- Conduct advanced analysis on branch performance and banker productivity
- Build and optimize banker and branch-level KPIs, to evaluate performance and activity trends, and identify gaps and opportunities
- Identify drivers of sales, customer engagement, retention, and operational efficiency
- Partner with branch stakeholders, finance, and product teams to execute on strategy
- Influence cross-functional stakeholders and partners
- Lead moderately complex analytics initiatives independently, using complex large structured and unstructured data sets from various sources
- Design experiments and measurement frameworks to quantify business outcomes.
- Synthesize complex data into clear, actionable insights and recommendations, and communicate effectively through compelling executive-level storytelling, high-quality presentations, data visualizations, and impactful dashboards
- Define analytical approaches rather than only executing them
- Balance business priorities, statistical rigor, and practical implementation
- Guide analytic best practices across the team
Requirements
- 5+ years of data science experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
- Master's degree or higher in a quantitative discipline such as mathematics, statistics, engineering, physics, economics, or computer science
- Experience applying quantitative and analytical techniques to identify trends, solve business problems, and inform decision-making
- Proficiency in SQL, SAS, Python; moderate statistical modeling is a plus
- Working knowledge of data visualization tools, preferably Power BI or Tableau
- Financial services, retail/branch banking, or customer analytics experience
- Ability to translate complex data into clear, compelling narratives and build productive working relationships across business and technical teams.
Core Competencies
Demonstrates expertise in advanced data analysis, KPI optimization, and translating complex data into actionable insights. Proficient in collaborating with cross-functional teams to drive strategic initiatives in financial services and retail banking.
Highest-signal resume keywords
- Data Science Experience
- SQL Proficiency
- Data Visualization Tools
- Quantitative Analysis
- Master's Degree in Quantitative Discipline
Hard Skills
- Data Analysis
- KPI Optimization
- Statistical Modeling
- Quantitative Techniques
- Data Synthesis
Soft Skills
- Effective Communication
- Relationship Building
- Storytelling
Industry Keywords
- Financial Services
- Retail Banking
- Customer Analytics
- Branch Performance
- Operational Efficiency
Tools & Technologies
- SQL
- SAS
- Python
- Power BI
- Tableau