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Posted: 10/20/2026Online Banking Intake Analyst
SouthState BankCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in managing online banking intake processes, including roadmap administration, prioritization, and stakeholder communication. Proficient in utilizing project management tools and methodologies to enhance operational efficiency and decision-making.
Highest-signal resume keywords
Project ManagementRoadmap AdministrationStakeholder CommunicationPortfolio GovernanceMicrosoft 365 Proficiency
About the role
Key responsibilities & impact- Own and administer the Online Banking intake process, including 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
- Keep roadmap status, owners, dependencies, risks, milestones, and decisions current
- Support roadmap sequencing, dependency analysis, delivery scheduling, annual planning, quarterly reviews, resource forecasting, and commitment adjustments
- Facilitate intake review, prioritization, tradeoff, stakeholder review, and approval discussions
- Organize and summarize cross-team roadmap changes and updates for the Digital Banking department
- Prepare executive-ready reporting and planning materials on roadmap progress, priorities, risks, dependencies, decisions, milestones, and capacity constraints
- Improve intake, prioritization, roadmap governance, reporting, workflow automation, decision transparency, and administrative efficiency
- Apply appropriate AI and automation
- Take ownership of tasks and challenges encountered in the assigned position
Requirements
What you’ll need- High school diploma or equivalent required
- Bachelor’s degree in Business, Finance, Information Technology, Project Management, or a related field preferred
- Two or more years of experience in project management, portfolio management, product operations, business operations, or digital delivery
- Experience with roadmaps, work intake, prioritization, or project portfolios
- Strong organization, planning, facilitation, prioritization, analytical, problem-solving, and decision-support skills
- Excellent written, verbal, and presentation communication skills
- 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
- Ability to translate complex delivery information into concise executive-ready updates
- Ability to communicate in person, on the phone, and through electronic channels
- Ability to use a computer frequently, 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
- No specific license or certification required
Benefits
Comp & perks- Remote work arrangement
- Secure and distraction-free remote setting required
- Reliable internet connection (cable or fiber preferred)
- Reasonable accommodations may be made for individuals with disabilities
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Project ManagementRoadmap AdministrationPrioritizationCapacity TrackingChange ManagementAnalytical SkillsProblem-SolvingDecision SupportWorkflow AutomationDigital Delivery
Soft Skills
Strong OrganizationPlanning SkillsFacilitation SkillsInfluencing Without AuthorityExcellent Communication
Tools & Technologies
Microsoft 365Power BIJiraOnline Banking PlatformsCustomer-Facing Technologies
Industry Keywords
Portfolio ManagementOperational ImprovementsRegulatory RequirementsDigital BankingExecutive Reporting