Serves as the key deposits data expert within the organization, and provides thought leadership on deposit pricing, campaign and marketing initiatives, customer and product analytics, and sales reporting requirements.
Essential Job Functions:
Analyzes product, customer, pricing, financial, sales, and deposit data to evaluate trends and synthesize information.
Collaborates with technology partners to develop and enhance the Deposit Management team's data capabilities.
Interprets and provides recommendations for performance and profitability enhancements.
Oversees regular and ad-hoc analytical efforts for the Bank's Deposit Management team.
Conducts research on the Bank's various and wide range of products and services.
Analyzes pricing tests to determine customer response to different initiatives and strategies.
Develops regular reporting to monitor performance of the Bank's deposit 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.
Presents information and analysis to various working groups, councils, committees, and executive management, as needed.
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.
Knowledge of SQL and common scripting languages (e.g., R or Python).
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.
Ability to work without close supervision.
Ability to manage multiple tasks with exacting deadlines in a fast-paced environment.
Ability to demonstrate effective organization, critical thinking, analytical, and problem-solving skills.
Ability to work effectively and demonstrate flexibility in a continually changing environment.
Skill in using computers, including Microsoft Word, Excel and PowerPoint.
Job Expectations: Operate customary equipment and technology used in a business environment, with or without accommodation.
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.
