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-focused, and technically proficient Senior Functional Analyst to join our Client Management product team. This team is responsible for developing and enhancing solutions that support customer relationship management, sales, and client onboarding, with a focus on delivering an exceptional customer experience.
Our technology ecosystem includes Salesforce CRM and integrated onboarding workflows leveraging Prelim, Docusign, and our Fiserv DNA core banking platform. These solutions help our business teams manage customer relationships, streamline onboarding processes, and deliver efficient, reliable service.
In this role, you will serve as a key bridge between business stakeholders and technical delivery teams, translating complex business needs into practical, scalable, and well-defined technology solutions. You will collaborate with Product Owners, Developers, Quality Assurance, business partners, and external vendors to analyze workflows, evaluate solution options, clarify requirements, and support successful implementation.
We are looking for a proactive problem solver who combines strong business acumen, analytical and critical thinking, technical fluency, and exceptional communication skills. The ideal candidate can independently lead complex feature and workflow analysis, challenge assumptions, anticipate risks and downstream impacts, and take ownership of delivering meaningful business outcomes.
You will be part of a collaborative, remote Agile product team that values innovation, continuous learning, accountability, and delivering exceptional service to our customers.
What You'll Do:
Business Partnership & Solution Analysis
- Build strong relationships with business and technology partners, including Sales, Relationship Management, Banking Operations, New Accounts, Client Services, Compliance/Risk, Information Security, and other technology teams.
- Partner with stakeholders to understand business objectives, processes, policies, and operational challenges, identifying both explicit and underlying needs and translating them into actionable functional and technical requirements.
- Lead discovery and analysis of complex business processes, document current-state and future-state workflows, and recommend solutions that simplify customer onboarding, reduce manual effort, improve data quality, and enhance the customer experience.
- Collaborate with Product Owners, Developers, and technical partners to evaluate solution alternatives, challenge assumptions, identify dependencies, and recommend approaches that balance business value, technical feasibility, operational efficiency, and risk.
Systems, Integrations & Technical Analysis
- Develop an end-to-end understanding of internally developed cloud-native applications and vendor software platforms, including Salesforce, Prelim, DocuSign, Fiserv DNA, and their configurations, data flows, and system integrations.
- Analyze and troubleshoot APIs, system interfaces, data mappings, vendor configurations, and integration behaviors to identify requirements, dependencies, potential failure points, and improvement opportunities.
- Partner with Developers, technical teams, and external vendors to clarify integration requirements, evaluate solution designs, troubleshoot issues, and ensure systems work effectively together.
- Coordinate application enhancements, vendor software updates, and configuration changes, supporting implementation, validation, and documentation of system changes.
Agile Delivery, Quality & Validation
- Independently lead functional analysis for complex features and
... For full info follow application link.First American invests in its employees' development and well-being, empowers them to provide superior customer service and encourages them to serve the communities where they live and work. First American is committed to diversity and inclusion. We are an equal opportunity employer.