Online Banking Intake Analyst

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.

We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!

Summary

The Online Banking Intake Analyst serves as the central coordination point for Online Banking initiatives by administering demand intake, roadmap governance, prioritization support, and delivery coordination. The role ensures requests are evaluated, documented, communicated, and delivered in alignment with strategic objectives and team capacity. It provides leadership with clear visibility into commitments, risks, dependencies, decisions, and resource constraints.

Duties & Responsibilities

• Own and administer the Online Banking intake process, including capturing and tracking requests, enhancements, defects, regulatory requirements, operational improvements, and strategic initiatives.
• Establish and maintain standardized intake procedures and documentation requirements; validate business justification, customer impact, risk, benefits, dependencies, approvals, and resource needs.
• Administer and maintain the Online Banking roadmap under the direction of the Product Manager and Director, keeping status, owners, dependencies, risks, milestones, and decisions current.
• Support roadmap sequencing, dependency analysis, delivery scheduling, annual planning, quarterly reviews, resource forecasting, and recommendations to adjust commitments when constraints arise.
• Facilitate intake review, prioritization, tradeoff, stakeholder review, and approval discussions using transparent criteria such as customer impact, strategic alignment, risk, regulatory need, efficiency, effort, and capacity.
• Organize & summarize, the reporting of cross-team roadmap changes and updates to show the full roadmap of Digital Banking as a department.
• Prepare executive-ready reporting and planning materials that provide accurate visibility into roadmap progress, priorities, risks, dependencies, decisions, milestones, and capacity constraints.
• Continuously improve intake, prioritization, roadmap governance, reporting, workflow automation, decision transparency, and administrative efficiency, including appropriate use of AI and automation.
• It is the responsibility of this role to take ownership of all tasks and challenges that they encounter in the operation of their assigned position. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Qualifications

Education Requirements

• High school diploma or equivalent required; bachelor’s degree in Business, Finance, Information Technology, Project Management, or a related field preferred. In lieu of a degree, three years of banking experience with an emphasis on project management or organization is preferred.

Minimum Experience

• Two or more years of experience in project management, portfolio management, product operations, business operations, or digital delivery, including experience with roadmaps, work intake, prioritization, or project portfolios.

Licenses & Certifications

• No specific license or certification required.

Additional Physical Demands

• No additional physical demands beyond those listed below.

Knowledge, Skills, & Abilities

• Strong organization, planning, facilitation, prioritization, analytical, problem-solving, and decision-support skills; excellent written, verbal, and presentation communication; ability to influence without direct authority; knowledge of portfolio governance, capacity tracking/planning, change management, and delivery methods; experience supporting online banking platforms or related customer-facing technologies; proficiency with Microsoft 365, Power BI, Jira, or similar tools; and ability to translate complex delivery information into concise executive-ready updates.

Physical Demands and Work Environment

Physical Demands

• Ability to communicate in person, on the phone, and through electronic channels

• Ability to use a computer on a frequent basis, including typing and sustained attention to a monitor
• Ability to sit, walk, and/or stand for extended periods of time

• Ability to bend and reach

Work Environment

• Office: If the position reports to a physical Company location, the setting will be a typical office environment.
• Remote or hybrid:For remote or hybrid positions, a secure and distraction-free setting is required, with a reliable internet connection (cable or fiber preferred, mobile hotspots not acceptable). Hybrid positions will report to a physical Company location, as directed by the manager, and that setting will be a typical office environment.

Equal Opportunity Employer, including disabled/veterans.

Originally posted on Himalayas