Data & Analytics Analyst: Banking Insights & Dashboards

Charles Schwab; Westlake (TX); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

401(k) with company match

Health, dental, and vision insurance

Sabbatical after 5 years

Job summary

Schwab is seeking a Data & Analytics Analyst to join Bank Data & Analytics in Westlake, TX. You will translate business questions into reliable reporting, build dashboards, and partner with product, operations, risk, and technology to deliver insights that drive deposits, cash features, and move money.

The role emphasizes SQL, data visualization (Tableau/Power BI), data quality, governance, and scalable data products.

Qualifications

• 3+ years of experience in data analytics, business intelligence, reporting, or a related analytical role.
• 3+ years of experience using SQL to perform structured programming, ad hoc querying, data validation, and analysis across relational databases or cloud‑based data platforms.
• Experience developing dashboards, reports, and data visualizations using Tableau, Power BI, or similar BI tools.
• Strong analytical and problem‑solving skills, with the ability to interpret complex data, assess data quality, and connect findings to business outcomes.
• Ability to work directly with business partners to clarify objectives, document requirements, and deliver practical data solutions that meet business needs.
• Comfort operating in a fast‑paced environment with changing priorities, multiple concurrent efforts, and tight timelines.
• Strong communication skills, including the ability to explain analytical findings, data limitations, and business implications to stakeholders at varying levels of technical depth.
• Experience working with financial services, banking, deposit, cash management, payments, or money movement data is a plus.
• Detail‑oriented mindset with a focus on accuracy, documentation, repeatability, and trusted reporting practices.

Responsibilities

• Partner with Bank & Trust Services leaders and cross‑functional stakeholders to understand business needs, define analytical requirements, and deliver insights that support Deposit products, Cash Features, and Move Money capabilities.
• Develop, maintain, and enhance dashboards, reports, and analytical assets that provide visibility into client behavior, product performance, operational trends, risk indicators, and service outcomes.
• Use SQL and analytical tools to extract, transform, validate, and analyze data from complex financial services datasets, ensuring accuracy, consistency, and business relevance.
• Identify trends, gaps, anomalies, and opportunities within deposit, cash, and money movement data to inform decision‑making, prioritization, and continuous improvement efforts.
• Translate complex data findings into clear, concise summaries and recommendations for both technical and non‑technical audiences.
• Support data quality, governance, and control activities by documenting logic, validating outputs, and collaborating with technology and data teams to resolve data‑related issues.
• Help advance modern analytics practices by improving self‑service reporting, documenting trusted metrics and data lineage, exploring automation opportunities, and translating insights into clear business recommendations.

Skills

SQL

Dashboards

Tableau/Power BI experience

Communication skills

Problem-solving

Stakeholder collaboration

Tools

Tableau

Power BI

BigQuery

Python

R

Job description

Schwab is seeking a Data & Analytics Analyst to join Bank Data & Analytics in Westlake, TX. You will translate business questions into reliable reporting, build dashboards, and partner with product, operations, risk, and technology to deliver insights that drive deposits, cash features, and move money.

The role emphasizes SQL, data visualization (Tableau/Power BI), data quality, governance, and scalable data products.