Data Insights Analyst

SUMMARY : The Data Insights Analyst is responsible for developing meaningful analyses with actionable insights and quantifiable predictions across various business lines, with a strong emphasis on hands-on Tableau experience and advanced SQL proficiency. The analyst will visualize results in a business-friendly fashion to support strategic decision-making and will work in a fast-paced, agile team environment, handling both ad-hoc analyses and strategic projects. Candidates will be expected to demonstrate their Tableau expertise and SQL skills during the selection process by discussing their experience, walking through dashboard design and optimization, and answering scenario-based questions about advanced Tableau features, SQL concepts, and business impact.

ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Other duties and special projects may be assigned.

• Interpret data, analyze results using statistical techniques, and provide ongoing reports.
• Build, maintain, and optimize interactive dashboards and reports in Tableau Desktop and Tableau Cloud.
• Demonstrate expertise in Tableau features (calculated fields, data blending, Tableau Prep, dynamic parameters, Viz in Tooltip, dashboard interactivity).
• Publish and share dashboards via Tableau Cloud, manage permissions, and collaborate with business users.
• Perform client profiling, behavior analysis, and segmentation to support CRM strategy development.
• Develop data-driven models to evaluate and increase product profitability.
• Create benchmarks, robust reporting, interactive dashboards, and key metrics to optimize profitability, revenue, and sales growth.
• Leverage cloud-based technologies (e.g., AWS) for data extraction, transformation, and visualization.
• Use business intelligence applications (Tableau, Quicksight, etc.) to develop and validate analytics.
• Implement modeling solutions for new client acquisition, cross-selling, and retention programs.
• Manage all steps of analysis : requirements gathering, methodology development, data pulling, processing, analysis, insight formulation, and results delivery.
• Collaborate with data science and engineering partners to meet business data needs.
• Prepare reports and exhibits; use storytelling skills to deliver clear, concise, and actionable insights.
• Run advanced analytics (e.g., logistic regression, decision trees).
• Adheres to and complies with applicable, federal and state laws, regulations and guidance, including those related to anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.).
• Adheres to Bank policies and procedures and completes required training.
• Identifies and reports suspicious activity.

EDUCATION

Bachelor's Degree in a related field preferred

EXPERIENCE

KNOWLEDGE, SKILLS AND ABILITIES

ADDITIONAL INFORMATION

CANDIDATE INTERVIEW CRITERIA :