure they meet business and operational requirements.
Assist with system and service configuration from a business perspective where necessary to support Treasury Management products and customer requirements.
Facilitate meetings and working sessions with business partners and subject matter experts to define problems, evaluate alternatives, develop recommendations, and drive issues through resolution.
Assist with training and change management associated with new or modified Treasury Management products, services, and processes.
Serve as a business resource for Treasury Management products, processes, and operational practices.
Make recommendations to management regarding Treasury Management processes, procedures, service delivery, reporting, and operational improvements.
What You ll Bring:
BA/BS degree or equivalent work experience.
2-5 years of directly related experience in business analysis, commercial banking, Treasury Management, banking operations, financial services, or a similar field.
Strong analytical and problem-solving skills with the ability to identify root causes and develop practical solutions.
Ability to understand, analyze, and document complex business processes and operational requirements.
Ability to interview business partners, formulate questions, gather requirements, and develop a thorough understanding of business and customer needs.
Strong ability to organize, analyze, interpret, and present data effectively.
Advanced Microsoft Office skills, particularly Excel.
Excellent written and verbal communication skills.
Strong organizational skills with the ability to manage multiple priorities and initiatives.
Experience in commercial banking, Treasury Management, commercial deposit operations, or financial services.
Knowledge of Treasury Management products and services, including online banking, ACH services, wires, positive pay, remote deposit capture, account reporting, and file transmission.
Experience with commercial account opening, customer onboarding, implementation, or Treasury Management service setup.
Experience with the Prelim platform, particularly commercial account opening, onboarding, workflow configuration, or implementation.
Experience with low-code/no-code software or workflow automation tools, particularly when used to improve business processes or reduce manual work.
Experience with process mapping, procedure development, operational reporting, testing, implementation, and change management.
Experience working with banking vendors and cross-functional business partners.
The successful Business Analyst will help Treasury Management operate more efficiently and consistently as the bank grows. This individual will help improve customer onboarding and service delivery, reduce manual work and operational workarounds, strengthen documentation and procedures, improve reporting and visibility, and help ensure Treasury Management products and services can be effectively implemented, administered, and supported. The Business Analyst will become a trusted resource for understanding how Treasury Management services work from the customer and business perspective and identifying opportunities to make those services easier to deliver, support, and scale.
Pay Range: $73,900.00 - $98,500.00 Annually
This hiring range is a reasonable estimate of the base pay range for this position at the time of posting. Pay is based on a number of factors which may include job-related knowledge, skills, experience, business requirements and geographic location.
** Note that the following statements only apply to candidates who will be working from an unincorporated area within Los Angeles County. **
First American will consider for employment all qualified applicants, including those with arrest or conviction records, in a manner consistent with the requirements of applicable state and local laws (e.g., the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act).
First American intends to conduct a review of an applicant’s criminal history in connection with a conditional offer. First American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements.
What We Offer By choice, we don’t simply accept individuality – we embrace it, we support it, and we thrive on it! Our People First culture is inclusive for all employees - not just because it's the right thing to do, but because it's the key to our success. We are proud to foster an authentic and inclusive workplace For All. You are free and encouraged to bring your entire, unique self to work. First American is an equal opportunity employer in every sense of the term.
Based on eligibility, First American offers a comprehensive benefits package including medical, dental, vision, 401k, PTO/paid sick leave and other great benefits like an employee stock purchase plan.
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401k
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