Business Reporting Analyst
6 days ago
The Business Reporting Analyst will provide critical support to our Commercial Banking team, focusing on cash management and deposit solutions. This role involves business development, deal structuring, maintaining client relationships, and supporting cash management sales and service objectives to deliver an excellent customer experience.
Key Responsibilities:
- Lead deal teams and prospecting workshops to grow business and develop new opportunities.
- Review and monitor performance of the assigned market and sales opportunity pipeline.
- Develop and maintain profitable relationships and expand share of wallet with a portfolio.
- Provide subject matter expertise and assist with complex deal structuring.
- Act as a central point of contact for queries.
- Advise on cash management and deposits solutions.
- Develop and manage banking relationships and plans for prospective clients.
- Conduct independent analysis and assessment to resolve strategic issues.
- Support product change management initiatives.
- Identify risks and mitigate impacts to maintain operational integrity.
Requirements:
- Cash flow and working capital analysis
- In-depth knowledge of cash management products and services
- In-depth knowledge of business investment and lending products
- Advanced Excel
- Excel Power Query
- SQL (asset)
- Power BI experience
Preferred Qualifications:
- Previous Financial Institution (FI) experience
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