Customer Engagement Business Analyst
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Key skills for this role
Role Overview
Work closely with Product Owners and business stakeholders on a retail banking transformation initiative.
Convert customer engagement requirements into complete, implementation-ready BRDs and user stories.
Cover business rules, customer journeys, channels, data, integrations, exceptions, and operational impacts.
Key Skills for This Role
Full Job Posting
Customer Engagement Business Analyst
Work closely with Product Owners and business stakeholders on a retail banking transformation initiative.
Convert customer engagement requirements into complete, implementation-ready BRDs and user stories.
Cover business rules, customer journeys, channels, data, integrations, exceptions, and operational impacts.
Key Responsibilities
- Elicit, analyze, and document customer engagement requirements from Product Owners and business stakeholders.
- Author complete BRDs and user stories covering business rules, customer journeys, channel behavior, data flows, integrations, exceptions, and operational impacts.
- Translate business needs into structured requirements for CRM, campaigns, notifications, loyalty, personalization, and digital servicing capabilities.
- Identify gaps and ambiguities in requirements and proactively challenge stakeholders to close them.
- Work cross-functionally across Business, Digital, and Technology teams to align on scope and feasibility.
- Support solution design discussions, ensuring requirements are technically implementable.
- Validate delivered functionality against documented requirements.
Requirements
- 8+ years of Business Analyst experience, with strong exposure to retail banking / banking transformation programs.
- Proven ability to write complete, high-quality BRDs and user stories.
- Strong requirements elicitation skills with the ability to identify and push back on incomplete or ambiguous requirements.
- Experience working across Business, Digital, and Technology stakeholder groups.
- Solid understanding of customer journeys, channels, data, and integrations in a banking context.
- Exposure to CRM / customer engagement platforms.
- Experience with campaigns, notifications, loyalty, or personalization initiatives.
- Digital servicing domain exposure.
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