Business Data Analyst

Penn Community Bank; Pennsylvania; Hybrid; USD 70,000 - 100,000; Full time

Job summary

Penn Community Bank in Pennsylvania is seeking a data-focused professional to collect, analyze, and publish insights from production data sources such as DNA, Salesforce and Encompass, and to develop dashboards that track trends and KPIs.

You will ensure data integrity, provide day-to-day user support, maintain user profiles and security settings, collaborate with cross-functional teams on process improvements, and assist in curriculum development with Learning & Development, in a hybrid work

Qualifications

• Bachelor's degree in a related field or 3–5 years banking experience.
• Minimum of 3 years' experience in retail banking, preferably in consumer loan originations, sales, or consumer loan product management.
• Encompass experience preferred and Salesforce experience preferred.

Responsibilities

• Collect, analyze, and interpret production data from multiple sources and publish insights.
• Perform data validation and ensure data integrity across platforms.
• Develop and maintain dashboards and reporting tools (Encompass/Salesforce) to track KPIs and trends.
• Collaborate with cross-functional teams to identify efficiencies and process improvements.
• Maintain Salesforce/Encompass user profiles, permissions, and security settings.
• Provide day-to-day user support, including troubleshooting and workflow development.
• Liaise with Learning & Development to assist in curriculum development.
• Conduct QA testing of data systems.
• Assist sales leaders with campaigns and lead/disposition management.
• Oversee data transmissions to vendors and investors with data security.

Skills

Data analysis

Data validation

Dashboard development

Cross-functional collaboration

Attention to detail

Time management

Microsoft Office

Education

Bachelor's degree

3–5 years banking experience

Tools

Encompass

Salesforce

Job description

Job description:

Essential Functions

The following is a list of essential functions, which may be subject to change at any time and without advance notice. Management may assign new duties, reassign existing duties, or eliminate a function.

• 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

Compliance

• Comply with all applicable regulations and Bank policies regarding employment and employment law.
• Participate in annual compliance and other job-related training.
• Comply with applicable bank regulations, Bank policies and procedures.
• Comply with Bank's internal privacy and ethics standards.

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 banks 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

Penn Community promotes an equal opportunity workplace, which includes reasonable accommodations of otherwise qualified disabled applicants and employees. Please contact Human Resources with questions regarding the physical demands of this position.

• Lifting/carrying up to 10 lbs.
• Manual dexterity for computer work
• Speaking, hearing, and vision are required to perform essential functions

Penn community Bank is an equal opportunity employer.