Data Management Specialist

About the Role

Key Responsibilities

• Extract, consolidate, and store data across multiple bank and third-party systems.
• Provide high-quality analytics and reporting for the bank's Senior Officers and Board of Directors, including Retail Banking, Retail Lending, and Business and Government Deposit Services.
• Provide daily deposit reporting to the EVP/Chief Operating Officer and SVP/Retail Banking and Marketing.
• Create scheduled and ad hoc reports, reporting templates, and workflows to support the bank's departments including sales, profitability, audit, and customer programs.
• Perform data analysis, monitor trends, and make recommendations accordingly.
• Manage the bank's MCIF/CRM systems to ensure maximum efficiency and benefit, including system/process enhancements, campaign management, and user administration.
• Work with vendors as needed to support system management.
• Ensure data integrity of the MCIF/CRM systems, including system balancing.
• Assist with surveys, onboarding, and other MCIF/CRM customer workflows.
• Support Retail Banking's Sales Program through tracking, reporting, adjustments, and audits.
• Support Sales Administration with programs, campaigns, and training initiatives.
• Monitor the competitive landscape, including interest rates, fees, and promotions.
• Complete BSA, AML, and other regulatory and continuing education as assigned.
• Adhere to all bank and regulatory policies and procedures specific to the position.
• Assume additional responsibilities as requested.

Requirements

• Three years of data analytics experience preferred.
• Bachelor's degree or equivalent experience required.
• Excellent database management and Microsoft Office/Excel skills required.
• Excellent analytical and problem-solving skills, with critical thinking and keen attention to detail.
• Ability to work independently.

Qualifications

• Bachelor's degree or equivalent experience
• Experience with database management and Microsoft Office/Excel