Conducts quantitative and qualitative review of member relationships by conducting analyses of the Credit Union’s programs, member demographics, and member preferences.
Conducts stakeholder interviews to acquire requirements, works with business partners to obtain data, and validates data from different sources.
Conducts market research to identify trends in products (i.e. pricing), delivery channels, best practices, and consumer preferences related to the financial services industry.
Provides competitive analysis and recommendations based on market offerings, pricing, and trends.
Assists in the strategy, planning, delivery, marketing and in-life optimization of products and services such as deposit accounts, loyalty program and fee programs.
Assists with the strategic recommendations for present and future products by reviewing customers’ needs, market landscape, industry trends, and product requirements.
Assists in developing plans that improve and enhance products to drive increased market penetration and cross-sell opportunities.
Analyzes and synthesizes information from credit union performance analytics reports, workshops, and other data sources.
Runs queries, produces reports, and analyzes data from multiple sources, i.e. data warehouse, third-party peer data systems, etc.
Assists the Manager of Research & Development with key projects initiated by the department and the Credit Union.
Works with Manager of Research & Development and team members to conduct quantitative and qualitative analysis of new product/service ideas and/or product/service changes.
Assists in the analysis and reporting of product metrics to track performance and areas of improvements (including financials, member satisfaction, customer expectations, market requirements, key performance metrics).
Interprets insights from product metric reports and develops recommendations that drive business decisions and growth.
Works with leaders and peers to prepare recommendations for senior management using business case analysis to quantify the strategic and financial benefits for innovations that merit further development.
Assists with ad-hoc surveys; designs workflows, tests and validates workflow, deploys and analyzes surveys, and reports survey results.
Assists with internal survey processes; tests and validates workflow, deploys and analyzes surveys, and reports survey results.
Assists in reviewing scorecard performance metrics to ensure alignment with the corporate strategy; implements structural updates to scorecards; updates and validates data for accuracy; reports on the results.
Serves as a back-up for member surveys, including deployment, analysis, and reporting.
Works within and directly impacts their function, occasionally interacts with other departments.
Requirements
Bachelor's degree in Business Management, Organizational Development or related discipline
4-6 years of relevant experience in research, data analysis, data mining or equivalent combination of training and experience
Proficient with the Microsoft suite of office products; strong knowledge of Microsoft Excel and application of analytical formulas
Extensive experience with tools and applications commonly used in data analysis such as, Tableau, Python, Jupyter, R, and Excel
SQL knowledge preferred
Strong knowledge of financial institution operations preferred
Demonstrated ability to work independently with minimal supervision and in a team-oriented environment
Demonstrated ability to work with confidential data and ensure integrity of data
Demonstrated ability to effectively communicate to all levels of employees including management using excellent verbal, written, and presentation skills
Benefits
Health insurance
Retirement plans
Paid time off
Flexible work arrangements
Professional development opportunities
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
data analysisdata miningquantitative analysisqualitative analysismarket researchcompetitive analysisfinancial analysisSQLanalytical formulasproduct metrics
Soft skills
communication skillsteamworkindependenceconfidentialitypresentation skillsproblem-solvingstrategic thinkinginterpersonal skillsorganizational skillsadaptability