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Coastal Heritage Bank

Open 32d

Business Intelligence Analyst

Posted Updated 2 views
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Role

Analyzes markets for new or existing products or services for one or more divisions, product lines, or market segments. Generally, uses in-house information systems or external metrics to collect, evaluate, and analyze data on customers, prospective customers, and competitors to determine market penetration. Prepares reports and evaluates potential markets, market conditions and advertising campaigns. Supports roadmap initiatives, existing platform feature enhancement projects, and technical changes to online and mobile banking platforms.


Major Duties and Responsibilities

25% POWER BI REPORTING:

  • Meet with keystakeholders about current reports and desired functionality
  • Develop user friendly dashboards leveraging COCCs Datamart and other data inputs
  • Provide knowledge transfer of Microsoft Power BI to TotalVision power users as-needed
  • Document dataflow diagrams and conversion methodology
  • Create a report library of new and converted reports and dashboards

25% TOTAL VISION CONVERSION:

  • Reach out to key stakeholders across departments
  • Catalog existing Total Vision (Crystal) Reports for conversion to PowerBI
  • Create a document library of all converted reports across departments
  • Provide end-user training in COCC Datamart elements and difference between platforms

15% COMMERCIAL/CONSUMER LENDING:

  • Reach out to key stakeholders in loan origination, loan servicing and credit
  • Inquire on non-COCC Insight Applications and reporting requirements
  • Loanwriter, Encompass, LoanVantage
  • Develop knowledge in these applications and reporting / dashboarding options
  • Work with key stakeholders to develop new centralized and user friendly reports and dashboards

15% MARKETING:

  • Assist Director of Marketing with scheduled and ad-hoc reporting across platforms
  • Develop automation of data-feeds and dashboarding for routine and board level reporting
  • Assist with third party datamining and analytics such as Google Analytics, Segmint and MXMoney
  • Include performance metrics from the Haberfeld program and the above to help gauge campaign performance
  • Student survey at Massasoit Community College
  • Collaboration w/ Data Science Department (Professor Brown-Sederberg)
  • Support with identifying cross-sales leads for Cash Management & NII opportunities

15% ARTIFICIAL INTELLIGENCE:

Microsoft Co-Pilot


5% Any other duties/projects as assigned.

Skills

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See also

Data Analytics jobs by country — openings, pay and top skills →

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