Private Bank Business Insights Analyst
Citizens•San Francisco, CA
•Onsite
About The Position
With limited supervision, the Business Insights Analyst provides analytical, reporting, and operational support to the team. This role is responsible for maintaining clean and accurate data sources, producing recurring executive and regional reporting, supporting monthly forecasting processes, and working on projects relating to reporting needs and gaps. Over time, the Business Insights Analyst is expected to move from manual data hygiene toward higher-value analysis and insights as platforms improve and automation increases.
Requirements
- Strong Excel skills; comfortable working with large datasets, recurring templates, and manual reconciliations.
- Strong attention to detail, ownership, and follow-through; able to maintain high accuracy under deadlines.
- Ability to handle confidential and sensitive information with discretion.
- Organized and able to manage recurring deliverables alongside ad-hoc requests.
- Curiosity and interest in banking, sales performance, and forecasting concepts.
- Comfortable working cross-functionally and directly with frontline colleagues and senior leaders.
- Clear written and verbal communication.
Responsibilities
- Reporting & Insights
- Forecasting & Executive Enablement
- Data Operations & Integrity
- Sales Meeting Support
- Special Projects
Benefits
- comprehensive medical, dental and vision coverage
- retirement benefits
- maternity/paternity leave
- flexible work arrangements
- education reimbursement
- wellness programs
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
