Business Intelligence & Customer Insights Analyst

Our client is seeking a Business Intelligence & Customer Insights Analyst to join their team. You will help drive strategic growth of the bank, enhance decision making through data analytics, and foster innovation and collaboration through new product, data or technology development that impacts the Bank's customers. The team helps to plan and execute on the Bank's strategic plan through market research, advanced data analytics, and targeted customer engagement. The team identifies new opportunities and adds value through expanding business in various ways, such as product development (ideation, opportunity sizing, or design) or driving change to current product policies and processes. The team is tasked with understanding the business' needs and strategy and the competitive landscape and needs of our customers in order to deliver value to customers and align with the Bank's strategy. Data analytics is a crucial component of the team's day to day, enabling insights to inform change and track progress towards goals. This position may have direct reports.

How you'll make an impact:

• Quantify the impact that our Bank delivers to members and the communities we serve
• Uncover insights that will help drive member engagement, enhance our member experience, and support our product suite
• Represent the Member and Community Solutions Group (MCS) in cross-departmental projects relating to data and insights

What you can expect:

• Owns, prepares, and ocassionally presents customer insights, product usage trends, and success metrics for internal reporting, senior management, members and external stakeholders
• Guides, performs and helps interpret market research related to economic and market conditions, trends in financial services, and competitive landscape members are operating in.
• Support new product or system implementation and testing, focusing on integration and adoption of new data and reporting capabilities.
• Collaborate with product managers, Legal, Operations, Information Technology, Risk and other stakeholders to evaluate product, reporting, and process improvements, particularly on new and material product changes.

What you'll bring:

• Bachelor's degree in Business, Finance, Accounting, Economics, or related field.
• MBA or Master’s degree preferred.
• 7 years of experience in the Financial Services, Real Estate Development, or Economic Development industry or involving one or more of the following roles: financial market analysis, mortgage/investment research, sales, product development, or corporate strategy.
• Experience can be substituted with relevant education.
• Highly proficient in MS Suite (PowerPoint, Excel, Word) and SQL required.
• Advanced SQL and Tableau development skills required.
• Management experience a plus.
• Highly attentive to detail, with ability to routinely manage large, complex datasets and teach and implement best practices around data governance and compliance
• Strong interpersonal skills with ability to collaborate across departments, meet and engage with members, and act as a department representative on a cross-functional team
• Outstanding analytical and critical thinking skills with the ability to think of creative solutions to problems
• Ability to manage individual priorities and keep other team members acountable on work or projects that you are leading or responsible for
• Excellent written, oral, and presentation skills with ability to effectively communicate with senior leaders
• Ability to translate complex ideas, analyses, and business requirements to colleagues, including but not limited to new product or system requirements, customer needs, or data insights

Salary: $110,000-$125,000 (depends on experience level) benefits.

About The Company

Peterson Technology Partners (PTP) is an Equal Opportunity Employer committed to creating a transparent, inclusive, and human-centered hiring experience.

For more than 28 years, PTP has operated as one of the top IT staffing and recruiting firms in the USA—built on trust, long-term partnerships, and technical excellence.

Based in the Chicago suburb of Park Ridge, IL, our team of more than 500 employees and consultants is dedicated to:

Helping every client make the best hiring decisions possible

Matching professionals with the right IT jobs and career opportunities

As part of that commitment, we believe in providing clear information about how our hiring technologies work and how your data is used. The following section outlines our AI-assisted interview process and your rights as a candidate.

AI-Assisted Interview Experience (Pete & Gabi – Rebecca)

To provide a consistent, fair, and flexible experience for all candidates, we use AI-assisted tools to support parts of the interview process. This includes our proprietary AI platform Pete & Gabi, which includes AI recruiter Rebecca.

These AI hiring tools help us:

• Conduct recorded video interviews
• Transcribe interviews
• Summarize candidate responses
• Generate job-related insights
• Streamline communication and scheduling

Please note that:

The AI does NOT make hiring decisions; all decisions are made by our human recruiters, hiring managers, or client partners.

The AI does not evaluate facial expressions, emotions, or physical traits; it is used only to support fairness, consistency, and efficiency.

If you prefer a non-AI interview format, we will gladly provide an alternative.

Technical or Case Interviews (Role-Dependent):

When applying for certain tech jobs, you may participate in:

• Conduct recorded video interviews
• A technical interview
• A coding challenge
• A case study
• A client-specific assessment

We will always explain what to expect in advance so you can prepare with confidence.

Human Review & Selection:

Every candidate's profile—including interviews, conversations, and assessments—is reviewed by experienced recruiters and hiring leaders.

AI insights may assist with organization and evaluation, but final decisions are always human-driven.

Your Rights as a Candidate:

At PTP, every candidate has the right to:

Request a non-AI interview path

Ask how your data is being used

Request access to transcripts or interview recordings

Request deletion of your AI-recorded interview

Receive clear, timely communication

Our goal is to ensure you feel respected, informed, and supported throughout your experience.

Our Commitment:

For more than 28 years, PTP has focused on putting people first—candidates, consultants, employees, and clients.

We're committed to a hiring process that is:

• Transparent
• Compliant
• Equitable
• Powered by innovative technology that enhances—not replaces—human judgment

Welcome to the future of hiring at Peterson Technology Partners.

We're excited to learn more about you.

Equal Employment Opportunity:

Peterson Technology Partners is an Equal Opportunity Employer. All qualified applicants will receive consideration without regard to race, color, religion, national origin, gender identity, sexual orientation, disability, veteran status, or any other protected characteristic.