Client Onboarding & Servicing Business Manager - Associate
About The Position
Join our dynamic team where you’ll leverage your analytical skills to shape strategic decisions and deliver meaningful financial insights. We value your ability to turn data into compelling stories and support senior leaders in achieving their goals. As a COS Business Analytics & Insights Associate in Commercial Banking Finance & Business Management (F&BM), you play a pivotal role in supporting the Client Onboarding & Servicing (COS) organization. You will partner with senior leaders and cross-functional teams to deliver executive presentations, analyze business metrics, and drive strategic initiatives. Your work ensures visibility into key business drivers and empowers decision-making across the Commercial & Investment Bank (CIB).
Requirements
- Bachelor’s degree
- Experience analyzing financial and operational data and translating insights into clear business narratives
- Advanced proficiency in PowerPoint and Excel, including building executive-ready presentations and reporting
- Strong verbal and written communication skills, with the ability to present to stakeholders at multiple levels
- Demonstrated ability to collaborate across teams and build effective working relationships
- Strong analytical judgment, problem-solving skills, and attention to detail
- Proven ability to manage multiple deliverables and perform effectively in a fast-paced environment
Nice To Haves
- Experience with BI tools, databases, and SQL querying
- Ability to interpret and present complex data
- Strong relationship-building skills with business stakeholders
- Inquisitive personality with a passion for continuous improvement
Responsibilities
- Prepare executive presentations that synthesize financials and data into cohesive stories
- Design management reporting packages to communicate business results transparently and concisely
- Create executive-level presentations using PowerPoint PitchPro+
- Coordinate deliverables with business managers, finance, project managers, and F&BM teams
- Analyze large datasets, assess KPI trends, and develop impactful analysis to inform COS strategy
- Partner with COS and CIB F&BM to budget and forecast headcount and direct expenses
- Participate in activity-based costing processes to allocate expenses across lines of business
- Communicate effectively with all levels of the organization
- Collaborate and partner with peers across business and staff areas to achieve goals
Benefits
- comprehensive health care coverage
- on-site health and wellness centers
- a retirement savings plan
- backup childcare
- tuition reimbursement
- mental health support
- financial coaching
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
