Digital Transformation Analyst

PATRIOT BANK, N.A.
Remote

About The Position

We are seeking a highly motivated and detail-oriented professional to join our Digital Transformation Group within a dynamic banking environment. This role plays a critical part in advancing strategic initiatives that modernize operations, enhance data capabilities, and drive innovation across the organization. This position reports directly to the SVP, Digital Transformation and requires a high degree of professionalism, accountability, and independent execution. The ideal candidate is analytical, proactive, and capable of managing priorities in a fast-paced environment while supporting senior leadership initiatives. The role will initially be performed in a remote capacity, with a preference for candidates located in or near the Orange County area, as the position is expected to evolve to include regular in-office presence over time.

Requirements

  • Demonstrated skills in programming, data analytics, or a related technical discipline (academic or professional experience welcomed)
  • Experience with data warehouses and data structures
  • Proficiency in Power BI, including dashboard creation and data visualization
  • Exposure to or working knowledge of AI, automation, or advanced analytics tools
  • Familiarity with project lifecycle concepts, business analysis, and reporting
  • Strong Work Ethic, Accountability & Ownership: Demonstrates reliability, discipline, and responsibility for outcomes
  • Attention to Detail: Produces accurate, high-quality work with strong follow-through
  • Analytical & Critical Thinking: Evaluates project health and identifies risks proactively
  • Risk-Based Mindset: Integrates risk awareness into analysis and decision-making
  • Collaboration & Influence: Works effectively across teams and builds strong relationships
  • Independence & Initiative: Able to operate with minimal oversight and anticipate needs
  • Organization & Time Management: Effectively manages competing priorities and deadlines
  • Adaptability: Comfortable switching gears as business priorities evolve
  • Professionalism & Integrity: Maintains high ethical standards in all interactions
  • Growth Mindset: Demonstrates curiosity and a strong desire to learn and grow

Nice To Haves

  • Bachelor’s degree in a STEM or related field is preferred, but not required
  • Experience with Tableau is a strong plus

Responsibilities

  • Support enterprise digital transformation initiatives across multiple business units
  • Assist in executing strategic priorities and initiatives driven by senior leadership
  • Assess and monitor project status, identifying risks, gaps, and potential issues, and escalating as appropriate
  • Apply a risk-based approach to all assignments, ensuring alignment with regulatory, operational, and business expectations
  • Collaborate cross-functionally to evaluate current processes and recommend improvements
  • Serve as a liaison between divisions to ensure alignment, communication, and execution of priorities
  • Develop dashboards, reports, and insights using Power BI
  • Support the organization’s transition from Tableau to Power BI, including knowledge transfer and reporting enhancements
  • Work with and support data warehouse environments for reporting and analytics
  • Contribute to exploratory initiatives involving AI and automation tools
  • Manage multiple priorities effectively while maintaining attention to detail and quality
  • Adapt quickly to changing priorities and shifting business needs
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