POSITION SUMMARY
Works closely with manager and marketing colleagues to better leverage bank and third-party data that leads to business and customer insights and segmentations, identifies product and/or service improvements, and drives client acquisition and retention strategies. Responsible for presenting data-driven initiatives/projects and results to executive management and sales managers for consideration as well as assisting in their development and execution. Collaborates closely with IT and data partners to help mature the bank’s analytic capabilities and reporting tools.
ESSENTIAL REQUIREMENTS
- Analyzes external and internal client data using database queries (SQL), spreadsheet (Excel) models, web analytics tools (Google), statistical analysis tools, and campaign management (HubSpot / Salesforce) software tools.
- Provides actionable overall market and customer insights to address key strategic questions.
- Responsible for tracking, reporting, and analyzing the performance of marketing deliveries, ad-hoc analytic requests, and development/automation of regular reports.
- Understands the regulatory management and use of data, as well as audience targeting modeling.
- Creates presentations to provide market and consumer insights.
- Advises other marketing functions (e-commerce/website, online/offline advertising, brand, product development) as the knowledge owner for client data.
- Collaborates with IT and other data partners on how best to leverage bank and third-party data.
- Works with the Operations teams when data quality and/or errors are found in primary sources.
- Uses statistical tools to identify, analyze, and interpret patterns and trends in complex data sets that could be helpful for diagnosis and prediction.
- Works with programmers, engineers, and business line management to identify process, improvement opportunities, propose system modifications, and devise strategies.
- Prepares final analysis reports for the stakeholders to understand the data-analysis steps, enabling them to make important decisions based on various facts and trends.
- Understands all applicable laws and regulations that apply to the position and comply with the requirements.
- Regular and predictable attendance is an essential requirement of the position.
- Completes all compliance training related to the position.
NON-ESSENTIAL FUNCTIONS
Performs all other duties as assigned
EXPERIENCE/SKILLS
- Five (5)+ years of work experience in marketing research, statistical or data analysis preferred.
- Experience in advanced analytic and statistical techniques related to multivariate and A/B testing, digital revenue attribution, customer segmentation, and marketing effectiveness.
- Experience building and automating management-level reporting.
- Experience with Microsoft Power BI, Tableau, or similar data visualization tools.
- Experience in statistical analysis (SAS or R).
- Proficiency in Microsoft Office (Word, Excel, Outlook, PowerPoint) preferred.
- Proficient in marketing research and statistical analysis.
- Excellent analytical skills and a high degree of business acumen.
- Strong organizational, communication, and presentation skills.
- Proven ability to handle concurrent projects with attention to detail and accuracy.
EDUCATION
Bachelor’s degree in a quantitative discipline or graduate degree preferred.
TRAVEL REQUIREMENTS
Minimal or occasional travel for meetings, projects, or training as needed.
PHYSICAL DEMANDS
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals to perform essential functions.
While performing the duties of this job, the employee is required to sit, stand and walk; use hands and fingers to operate keyboard and other office equipment; reach with hands and arms; and talk or hear. The employee is occasionally required to stoop or kneel. The employee may occasionally lift and/or move up to 10 pounds.
EQUIPMENT
MS Office PC, fax, phone, and standard office equipment.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights (https://www.eeoc.gov/poster) notice from the Department of Labor.
