Job Title: Branch Services Business Analyst
Job Type: Full-time
Location: Salt Lake City, Utah
All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.
Reporting to the Director of Partner Services, the Branch Services Business Analyst will apply analytical skills to support branch service initiatives and execution of branch service strategies. This position will problem-solve through data, while thoughtfully incorporating product dynamics, marketing influences, and a wide range of member impact into recommended solutions. This position will gather sales and production data and report findings and suggestive enhancements to improve sales. This position will work in a collaborative environment on a horizontal team supporting all retail markets and contributing to analytic pursuits across the organization.
Responsible and Accountablefor:
Designs, conducts, analyzes, reports on, and manages branch and market production results
Develops necessary reporting using Excel and PowerBI tools and provides monthly metrics to show opportunities and trends.
Conducts research on member experience, services, and products via a variety of research methods
Assist management in establishing or enhancing the measurement of key performance indicators via new dashboards/scorecards.
Support market directors in ongoing initiatives from a data and analytic perspective and provide ad-hoc analysis as needed
Maintain and improve reporting for the Retail team, including providing guidance in forecasting and budgeting
Works closely with Data Analytics and Application Technology teams along with other organizational data experts to ensure validity and accuracy of data sources.
Participates on the analyst forum and ask forum
Knowledge, Skills andAbilities:
Possess an excellent analytical, strategic and financial acumen with the ability to think strategically and draw logical conclusions and exercise judgment in recommendations
Proficient with Microsoft Office Applications such as Word, Excel, Outlook, PowerPoint and Access.
Demonstrated data visualization and querying (SQL) expertise. Power BI (Tableau) experience is preferred, but similar systems with transferrable skillsets (Looker, QlikView, Periscope, etc.) are acceptable
Ability to collaborate and communicate professionally, concisely and effectively, both verbally and in writing to staff, executive management and external business partners
Self-starter who can be hands-on and can analyze, interpret and derive insights into business reports, analytic models, and data sources
High degree of accuracy with attention to detail, strong drive and a proven ability to work independently
Education, Experienceand Certification:
Education:Bachelor's degree required or equivalent experience
Experience: 2 to 5 years experience in lending,sales or marketing, and business analysis
Experienceusing Excel, SQL, Power BI and Tableau like software (business analyst)
Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration.
Chartway Federal Credit Union is an EOE/M/F/ Disability/Vet Employer.
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