Business Data Analyst

Penn Community Bank•Bristol, PA

3d•Hybrid

About The Position

The Business Data Analyst role involves collecting, analyzing, and interpreting production-related data from various sources such as DNA, Salesforce, and Encompass. The analyst will publish insights and findings, perform data validation to ensure data integrity, and develop/maintain dashboards and reporting tools. This role requires proactive communication and collaboration with cross-functional teams to identify efficiencies and process improvements. Responsibilities also include maintaining Salesforce/Encompass user profiles, providing user support, acting as a liaison for Learning & Development, conducting routine testing and quality assurance, and managing sales campaigns with sales leaders. The role also involves overseeing data transmissions to external entities while ensuring data security. Compliance with all applicable regulations and Bank policies is mandatory, including participation in compliance training and adhering to internal privacy and ethics standards.

Requirements

Bachelor’s degree in a related field from a four-year college or university; or 3-5 years banking experience; or equivalent combination of education and experience.
Minimum of 3 years’ experience in retail banking, preferably in either consumer loan originations, sales, or consumer loan product management.
Advanced analytical knowledge of data.
Strong analytical skills.
Strong attention to detail.
Self-motivated and proficient in time management/prioritization skills.
Strong internal/external customer focus and bottom-line orientation.
Strong math and computer skills.
Ability to read and interpret documents such as financial statements, compliance regulations, and policy/procedure manuals.
Ability to write routine reports and correspondence.
Ability to speak effectively before groups of customers, Team Members, or Directors.
Proficient in Microsoft Office

Nice To Haves

Encompass experience preferred.
Salesforce experience preferred.

Responsibilities

Collect, analyze, and interpret production related data from various sources (DNA, Salesforce, Encompass, etc.), and publish insights and findings.
Perform data validation and ensure data integrity and accuracy across multiple platforms.
Develop and maintain Dashboards and other reporting tools (Encompass/Salesforce) to track trends, patterns, and key performance indicators (KPIs).
Proactively communicate and collaborate with cross-functional teams to identify efficiencies and process improvements.
Maintain Salesforce/Encompass user profiles, permissions, and security settings.
Provide “day to day” support to users, including managing FAQ, troubleshooting, and workflow development.
Act as liaison to Learning & Development, offering subject matter expertise of new and existing functionality, to assist in curriculum development.
Conduct routine testing and execute quality assurance procedures (QA) of data systems.
With sales leaders: Create, manage, and monitor sales campaigns, ensuring leads and opportunities are distributed as required, with timely disposition.
Oversee data transmissions to other entities, vendors, and investors (FNMA, etc.) while ensuring data security protocols are honored.
Comply with all applicable regulations and Bank policies regarding employment and employment law.
Participate in annual compliance and other job-related training.
Comply with applicable bank regulations, Bank policies and procedures.
Comply with Bank’s internal privacy and ethics standards.