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Orion InnovationPosted 1 week ago

IT Implementation Analyst

On-siteFrisco, Texas, United States

Full TimeSenior LevelEnterpriseTechnology Services

Job Summary

Lead implementation readiness assessments, discovery sessions, and pre-implementation planning for Teller UX client deployments. Document current-state and future-state teller processes, checklists, playbooks, SOPs, and migration workbooks. Analyze source teller platforms such as DNA Teller, ClearTouch Teller, Integrated Teller, and legacy solutions to identify FI-level, branch-level, and regulatory requirements. Define migration strategies for roles, users, security permissions, and branch structures while developing configuration blueprints and rule-mapping templates. Conceptualize utilities that reduce manual work and implementation cycle time, utilizing AI to generate reusable templates, test scenarios, and migration mappings. Partner with Product, Engineering, and client teams to standardize onboarding workflows.

Required Qualifications

  • Excellent written and verbal communication
  • Ability to confidently communicate with clients
  • Teller UX, DNA, DNA Telle, ClearTouch Teller, or comparable teller/core banking platforms
  • Teller modernization, branch transformation, financial institution conversion, or enterprise software implementation programs
  • Banking workflows including deposits, withdrawals, transfers, loan payments, holds, cash handling, drawer balancing, and branch operations
  • Requirements gathering
  • Process mapping
  • Gap analysis
  • Functional documentation
  • Stakeholder workshops
  • Readiness assessments
  • Onboarding checklists
  • Playbooks
  • SOPs
  • Risk/dependency tracking
  • Role, user, drawer, vault, device, transaction configuration, and security migration planning
  • FI-level setup
  • Branch controls
  • Transaction limits
  • Overrides
  • Approvals
  • Compliance and operational rules
  • Microsoft Copilot/Generative AI
  • Prompt design
  • Documentation automation
  • Rule generation
  • Workflow improvement
  • SQL/data analysis
  • API and integration analysis
  • Data mapping
  • Configuration management
  • Troubleshooting
  • Teller operations
  • Branch workflows
  • Core banking systems
  • Cash management
  • Funds availability
  • Regulatory controls

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