About The Position

Overview: Join a newly formed, high-impact team focused on driving strategic insights and operational excellence across M&T Bank’s retail banking network. This role sits at the intersection of data, strategy, and customer experience – supporting front-line teams with actionable insights, improving reporting and processes, and ensuring regulatory compliance. You’ll be a key player in shaping how we understand our product portfolio, customer profitability, and banker performance across markets. What You’ll Do: Lead Strategic Reporting & Insights : Own the development and evolution of executive-level dashboards and reporting tools that provide visibility into sales performance, product accuracy, and customer outcomes. Drive Data-Backed Decision Making : Analyze large datasets to uncover customer and business insights, identify trends, and support strategic initiatives across pricing, forecasting, and competitive positioning. Enhance Processes & Automation : Streamline existing reporting processes, implement automation solutions, and continuously improve operational workflows to increase efficiency and reduce error rates. Support Front-Line Success : Partner with regional and market managers to deliver insights that help bankers understand their goals, performance, and coaching opportunities – ensuring alignment with regulatory standards and customer service excellence. Lead Cross-Functional Projects : Collaborate with business partners, technology teams, and vendors to implement new systems, resolve issues, and support audits and compliance testing. Be a Strategic Partner : Go beyond order-taking – engage stakeholders to understand the “why” behind requests, challenge assumptions, and deliver solutions that drive real business value.

Requirements

  • Bachelor’s degree or equivalent work experience
  • 4+ years of experience in business analytics, reporting, or strategic operations

Nice To Haves

  • Proficiency in SQL and understanding of relational databases
  • Strong business acumen and ability to translate data into actionable insights
  • Experience with Tableau or Power BI
  • Experience with Alteryx
  • Proven ability to create executive-level dashboards and tell compelling stories with data
  • Background in customer insights, product performance, and process improvement
  • Experience working with stakeholders across departments and resolving conflicting viewpoints
  • Relationship-building and stakeholder management
  • Strategic problem-solving and curiosity-driven mindset
  • Strong communication and collaboration skills
  • Ability to navigate ambiguity and drive clarity

Responsibilities

  • Lead Strategic Reporting & Insights : Own the development and evolution of executive-level dashboards and reporting tools that provide visibility into sales performance, product accuracy, and customer outcomes.
  • Drive Data-Backed Decision Making : Analyze large datasets to uncover customer and business insights, identify trends, and support strategic initiatives across pricing, forecasting, and competitive positioning.
  • Enhance Processes & Automation : Streamline existing reporting processes, implement automation solutions, and continuously improve operational workflows to increase efficiency and reduce error rates.
  • Support Front-Line Success : Partner with regional and market managers to deliver insights that help bankers understand their goals, performance, and coaching opportunities – ensuring alignment with regulatory standards and customer service excellence.
  • Lead Cross-Functional Projects : Collaborate with business partners, technology teams, and vendors to implement new systems, resolve issues, and support audits and compliance testing.
  • Be a Strategic Partner : Go beyond order-taking – engage stakeholders to understand the “why” behind requests, challenge assumptions, and deliver solutions that drive real business value.
  • Serves as a mentor and trusted advisor to junior team members.
  • May provide leadership and direction to support skill development, performance growth, and team collaboration.
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