Deposits Pricing and Insights Analyst Senior

2 months ago


Charlotte, North Carolina, United States EverBank Full time

Deposits Pricing and Insights Analyst Sr

The Deposits Pricing and Insights Analyst Sr will be a member of the centralized analytics function at the bank and support the deposit pricing, flows analytics and customer insights initiatives of the bank. This role will be responsible for understanding and analyzing how deposit pricing decisions impact customer behavior. The role will partner with Product, Marketing, Operations and other areas of the deposits organization to provide analytics & insights for decision making to drive deposit growth in a cost-effective manner. This role will be responsible for maintaining as well as developing automated reporting and dashboards to be leveraged for key insights.

Key Responsibilities and Duties

  • Identifies and develops reporting needs to drive a deeper understanding on customer elasticity, pricing decisions and customer reaction functions.
  • Prepares materials for weekly and monthly meetings that will be presented across all levels of leadership (including board materials) as it pertains to deposits and deposit performance.
  • Partners with Data Analytics and Data Science members to identify key components and customer profiles that impact retention/volume to provide key inputs into model development.
  • Collaborates with marketing, product and operations to provide value add and actionable strategies.
  • Partners with deposit business, operations and marketing to identify gaps and needs that can be solved through automation and advanced analytics capabilities.
  • Monitors and reports on CD rollover performance, deposit retention, acquisition and other key flows.

Educational Requirements

  • University (Degree) Preferred

Work Experience

  • 3+ Years Required; 5+ Years Preferred

Physical Requirements

  • Physical Requirements: Sedentary Work

This position is Hybrid. Hybrid work requires working four days in the office with one flexible day to work remotely.

Career Level

7IC

Preferred Qualifications:

  • Direct experience analyzing deposits pricing and customer insights specifically as it relates to customer deposits is highly preferred.
  • Deep skillset knowledge of database management (SQL)
  • Tableau or Power BI experience
  • Ability to effectively communicate across all levels of leadership.

Posting end date: 7/12/2024

Company Summary

EverBank provides nationwide banking services to consumer and commercial clients through a variety of channels, including online and mobile applications, as well as its Florida-based financial centers.

VEVRAA Federal Contractor

Benefits Summary

EverBank is committed to the well-being of its associates. That's why we offer a comprehensive Total Rewards package commensurate with the position and job-related qualifications, skills and knowledge. EverBank strives to pay wages competitive with those prevailing in our geographic areas and industry.

EverBank's Total Rewards package includes superior benefits such as, health, wellness and work life offerings that can help you achieve and maintain your best possible physical, emotional and financial well-being.

EverBank prohibits pay discrimination on the basis of any protected characteristic.

EverBank may require a background check as a condition of employment. Qualified applicants with arrest and/or conviction records will be considered in accordance with applicable federal, state, and local laws and regulations, including, but not limited to, any laws and regulations specifically pertaining to banks and federal contractors.

EverBank seeks priority referrals of protected veterans for jobs at all locations within the state.

Pay Range $88,100 to $119,200

EEO Statement

EverBank, N.A. is an equal opportunity (EEO) employer, dedicated to maintaining a work environment free of bias, harassment, discrimination and retaliation. As an EEO employer, EverBank expressly prohibits discrimination, harassment and retaliation based on protected characteristics such as race, creed, ethnicity, color, age, religion, sex, sex stereotype, pregnancy, sexual orientation, gender, gender identity, gender expression, transgender status, marital status, national origin, ancestry, physical or mental disability, genetic history and information, or military or veteran status. Providing a safe, inclusive environment is a priority at EverBank and consistent with that mission, EverBank considers all qualified applicants for employment regardless of protected status.

Pay Transparency Non-Discrimination Provision

We will not discharge or in any other manner discriminate against associates or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another associate or applicant. However, associates who have access to the compensation information of other associates or applicants as a part of their essential job functions cannot disclose the pay of other associates or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by us, or (c) consistent with our legal duty to furnish information. If you believe that you have experienced discrimination, contact OFCCP at TTY ;L8-7AAWETVLfn333rqXNYi0-qITSUktDEWiFnQqvstF1J-gO8B03ANdCf4ucPkrvzeJpXk8bwyTvLqjEa8-JEpoxwcjXaB$) .

Machine Readable Files

The Transparency in Coverage Final Rules require certain group health plans to disclose on a public website information regarding in-network provider rates and historical out-of-network allowed amounts and billed charges for covered items and services in two separate machine-readable files (MRFs). The MRFs for the benefit package options under are linked below:

Machine Readable Files (MRFs) - Aetna



  • Charlotte, North Carolina, United States OneMain Financial Full time

    Position: Senior Analyst - Credit Card Insights Location: Charlotte, NC OneMain Financial is seeking a Senior Analyst to enhance our Credit Card Insights team in Charlotte, NC. This role presents a unique opportunity to influence substantial business outcomes through the refinement of our credit card account acquisition strategies. In this capacity, you will...

  • Financial Analyst

    4 days ago


    Charlotte, North Carolina, United States Americold Logistics Full time

    Position Overview:As a Senior Financial Analyst within Americold Logistics, you will play a crucial role in enhancing our pricing and costing frameworks to drive revenue growth and improve profitability.Key Responsibilities:Assist in the formulation of costing and pricing models for warehousing and value-added service proposals.Leverage your financial...


  • Charlotte, North Carolina, United States Bank of America Full time

    Position Overview This role is pivotal in facilitating analytical initiatives across various projects within the organization. The primary focus is on utilizing databases to gather client and performance metrics, converting the extracted information into actionable insights and trends, and presenting these findings to leadership for informed...


  • Charlotte, North Carolina, United States Direct ChassisLink Inc. (DCLI) Full time

    The Market Insights Analyst will oversee all market entry initiatives associated with the promotion of a designated range of products to our target customer demographics. This individual will also be tasked with implementing product enhancement suggestions and conducting competitive benchmarking. This position will report directly to the Assistant Vice...


  • Charlotte, North Carolina, United States CFA Institute Full time

    OverviewAt CFA Institute, we are dedicated to empowering our members to achieve their financial aspirations. Our innovative solutions, strategic locations, and supportive staff are committed to enhancing our members' financial journeys. We recognize that our exceptional team members are the cornerstone of our success.Position SummaryWe are in search of a...


  • Charlotte, North Carolina, United States Americold Logistics Full time

    Position Overview:As a Senior Financial Analyst, you will play a pivotal role in enhancing our pricing strategies and cost analysis to support Americold Logistics' growth objectives.Key Responsibilities:- Collaborate in the creation of comprehensive costing and pricing models tailored for warehousing and value-added service proposals that align with our...

  • Senior Data Analyst

    16 hours ago


    Charlotte, North Carolina, United States Strategic Staffing Solutions Full time

    Job Summary:Strategic Staffing Solutions is seeking a highly experienced Senior Data Analyst to join our team on a contract basis. As a Senior Data Analyst, you will be responsible for delivering high-quality data analysis and reporting solutions to support our clients' business needs.Key Responsibilities:Develop and maintain complex data models and reports...


  • Charlotte, North Carolina, United States Avature Full time

    Position Overview:As a key member of the Treasury team, the Senior Analyst in Capital Markets Funding plays a vital role in facilitating both secured and unsecured capital markets transactions. This position involves leveraging market insights, managing relationships with financial institutions, and overseeing asset and liability strategies.Key...


  • Charlotte, North Carolina, United States Truist Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need...


  • Charlotte, North Carolina, United States The Bank of America Corporation Full time

    About UsAt Bank of America, we are driven by a unified mission to enhance financial well-being through every interaction.Role OverviewThe Liquidity Senior Analyst will play a pivotal role in our organization, focusing on the management and analysis of liquidity within our banking operations. This position requires a keen understanding of financial markets...


  • Charlotte, North Carolina, United States Insight Global Full time

    Insight Global - Senior Financial Reporting Analyst - Charlotte, North Carolina Insight Global is in search of a proficient and seasoned Senior Financial Reporting Analyst to support our extensive renewable energy client's Accounting division. This position will be accountable for evaluating all compliance and reporting facets of designated solar and wind...


  • Charlotte, North Carolina, United States LendingTree Full time

    Job Overview:The Senior Financial Analyst will play a pivotal role in developing, managing, and enhancing key performance indicator (KPI) reporting while optimizing the underlying reporting processes to evaluate financial performance and ensure alignment with the company's financial objectives.Key Responsibilities:- Leverage corporate data warehouses and...


  • Charlotte, North Carolina, United States McGuireWoods LLP Full time

    About McGuireWoods LLPMcGuireWoods LLP is a leading international law firm that provides legal solutions to corporate, individual, and nonprofit clients. With a rich history dating back to 1834, the firm is committed to delivering exceptional service and results-driven advice.Job SummaryWe are seeking a highly skilled Data Analyst to join our Data Analytics...


  • Charlotte, North Carolina, United States ICONMA Full time

    Financial Analyst Location: Charlotte, NC Duration: 32 weeks Overview: Position Summary The Financial Analyst is accountable for advanced responsibilities related to the compilation, development, posting, analysis, and reporting of financial data for the Medical Center within a Corporate Financial Department.Key Responsibilities Oversees, coordinates, and...


  • Charlotte, North Carolina, United States Babcock and Wilcox Company Full time

    Job ID DescriptionFor the Pricing & Data Specialist role, you will be working with the business units, supply chain, engineering, andothers, provide item pricing for (primarily) Visibility customer quotes and orders as requested following the established pricing process and tools. Work with Analytics in evaluating standard and customer specific price...


  • Charlotte, North Carolina, United States Xplor Inc Full time

    About the OpportunityJoin our Corporate Finance Team as a Financial Analyst II and contribute to impactful financial decision-making every day. We believe that every interaction, every analysis, and every report we create is an opportunity to enhance our customers' experiences.Key Responsibilities and Performance MetricsFinancial Planning and Reporting:...


  • Charlotte, North Carolina, United States Truist Full time

    The position is described below. If you want to apply, click the Apply button at the top or bottom of this page. You'll be required to create an account or sign in to an existing one. Need Help? ) If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility ( (see below)...


  • Charlotte, North Carolina, United States INSPYR Solutions Full time

    Position: Senior Credit Risk AnalystLocation: RemoteCompensation: $50.00-$56.00/hourDuration: 7+ monthsOverview:Under limited supervision, this role leverages extensive expertise and skills acquired through formal education and professional experience to conduct both quantitative and qualitative risk assessments of retail and small business portfolios. The...


  • Charlotte, North Carolina, United States Home Solutions Full time

    About the RoleHome Solutions, a Three Ships company, is seeking a Senior Revenue Operations Analyst to join our fast-growing business. As a member of the operations team, you'll work closely with our senior leadership and other team members to ensure data fidelity and accurate affiliate revenue reporting, ultimately providing insights to support decision...


  • Charlotte, North Carolina, United States oilandgas Full time

    Drive Innovation in Financial ManagementAs a Senior Financial Compliance Analyst at Oil and Gas, you will be instrumental in supporting the controllership function while ensuring adherence to accounting standards and regulations.Your primary responsibilities will include scrutinizing financial data, generating comprehensive financial reports, and delivering...