Business Intelligence Analyst

Coastal Heritage Bank•Marshfield, MA

15h•$55,000 - $62,000•Onsite

About The Position

Analyzes markets for new or existing products or services for one or more divisions, product lines, or market segments. Generally, uses in-house information systems or external metrics to collect, evaluate, and analyze data on customers, prospective customers, and competitors to determine market penetration. Prepares reports and evaluates potential markets, market conditions and advertising campaigns. Supports roadmap initiatives, existing platform feature enhancement projects, and technical changes to online and mobile banking platforms.

Requirements

A minimum of one year up to three years of similar or related experience, including preparatory experience.
A high school degree or equivalent.
Is able to bend, sit, and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
Must be capable of climbing / descending stairs in an emergency situation.
Must be able to operate routine office equipment including computer terminals and keyboards, telephones, copiers, facsimiles, and calculators.
Must be able to routinely perform work on computer for an average of 6-8 hours per day, when necessary.
Must be capable of regular, reliable and timely attendance.
Must be able to perform job functions independently or with limited supervision and work effectively either on own or as part of a team.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to complete basic mathematical calculations, spell accurately, and understand computer basics.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of customer service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple, simultaneous, and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.

Nice To Haves

Associate’s degree in Business Intelligence (BI), Data Analytics or industry certification in Business Intelligence or Power BI preferred.

Responsibilities

Meet with keystakeholders about current reports and desired functionality
Develop user friendly dashboards leveraging COCCs Datamart and other data inputs
Provide knowledge transfer of Microsoft Power BI to TotalVision power users as-needed
Document dataflow diagrams and conversion methodology
Create a report library of new and converted reports and dashboards
Reach out to key stakeholders across departments
Catalog existing Total Vision (Crystal) Reports for conversion to PowerBI
Create a document library of all converted reports across departments
Provide end-user training in COCC Datamart elements and difference between platforms
Reach out to key stakeholders in loan origination, loan servicing and credit
Inquire on non-COCC Insight Applications and reporting requirements
Develop knowledge in these applications and reporting / dashboarding options
Work with key stakeholders to develop new centralized and user friendly reports and dashboards
Assist Director of Marketing with scheduled and ad-hoc reporting across platforms
Develop automation of data-feeds and dashboarding for routine and board level reporting
Assist with third party datamining and analytics such as Google Analytics, Segmint and MXMoney
Include performance metrics from the Haberfeld program and the above to help gauge campaign performance
Support with identifying cross-sales leads for Cash Management & NII opportunities
Microsoft Co-Pilot
Any other duties/projects as assigned.