Customer Data Analyst

2 weeks ago

Exton, United States Citadel Federal Credit Union Full time
Job Overview

Read the overview of this opportunity to understand what skills, including and relevant soft skills and software package proficiencies, are required.

The Customer Data Analyst is responsible for identifying and analyzing data regarding our customers and prospective customers, making recommendations, and providing insight to Citadel leadership in critical decision-making that drives attainment of strategic and business objectives, including growth and sales. The Analyst will be responsible for designing and delivering Use Cases to support the development of Citadel’s next generation Data & Analytics platform. Each Use Case is designed to support the business and deliver an improved customer and/or employee experience and will include the requirements, data definition, report and dashboard design, and end user rollout.

Duties and Responsibilities

Collaborate with Finance, Marketing, Retail, Digital Sales, Product teams and other Citadel business leaders to determine and prioritize needs for customer data.

Develop Use Cases – partner with the business to capture and document Business Requirements, Business Definitions, Data Definitions, Visual Requirements, and Test Scripts.
Apply various analytic methods to discover and interpret information about customer and prospective customer behavior from multiple data sources, including Citadel’s website, customer account data, data from external partners, and other sources
Integrate data across sources
Collaborate with IT to develop or adopt relational databases
Create actionable insights based on customer data, both proactively and in response to requests
Recommend target segments and campaigns/offers
Maintain necessary processes, controls and procedures to ensure data accuracy and business functionality and comply with privacy and security policies and regulations.
Lead and participate in cross-functional teams for corporate sales, marketing, customer service, and product development
Be an expert in data visualization to help the organization grow in data literacy
Perform regular analysis and reports for distribution to senior management on customer/prospective customer data and trends.
Develop analytical reports to various departments requesting insight, supportive data or status reports to support corporate initiatives
Use internal and external data to identify key target segments that will be most likely to respond to marketing tactics, generating product sales effectively and efficiently.
Document processes with Runbooks for audit control and substitution work

Qualification & Education Requirements

3+ years related data management and analysis experience, including experience in consumer behavior data mining and analysis
Retail banking or other financial services experience
Experience with marketing, sales, or customer service, including digital and traditional
Bachelor’s degree required
Proficiency in specialized database software
Writing SQL queries to solve business problems
Proficiency creating reports and dashboards in a modern data visualization tool (Tableau, PowerBI, Qlik)
Proficiency in Microsoft Office suite (CRM experience, Python or R, preferred)
Experience with database documentation (Data Dictionaries and Entity Relationship Diagrams)

Additional Skills/ Notes

Demonstrated ability to break down and analyze multi-dimensional business and technical issues. Experience in integrating information from a variety of resources, formats and systems.
Excellent analytical skills.
Excellent written and oral communication skills.
Excellent organizational skills. Demonstrate adaptability when interacting with internal clients. Maintain confidentiality, promote integrity, and support the corporate mission.
Ability to collaborate on and occasionally lead projects.
Agile project management
Ability to commute to Corporate Headquarters and maintain a hybrid schedule

Citadel will not be considering applications who are located outside the 100 mile radius of our Exton, PA office.

Experience
Preferred
1 year(s): Customer date experience
2 year(s): financial services experience
2 year(s): Data management and analysis experience
Education
Required
Bachelors or better
Skills
Required
Tableau
Preferred
Python
Alteryx

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees 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 the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

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