Business Data Analyst

Penn Community Bank; Bristol (VA); Hybrid; USD 70,000 - 100,000; Full time

Job summary

Penn Community Bank is seeking a data-focused professional to collect, analyze, and interpret production data from multiple sources and publish insights. You will develop dashboards in Encompass and Salesforce, validate data integrity, and collaborate with cross-functional teams to drive efficiencies.

The role requires 3+ years in retail banking, with preference for Encompass and Salesforce experience. A hybrid work setup is available, with strong emphasis on accuracy, security, and compliance.

Qualifications

• Bachelor’s degree in a related field or 3–5 years banking experience.
• Minimum of 3 years’ experience in retail banking.
• Encompass experience preferred.
• Salesforce experience preferred.

Responsibilities

• Collect, analyze, and interpret production related data and publish insights.
• Perform data validation and ensure data integrity across platforms.
• Develop and maintain Dashboards and reporting tools (Encompass/Salesforce).
• Communicate with cross-functional teams to identify efficiencies and improvements.
• Maintain Salesforce/Encompass user profiles, permissions, and security settings.
• Provide day-to-day support to users, including FAQ and troubleshooting.
• Act as liaison to Learning & Development for curriculum support.
• Conduct routine testing and QA of data systems.
• With sales leaders, manage campaigns and ensure leads/dispositions.
• Oversee data transmissions to vendors/investors while ensuring security.
• Comply with regulations and bank policies; participate in compliance training.

Skills

Advanced analytics

Analytical skills

Attention to detail

Time management

Customer focus

Microsoft Office

Education

Bachelor's degree

Banking experience

Encompass experience

Salesforce experience

Tools

Encompass

Salesforce

Microsoft Office

Job description

Essential Functions

• Collect, analyze, and interpret production related data from various sources (DNA, Salesforce, Encompass, etc.), and publish insights and findings.
• Perform data validation and ensure data integrity and accuracy across multiple platforms.
• Develop and maintain Dashboards and other reporting tools (Encompass/Salesforce) to track trends, patterns, and key performance indicators (KPIs).
• Proactively communicate and collaborate with cross‑functional teams to identify efficiencies and process improvements.
• Maintain Salesforce/Encompass user profiles, permissions, and security settings.
• Provide “day to day” support to users, including managing FAQ, troubleshooting, and workflow development.
• Act as liaison to Learning & Development, offering subject matter expertise of new and existing functionality, to assist in curriculum development.
• Conduct routine testing and execute quality assurance procedures (QA) of data systems.
• With sales leaders: Create, manage, and monitor sales campaigns, ensuring leads and opportunities are distributed as required, with timely disposition.
• Oversee data transmissions to other entities, vendors, and investors (FNMA, etc.) while ensuring data security protocols are honored.
• Comply with all applicable regulations and bank policies regarding employment and employment law.
• Participate in annual compliance and other job‑related training.

Relationships and Contacts

Internal: Reports to Salesforce & Data Administration Manager; frequent communication with Team Members and Stakeholders in various areas and levels throughout the Bank. External: Occasional contact with current and prospective customers as well as the bank’s third party vendors.

Education and Experience

• Bachelor’s degree in a related field from a four‑year college or university; or 3‑5 years banking experience; or equivalent combination of education and experience.
• Minimum of 3 years’ experience in retail banking, preferably in either consumer loan originations, sales, or consumer loan product management.
• Encompass experience preferred.
• Salesforce experience preferred.

Skills and Competencies

• Advanced analytical knowledge of data.
• Strong analytical skills.
• Strong attention to detail.
• Self‑motivated and proficient in time management/prioritization skills.
• Strong internal/external customer focus and bottom‑line orientation.
• Strong math and computer skills.
• Ability to read and interpret documents such as financial statements, compliance regulations, and policy/procedure manuals.
• Ability to write routine reports and correspondence.
• Ability to speak effectively before groups of customers, Team Members, or Directors.
• Proficient in Microsoft Office.

Working Conditions

Traditional office environment with ability to work remotely on a hybrid basis; the office maintains five day a week operation (Monday – Friday) with operational hours of 8:00am – 5:00pm.

Physical Demands

Adaptable to lifting/carrying up to 10 lbs. Manual dexterity for computer work. Speaking, hearing, and vision are required to perform essential functions. Please contact Human Resources with questions regarding the physical demands of this position.

EEO Statement

Penn Community promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Penn Community Bank is an equal opportunity employer.