SUMMARY: The Salesforce/nCino Technical Systems Analyst will be responsible for the day-to-day administration, configuration, and optimization of our Salesforce platform. This role will be working with our continuous improvement and delivery team on initiatives supporting a variety of BankUnited stakeholders, ensuring alignment with business objectives and regulatory compliance. This individual must be able to deliver scalable reliable solutions that enhance user experience.
ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.
- Design:
- Collaborate with stakeholders to understand business requirements, objectives, and processes related to the banking domain.
- Design comprehensive and scalable solutions for Salesforce echo system that align with industry best practices and regulatory compliance.
- System Configuration:
- Utilize expertise in Salesforce and nCino capabilities to configure and customize the systems for the bank's line of business/
- Configure objects, workflows, reports, and dashboards to optimize processes and enhance user experience.
- Manage security settings, user roles, and permissions to protect sensitive data.
- Integration Management:
- Managing integration between Salesforce and other third-party applications used by the organization.
- Architecture Governance:
- Adhere to BankUnited architectural principles, standards, and guidelines for Salesforce and nCino implementations.
- Consider security, data governance, and scalability requirements, providing guidance to development teams and ensuring adherence to best practices.
- Stakeholder Collaboration:
- Work closely with Product Owners, Product Analysts, Delivery Team, and other stakeholders to gather requirements and translate them into technical solutions.
- Conduct regular meetings and presentations to communicate design, progress, and risks.
- Documentation:
- Create and maintain comprehensive documentation of the Salesforce and nCino architecture, including functional specifications, technical designs, data models, and integration workflows.
- Ensure documentation is accurate, up-to-date, and accessible to relevant stakeholders.
- Technical Leadership:
- Provide technical leadership and guidance to development/administrative teams, ensuring successful delivery of Salesforce and nCino solutions.
- Mentor and coach junior team members, promoting knowledge sharing and continuous learning.
- Industry Expertise:
- Stay updated with industry trends, best practices, and emerging technologies in the domain of banking and financial services.
- Leverage this knowledge to drive innovation and recommend improvements to the Salesforce echo system.
- Project Lifecycle Support:
- Lead functional and technical workshops, demonstrating leadership skills in designing, delivering, testing, and deploying solutions.
- Serve as a trusted advisor to the Salesforce Platform team, driving conversations with Enterprise Architects and business stakeholders to shape the architectural vision and establish a program architectural roadmap.
- Manage user expectations and negotiate solutions to complex problems with both users and third-party stakeholders.
- Strategic Guidance:
- Guide IT partners, and Salesforce implementation team on executing digital transformation using the Salesforce platform products.
- Establish trust with business leaders, promoting and implementing standard processes via Salesforce.
- Develop sophisticated business processes using native Salesforce Industries technology and integration tools.
- Proactively highlight and manage risk areas in solutions, committing to see issues through to completion.
- Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
- Adheres to Bank policies and procedures and completes required training.
- Identifies and reports suspicious activity.
EDUCATION
Bachelor's Degree in Computer Science, Information Sciences, or related IT discipline Allowable Substitution: Additional ten (5+) years of related professional experience can be substituted for a BS/BA degree
EXPERIENCE
- 5+ years of experience in developing technology solutions
- Expertise in one or multiples of - Salesforce Financial Services Cloud (FSC), Sales/Service/Experience/Marketing Cloud, and Data cloud
- Domains - Banking and Financial Services
- Domains - Integration Architecture required
- Domains - Platform Security required
- Domains - Identity and Access Management/Integration Security
- Domains - Sharing and Visibility required
- Domains - Data Architecture and Management required
- Domains - Architectural Design Patterns
- Domains - Apex Design Patterns required
- Domains - Salesforce/Apex, Triggers, Lightning Flows, Lightning, LWC, and experience with modern web and mobile technologies (HTML, CSS, JavaScript, Web Components, others)
- Domains - OmniStudio Developer/Consultant
- Product knowledge and experience - Data Cloud, Marketing Cloud, nCino -- LOS and Treasury Services and Financial Services Cloud (FSC)
- Expertise in User Journey preparations, User Story reviews, Data Modeling, Apex Design Patterns, and other modern UI techniques
CERTIFICATES, LICENSES, REGISTRATIONS
- Salesforce Certification preferrederred (Admin, Developer, Sales, and Service Clouds, Application Architect).
KNOWLEDGE, SKILLS AND ABILITIES
- Excellent leadership, communication, and collaboration skills.
- Ability to mentor and guide junior team members.
- Up-to-date knowledge of industry trends and emerging technologies in banking and financial services.
#GoForMore |
BankUnited
Sep 10, 2025