In this role, you will be responsible for researching overdraft and excess cash accounts for Wealth Management and distributing daily reports. Detailed knowledge of system coding and the implications of that coding is required.
The Specialist Sales Reporting works closely with the sales team and clients in analyzing, creating reports, and presentations; demonstrates knowledge and understanding of software tools to create, edit, and analyze reports, graphs, and presentations
In this role, you will develop and maintain customer profiles that identify key areas of activity and potential transactional risk using a variety of available tools, including analytical software and other databases, including MS Office Suite.
The Business Analyst will support new business proposal development and business operations. Identify, research, organize, develop, and manage a variety of business development and proposal activities.