Analytics & AI Analyst

Univest Financial Corporation•Souderton, PA

19h

About The Position

Univest is seeking an Analytics & AI Analyst to transform banking data into customer insights, predictive solutions, and measurable business outcomes. The role supports analytics across deposits, lending, payments, wealth, insurance, marketing, and customer engagement. The position combines business analytics with applied data science. The analyst independently structures and answers complex questions using statistical methods, machine-learning techniques, visualization, automation, and approved AI tools within the controls expected of a regulated financial institution. The role also helps drive AI enablement across the bank by building Microsoft Copilot Studio agents and Power Platform automations that reduce manual work and make trusted insights accessible to business users.

Requirements

Bachelor's degree in data science, statistics, mathematics, economics, finance, computer science, information systems, business analytics, or a related quantitative discipline, or equivalent practical experience.
One to three years of relevant experience, including substantial internship, graduate, cooperative education, or applied project experience.
Working proficiency in SQL and Python or R.
Experience and skill using AI to advance technical delivery.
Organized approach to code and data management.
Experience applying statistical or quantitative methods to business problems.
Experience with a business-intelligence or data-visualization platform.
Strong written and verbal communication skills, including the ability to explain analytical findings to nontechnical audiences.
Ability to organize work independently, assume responsibility for delivery, and handle customer and confidential information with sound judgment.

Nice To Haves

Power BI experience.
Experience with predictive modeling, machine learning, segmentation, experimentation, forecasting, or time-series analysis.
Familiarity with classification, regression, clustering, feature engineering, cross-validation, and model-performance monitoring.
Experience in banking, financial services, insurance, wealth management, fintech, or another regulated industry.
Exposure to deposits, lending, credit, payments, customer behavior, marketing performance, profitability, or relationship analytics.
Hands-on experience with Microsoft 365 Copilot, Copilot Studio, and Power Platform, including building agents, connecting them to data sources, and automating processes with Power Automate.
Microsoft certifications, such as Power Platform or Azure AI certifications.
Experience with Microsoft Fabric, Azure, Power Automate, Salesforce, Git, customer-data platforms, or approved generative-AI tools.
Familiarity with data lineage, governance, privacy, model risk, explainability, and responsible-AI practices.

Responsibilities

Analyze customer, account, product, transaction, marketing, and operational data to identify trends, risk indicators, customer needs, and growth opportunities.
Support development and monitoring of data science models for attrition, lifetime value, acquisition, segmentation, and relationship growth; perform exploratory analysis, feature engineering, model testing, performance monitoring, and results validation.
Prepare, transform, reconcile, and validate data for statistical analysis, machine learning, reporting, and decision support.
Develop and enhance Customer 360 datasets spanning banking, wealth, insurance, digital, branch, contact-center, and marketing sources.
Build executive reporting, analytical tools, narrative insights, and Power BI dashboards to support decisions.
Implement data-quality checks, model-monitoring measures, exception reporting, and repeatable analytical controls.
Build and support AI solutions using Microsoft 365 Copilot, Copilot Studio agents, and Power Platform, including Power Automate and Power Apps, to automate analytical workflows and expand self-service insights.
Test, document, and maintain AI solutions within approved environments and Univest AI governance standards.
Work with Retail Banking, Commercial Banking, Marketing, Finance, Wealth Management, Insurance, Operations, Risk, and Technology.
Remain accountable for compliance with applicable laws and regulations, including the Univest Code of Conduct.
Perform other duties as assigned.

Benefits

Medical, dental, and vision coverage for single or family coverage, beginning the first of the month following the start date.
401(k) plan with up to a 3% employer match after six months of employment.
15 days of paid time off annually, prorated in the first year.
12 weeks of short-term disability sick time with a doctor's note after six months of service.
11 paid holidays.
Company-paid life insurance and other supplemental insurances.
Tuition reimbursement.
Employee wellness programs, including fitness club discounts and fitness tracker discounts or annual reimbursement.
Discounts on loan products.
Professional development trainings.