Business Analyst - Financial Institutions Cross-Sell Activation & Operating Model

Overview

We are looking for a seasoned Business Analyst specializing in Financial Institutions (FI) Cross-Sell Activation and Operating Models to drive strategic initiatives within the Turkey and Egypt markets. This role involves dissecting institutional client portfolios to uncover wallet-share opportunities while aiding in the rollout of refined operating models, tailored onboarding frameworks, and process enhancements. Collaboration with cross-functional teams such as Coverage, Global Transaction Banking (GTB), Global Markets (GM), Lending, Operations, Risk, and Technology is essential to boost revenue, elevate client experiences, and streamline operations.

Key Responsibilities

• Analyze FI client portfolios to detect cross-selling prospects, identify wallet-share gaps, and explore revenue growth avenues.
• Conduct detailed portfolio evaluations covering product penetration, usage levels, and client profitability.
• Develop comprehensive business cases and data-informed recommendations aligned with market insights.
• Gather and document business requirements from diverse stakeholders including Coverage, GTB, GM, Lending, Operations, and Technology teams.
• Support the design and implementation of Target Operating Models (TOM) and client engagement frameworks.
• Create functional specifications, process documents, and business requirements supporting technology and product enhancements.
• Collaborate with Product Management to uplift institutional banking capabilities.
• Map and assess end-to-end client onboarding and lifecycle management processes, identifying inefficiencies.
• Recommend and support the implementation of process improvements enhancing operational effectiveness and client satisfaction.
• Partner with Operations and Technology on digital transformation and automation projects.
• Assist with lending product initiatives, credit process refinements, and functional requirement definitions for new transaction banking products.
• Manage coordination across product groups to ensure smooth execution of business initiatives.
• Serve as a primary liaison among Business, Coverage, Product Management, Operations, Risk, Technology, and Finance teams.
• Prepare governance documentation, management presentations, KPI dashboards, and monitor project milestones and benefit achievement.
• Facilitate steering committee activities and executive governance meetings.

Qualifications & Experience

• Bachelor's degree in Finance, Banking, Business Administration, Economics, Information Systems, or relevant fields.
• MBA or professional certifications considered an asset.
• 7 to 10 years of professional experience in Corporate, Institutional, or Wholesale Banking.
• Strong background in FI Coverage, GTB, Global Markets, Corporate Lending, Business Analysis, and Business Transformation.
• Experience in operating model design, client onboarding transformation, or cross-sell activation initiatives.
• Proven capability working within multi-product, matrixed banking environments.
• Preferably familiar with banking markets in Turkey and Egypt.

Technical & Domain Skills

• Expertise in FI Coverage, Corporate and Institutional Banking, Wholesale Banking.
• Proficient in GTB, Global Markets, Corporate Lending, Structured Finance, Cash Management, Capital Markets, Treasury Products.
• Knowledge of Client Lifecycle Management, onboarding processes, KYC, and account opening.
• Business analysis skills including requirements gathering, functional specifications, gap analysis, process mapping, and reengineering.
• Hands-on experience with operating model development, process optimization, digital transformation, change management, and automation.
• Strong capabilities in governance frameworks, KPI development, performance monitoring, and reporting.