Cash Services Operations & Business Intelligence Analyst (Hybrid - Columbia, SC)
The Cash Services Operations & Business Intelligence Analyst is a cash operations and analytics role responsible for executing critical Cash Services functions while leveraging data and analytics to identify improvement opportunities. This position supports day-to-day cash operations including ACH processing, wire transfers, lockbox services, funding activities, digital banking support, exception management, and operational controls.
The role serves as a key contributor to business process optimization by leveraging data analytics, reporting, automation technologies, artificial intelligence, and dashboard development to improve efficiency, enhance service delivery, strengthen controls, and reduce operational costs. The analyst identifies opportunities to eliminate manual processes, increase productivity, create operational capacity, and support scalable growth through technology-enabled solutions.
The position partners closely with Operations and Business stakeholders to deliver actionable insights, develop performance metrics, automate workflows, and implement innovative solutions that improve customer experience and operational effectiveness.
What You'll Do
Perform and Support Daily Cash Services Operations
- Perform and support daily Cash Services operational functions, including ACH, wire transfer, lockbox, funding, digital banking support, and exception processing activities.
- Develop a strong understanding of transaction lifecycles, operational risk, internal controls, procedures, and service expectations.
- Maintain accurate process documentation and support updates as procedures, systems, and business needs evolve.
- Support operational continuity by learning multiple Cash Services functions and assisting during peak processing periods or special situations.
- Monitor and support operational controls, including control validations, exception monitoring, issue escalation, documentation of control activities, and maintenance of appropriate audit or assessment evidence.
Develop Reporting, Analytics, and Business Intelligence Solutions
- Analyze large datasets from data warehouses, data lakes, operational systems, and other sources to identify trends, exceptions, and actionable insights.
- Create dashboards, scorecards, operational reports, KPIs, and executive-level reporting that support decision-making and performance monitoring.
- Perform capacity planning, volume forecasting, productivity measurement, and transaction trend analysis for Cash Services functions.
- Present findings clearly through reports, presentations, visual analytics, and management updates.
- Develop performance metrics and actionable insights that help management evaluate service quality, customer experience, operational risk, productivity, cost trends, and capacity utilization.
Identify Process Improvement, Systems Integration, and Automation Opportunities
- Review operational processes to identify manual work, repetitive activities, duplicate effort, bottlenecks, and opportunities for automation.
- Design future-state workflows that reduce reliance on spreadsheets, email processing, and manual tracking.
- Support automation efforts using tools such as Power Automate, Power Apps, SharePoint, Microsoft Forms, Copilot, dashboards, and workflow tracking solutions.
- Connect multiple data sources and consolidate operational information into centralized reporting solutions that improve visibility, consistency, and management decision-making.
- Support API development and integration efforts by working with technical teams to automate data movement and improve data availability across Cash Services processes.
- Use AI tools to improve reporting and analytics, identify AI use cases within operations, automate data collection and analysis, and evaluate AI-enabled process improvements.
- Partner with business and technical teams to implement integration, automation, and intelligent workflow solutions that improve efficiency, reduce risk, and strengthen controls.
- Partner with Operations and Business stakeholders to gather requirements, understand process pain points, validate future-state workflows, support user adoption, and align solutions to customer and operational needs.
- Evaluate process improvement and automation opportunities based on expected impact to customer experience, service delivery, operational controls, productivity, capacity creation, and cost reduction.
- Track benefit realization for completed improvements, including productivity gains, reduced manual effort, capacity creation, improved controls, and measurable cost or efficiency outcomes.
What You'll Need
- Bachelor's Degree in Business Administration, Finance, Accounting, Management Information Systems, Computer Information Systems, Data Analytics, Economics, Mathematics, Statistics, Operations Management, Industrial Engineering, or a related field. Equivalent combinations of education and relevant work experience may be considered.
- 3-5 years in banking operations, treasury services, cash management, payment operations, ACH processing, wire transfer operations, lockbox operations,
- 4-6 years in business analytics, reporting, process improvement, systems integration, intelligent automation, or a related field.
- 4-6 years developing dashboards, reports, KPIs, process documentation, automation solutions, centralized reporting, data integration, or AI-enabled process improvements.
- 4-6 years partnering with business stakeholders, gathering requirements, translating operational needs into reporting or automation solutions, developing actionable insights, supporting s, and performing cost-benefit or productivity analysis is preferred.
- Demonstrated ability to analyze operational processes, identify root causes, evaluate alternatives, and develop recommendations that improve efficiency, effectiveness, and service delivery.
- Strong analytical and critical thinking skills with the ability to interpret data, identify trends, assess impacts, and translate findings into actionable business insights.
- Ability to lead or support process improvement initiatives through workflow analysis, process redesign, standardization, and automation opportunities.
- Strong business acumen and judgment with the ability to prioritize work, manage competing demands, and make sound decisions in a dynamic operational environment.
- Ability to develop and maintain reports, dashboards, performance metrics, and presentations that support operational and strategic decision-making.
- Strong written and verbal communication skills with the ability to present information clearly and effectively to diverse stakeholder groups.
- Ability to build collaborative relationships and work effectively with cross-functional teams, business partners, and leadership to achieve organizational objectives.
AgFirst Farm Credit Bank provides financing, as well as technology and other value-added services, to association partners so they can lend to rural residents and agricultural operations of all sizes. We take pride in investing in our employees, our partners and our community.
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