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PS Business Analyst

Role overview

Qualifications

  • 5 to 8 years of experience in the financial industry dealing with customer acquisitions and client interactions
  • Experience working in a bank, credit union, or technology service provider
  • Experience with banking systems or loan origination systems (e.g., FIS, Temenos, Fiserv, Jack Henry, Lending 360) and understanding of digital banking acquisition processes
  • Familiar with Agile methodology; knowledge of Salesforce; certifications such as CBAP are desirable

Responsibilities

  • Elicit requirements from the client and translate them into user stories and product requirements, acting as a bridge between the client and the Terafina technology team
  • Liaise between the client and internal stakeholders to validate, analyze, and document requirements as user stories and lead discovery activities with the customer
  • Participate in functional design and solutioning; work with the QA team to create test scenarios and review test cases
  • Open to travel to client sites for requirements gathering and UAT activities; participate in Agile processes including sprint grooming and sprint reviews

About the company

Candescent logo

Candescent

Computer Software / SaaS

Candescent brings together the transformative technologies that power and connect account opening, digital banking and branch solutions for banks and credit unions of all sizes. And we’re here to help you extend, differentiate and illuminate your digital-first banking experiences. Our industry-leading products and services, cloud architecture and on-demand developer tools give you the power to differentiate and deliver seamless customer journeys.

Company details

IndustryComputer Software / SaaS
Company size1001 - 5000

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Job description

Candescent is a forward-thinking technology company transforming how financial institutions deliver Intelligent Banking experiences. We unite digital banking, account opening, and branch solutions that power and connect digital banking, account opening, and branch solutions—creating seamless engagement across digital, remote, and in-person channels.

Our Experience-Led, Intelligence-Driven approach combines human-centered design with data, automation, and cloud-based innovation. Built on an API-first architecture, our extensible ecosystem enables institutions to adapt quickly, integrate easily, and unlock new opportunities for growth—turning every customer interaction into a moment of clarity, confidence, and connection.

Job Description for a Business Analyst

Responsibilities

Utilize a deep understanding of the banking sector’s customer acquisition processes to provide examples related to Terafina’s product functionality

Elicits requirements from the client and converts them into user stories and product requirements 

Works as a part of the project team and act as a bridge between the client and the Terafina technology team by elaborating the client requirements

Ability to translate and understand integration requirements underlying the business requirements

Liaises between the client and internal stakeholders to validate, analyze and document the requirements in the form of user stories

Participates and lead discovery activities with the customer to lay down the requirements 

Participates in the functional design and solutioning

Works closely with the QA team to create test scenarios and review the test cases

Ability to learn the Agile methodology and related project tools

Participates in the sprint grooming sessions and sprint reviews both internally and with the customer

Open to travel to client site for requirements gathering and implementation activities like UAT

Experience & Skills Required

5 to 8 years of experience in the financial industry dealing with customer acquisitions and client interactions.

Having worked in a bank / credit union or a technology service provider

Business Banking experience is preferred but is not a prerequisite

User experience with banking systems, for example core systems and Loan origination system like FIS, Temenos, Fiserv, Jack Henry, Lending 360 etc.

Understand of the digital banking’s acquisition process is desirable

Experience in implementing digital solutions would be an advantage but is not a prerequisite

Familiar with Agile methodology would be an advantage but is not a prerequisite

Knowledge and experience of Salesforce would be an added advantage but is not a prerequisite

Any certifications like Certified Business Analysis Profession etc. would be desirable but is not a prerequisite

Excellent communication skills – written and spoken – is required

Experience in customer onboarding is required

Statement to Third Party Agencies
To ALL recruitment agencies: Candescent only accepts resumes from agencies on the preferred supplier list. Please do not forward resumes to our applicant tracking system, Candescent employees, or any Candescent facility. Candescent is not responsible for any fees or charges associated with unsolicited resumes.

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Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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