2 Customer Insight Analyst Jobs in San Antonio, TX
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Broadway Bank is Hiring a Customer Insight Analyst Near San Antonio, TX
Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm
Why Broadway BankWe are one of the largest independently owned banks in Texas with offerings in personal and private banking, wealth management, business banking and mortgage lending.
Purpose Of The PositionAs Broadway continues its journey to evolve as a premier relationship bank and meet strategic expectations for growth, this role will work to deepen and expand our customer base by providing customer insights that increase our understanding of the customer and inform business decisions using analytics, data visualization, reporting, data modeling, and other methodologies from various internal and external data sources. Insights will generate relevant recommendations for action to improve our customers’ end-to-end experience across the bank.
The Customer Insights Analyst is a part of the Customer Insights team, which reports to the Chief Strategy Officer. This team ensures the voice of the customer is heard and services are improved based on customer insights, preferences, and expectations. The Customer Insights Analyst will report to the Customer Insights, Quality and Performance Leader.
Key Accountabilities
- Develop reports and data visualizations that clearly articulate customer insights and drive informed business decisions across the organization and regarding a variety of customer-centered topics.
- Extract, transform and load large and complex data in preparation for statistical or quantitative analysis and summary across various banking customer segments.
- Analyze customer-level and operational data to visualize trends and patterns across various customer segments and customer journeys.
- Utilize advanced analytics techniques (e.g., cluster analysis, time series analysis, regression analysis, deep learning) to uncover deep customer insights and patterns across a variety of data sets (e.g., qualitative, quantitative, customer-level, industry and operational).
- Leverage predictive and prescriptive analytics to predict customer behavior, preferences and at-risk indicators.
- Present to and educate stakeholders on key findings, trends, and areas of opportunity.
- Collaborate with cross-functional teams to leverage technical expertise in sourcing information pools that capture customer behaviors and actions.
- Perform quality checks on customer data to ensure its integrity.
- Establish and maintain effective working relationships with internal and external stakeholders and partners.
- Leverage customer feedback mechanisms to continuously monitor, stay abreast of, and/or develop/complement customer insights.
- Stay abreast of emerging technologies and trends in customer insights to enhance the effectiveness of tools and insight strategies.
- Understand the importance of sourcing, prototyping, usability, and the end-user experience to maximize the impact of the final data visualization product (e.g., dashboard, report, insight, or analysis) thus reinforcing value and repetitive use for the business.
- Create specifications for reports and analysis based on business needs and required or available data elements.
- Apply data visualization best practices - often selecting the right data 'tool for the job' - to summarize and interpret trends or patterns while following standard Enterprise best practices.
- Embed storytelling within business intelligence conversations, reports and solutions.
- Keen ability to understand, organize and summarize new sets of data quickly, meanwhile applying innovative approaches to surface insights that address business problems.
- Experience leveraging visualization tools such as: Microsoft BI, Tableau, and MicroStrategy
- Proficiency working with business intelligence applications, SQL, databases, data files, and data import/ export processes
- Experience developing deliverables that leverage business intelligence / data visualization platforms, dashboards, and stand-alone reports.
- Strong analytical, organizational, and time management skills.
- Self-motivated and able to work autonomously while keeping management appropriately informed.
- Strong verbal and written communication skills and presentation skills.
- Proficiency in working with Microsoft Office Excel, Word, PowerPoint.
- Strong ability to collaborate positively with fellow employees and with senior management.
- Proven ability to build business knowledge through meaningful partnerships at the individual contributor and leadership level.
- Strong work ethic and commitment to the accomplishment of individual and team objectives.
- Strong analytical, organizational, and time management skills.
- Self-motivated and able to work autonomously while keeping management appropriately informed.
- Proficiency in working with Microsoft Office Excel, Word, and PowerPoint.
- 3 years working with other business intelligence applications and database systems in a bank or other financial institution.
- 2 years of experience working in or supporting a customer experience role/department.
- Bachelor’s degree in quantitative analytics field such as Data Science, Economics, Finance, Statistics, Mathematics, Actuarial Sciences, Ops Research, or other business-related discipline.
- Or advanced degree in business, science, finance, mathematics, economics or relevant discipline and 2 years of experience in data/analytics or functional business experience within the banking industry.
- Master of Science in Business Intelligence, Business Analytics, or Data Science
- Master of Business Administration
- Certified Business Intelligence Professional (CBIP) or Data Science Certificate at accredited university.
- Employee Impact Groups
- Career Development and Mentorship Programs
- Generous paid time off, minimum 4 weeks
- Employee recognition, awards, and events
- Free vision insurance
- Retirement matching
- Tuition reimbursement
Broadway Bank is proud to be an Equal Opportunity and Affirmative Action Employer. Broadway Bank is a drug-free and tobacco-free workplace, with a nicotine-free hiring policy. All qualified applicants will receive consideration for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, genetic data or other legally protected status.
Member FDIC
Job Summary
Full Time
Banking
$73k-94k (estimate)
05/22/2024
06/18/2024
broadway.bank
DRIPPING SPRINGS, TX
25 - 50
1941
PABLO MELENDEZ
$10M - $50M
Banking
Related Companies
About Broadway Bank
Broadway Bank is a multi-billion dollar financial services organization with locations throughout south central Texas. Founded in 1941, Broadway has evolved from a small neighborhood bank into the largest independently-owned bank headquartered in San Antonio. The bank specializes in business banking, private banking, and wealth management. Broadway Bank is a proud member of the FDIC. Mission Statement: To deliver the best banking experience--resulting in lasting relationships. Vision: To always be a financially strong, independent, family-owned bank. At Broadway Bank, we provide opportunities ...for employees to achieve career growth and reap rewards from their own high performance--creating a positive work environment.
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The job skills required for Customer Insight Analyst include Insight, Analysis, Presentation, Written Communication, Time Management, Leadership, etc. Having related job skills and expertise will give you an advantage when applying to be a Customer Insight Analyst. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Customer Insight Analyst. Select any job title you are interested in and start to search job requirements.
The following is the career advancement route for Customer Insight Analyst positions, which can be used as a reference in future career path planning. As a Customer Insight Analyst, it can be promoted into senior positions as a Customer Insights Analyst III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Customer Insight Analyst. You can explore the career advancement for a Customer Insight Analyst below and select your interested title to get hiring information.
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