JOB FUNCTION / SUMMARY:Partners with assigned business segment to provide actionable and decision-relevant business insights based on customer trends, market trends, customer behavior, voice of the customer, competitive assessment, and industry trends. Provides analytical support and business level guidance in creation and distribution of enterprise business intelligence reporting. Provides expert knowledge of current Informational Delivery Platform tools, methods, and best practices, and recommends and implements process improvements. Supports detailed informational analytics support for current and future information reporting needs, distributed via electronically or paper-based, at various levels of the organization. Develops deployment strategies utilizing efficient reporting processes and information retrieval/distribution. Actively participates and provides subject matter expertise in the Informational Projects focusing on solving issues from the business point of view.
ESSENTIAL DUTIES & RESPONSIBILITIES:- Consults regularly with assigned line of businesses to understand their strategic plan, goals, and business issues.
- Consults with management team to identify and define strategic business issues/requirements for analysis.
- Translates business issues into analyses and designs appropriate systems extracts, files, and reports to address the business issues.
- Writes and presents recommendations based on analysis, providing insight, knowledge, and understanding of business, products, markets, and industry.
- Acts as subject matter expert on customer data & integrations.
- Works with a cross-functional marketing team to develop and execute a strategic marketing plan for the line of business and ensures value proposition relevancy and effectiveness.
- Works with various information sources to develop appropriate strategic recommendations to leadership, including customer analysis, market analysis, competitive analysis, financial reports, product trend reports, and industry reports.
- Continuously works towards improving the quality and relevance of information resources.
- Collaborates with Business Intelligence Analysts to design reporting, analyses, and lists that are aligned with the strategy and goals of the lines of business.
- Presents recommendations, analysis, reporting, and research findings to internal audiences by synthesizing complex data and concerts into easy to comprehend, comprehensive, and cohesive presentations.
- Researches any trends, either positive or negative, in the loan and deposit portfolios, and researches the reason and implications of such changes(s).
- Assists in design of the business rules and strategy for Client and Relationship Management hub under the Informational approach.
- Provides information and analysis that guides strategic thinking and supports decision making.
- Provides business need validation in business intelligence development and release cycle, with intake and priority review, and communicates to business and end-user community.
- Works with data management team to identify and document data gaps necessary for information requests and enhancements, and assists in validation once delivered.
SUPERVISORY RESPONSIBILITIES:None.
MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:- Requires a bachelor's degree in Business, Finance, Mathematics, Statistics, Marketing or related field, with a master's degree preferred
- Experience in bank reporting and profitability systems
- An equivalent combination of education, training, and experience may be considered
- At least 4 years of experience with detailed knowledge of the banking / financial services industry
- Understanding of banking, financial services, and/or investment industry
- Advanced understanding of financial reporting and analytics
- Understanding of reporting tools and platforms
- Strong analytical and database skills
- Must be able to work independently, problem solve, and meet deadlines
- Ability to work with mathematical concepts such as probability and statistical inference
- Ability to understand complex financial statistics and reports
- Advanced proficiency in Microsoft Office products including, Word, Excel, Access, PowerPoint, and SharePoint
ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS:- Ability to lift/move/carry approximately 25 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.
