Serves as one of the key deposits data experts within the organization, and provides analytical support on deposit pricing, campaign and marketing initiatives, Retail Bank performance, and reporting requirements.
Essential Job Functions:
- Analyzes product, pricing, financial, and marketing data to evaluate trends and synthesize information.
- Interprets and provides recommendations for performance and profitability enhancements.
- Conducts regular and ad-hoc analytical efforts surrounding the Bank’s Retail Bank.
- Conducts research on the Bank’s sales and operations data.
- Analyzes various marketing and pricing tests to determine customer response to different initiatives and strategies.
- Develops regular reporting to monitor performance and effectiveness of tests and portfolios.
- Partners with various teams across the Bank to coordinate report distribution and knowledge sharing across the organization, including to key stakeholders for executive meetings.
- Provides adhoc analytical support to Branch Administration leadership.
- Regularly exercises discretion and judgment in the performance of essential job functions.
- Maintains good punctuality and attendance to work.
- Follows Bank policy, procedures and guidelines.
Knowledge, Skills & Abilities:
- Knowledge of relational databases.
- Ability to analyze complex financial data and turn it into actionable analysis, insights, and strategic recommendations.
- Ability to communicate effectively, both verbally and in writing.
- Ability to demonstrate business acumen and attention to detail.
- Ability to create and own reports distributed to large groups throughout organization.
- Ability to work with various cross-functional teams in a rapidly moving and changing work environment.
- Ability to demonstrate initiative in managing work and accomplishing objectives.
- Ability to demonstrate excellent and effective customer service skills.
- Skill in using computers, including Microsoft Word, Excel and PowerPoint.
Equipment Used in Job Performance/Working Environment:
- Computer
- Telephone
- Multi-function device
Major Job Demands (Physical/Mental):
- Decision-making
- Problem-solving
Note: This description is not an exhaustive list of all job functions, duties, skills and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time.
Position Requirements:
Basic Qualifications:
- Bachelor’s degree in finance, marketing, economics, business, computer science, statistics, or related field, or commensurate work experience, required.
- MBA or Master’s degree in a quantitative field preferred.
- Minimum one (1) year of experience with SAS EG, Base SAS, SQL, or a scripting language (e.g., R, Python) in a professional or academic setting required.
- Experience with SAS Visual Analytics or Power BI preferred.