Data & Automation Analyst I

Fidelity Bank; Fuquay-Varina (NC); On-site; USD 55,000 - 75,000; Full time

Job summary

Fidelity Bank is seeking an entry-level Data & Automation Analyst I in Fuquay Varina, NC to bridge business data analysis with automation and AI-assisted development. You will assist in reporting, data validation, and SQL-based analysis while learning to build productivity tools and simple apps.

You’ll work under guidance to support strategic initiatives, improve processes, and drive data-driven decisions across departments.

Qualifications

• Bachelor degree in CS, data analytics, or business analytics with 1 year of experience.
• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Proficiency with Microsoft Excel and Microsoft 365 applications.
• Ability to learn new technologies and concepts quickly.
• Strong attention to detail and commitment to data accuracy.

Responsibilities

• Create, maintain, and distribute recurring reports and dashboards. Support executive, operational, and departmental reporting requirements.
• Assist in gathering, organizing, and validating data from multiple business systems.
• Develop and modify SQL queries to support reporting and analysis needs. Analyze data to identify trends, opportunities, and operational insights.
• Help document data definitions, report logic, and reporting procedures.
• Use AI-assisted development tools, including Claude Code and Microsoft Copilot, to create and enhance internal productivity solutions.
• Develop simple web applications, dashboards, forms, and workflow tools under the guidance of senior team members.
• Document applications, workflows, and user instructions.
• Identify opportunities to streamline workflows and eliminate manual processes. Assist in developing automations and integrations between systems.
• Collaborate with business users to understand challenges and propose solutions. Support user adoption through training and knowledge sharing.
• Work closely with business units to understand data and reporting needs. Participate in project meetings and solution design discussions.
• Follow Bank policies related to information security, privacy, compliance, and change management.
• Stay informed on emerging technologies related to data, analytics, automation, and AI.
• Other duties as assigned by manager.

Skills

Analytical skills

Problem-solving

Communication

Time management

Learning agility

Education

Bachelor's degree in CS, Data Analytics or Business Analytics

Tools

SQL

Power BI

Claude AI

ChatGPT

Microsoft Copilot

SharePoint

Teams

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Data & Automation Analyst I

Regular Full-Time Professional Fuquay Varina, NC, US

3 days ago Requisition ID: 2727

SUMMARY:

The Data & Automation Analyst I is an entry-level technology role focused on combining business data analysis with modern automation and AI-assisted application development. The position helps the Bank leverage data more effectively, automate routine processes, and create innovative productivity solutions that improve employee and customer experiences. Under the guidance of senior staff, the analyst will develop skills in reporting, business intelligence, automation, and AI-enabled software development while supporting key strategic initiatives across the organization.

PRINCIPAL ACCOUNTABILITIES:

Time: Description:

10% Create, maintain, and distribute recurring reports and dashboards. Support executive, operational, and departmental reporting requirements.

10% Assist in gathering, organizing, and validating data from multiple business systems.

10% Develop and modify SQL queries to support reporting and analysis needs. Analyze data to identify trends, opportunities, and operational insights.

5% Help document data definitions, report logic, and reporting procedures.

10% Use AI-assisted development tools, including Claude Code and Microsoft Copilot, to create and enhance internal productivity solutions. Support automation initiatives that reduce manual effort and improve process efficiency.

10% Develop simple web applications, dashboards, forms, and workflow tools under the guidance of senior team members. Assist with testing, troubleshooting, and maintaining internally developed applications.

5% Participate in proof-of-concept and pilot projects involving AI and automation technologies.

5% Document applications, workflows, and user instructions.

10% Identify opportunities to streamline workflows and eliminate manual processes. Assist in developing automations and integrations between systems.

5% Collaborate with business users to understand challenges and propose solutions. Support user adoption through training and knowledge sharing.

5% Work closely with business units to understand data and reporting needs. Participate in project meetings and solution design discussions.

5% Follow Bank policies related to information security, privacy, compliance, and change management.

5% Stay informed on emerging technologies related to data, analytics, automation, and AI.

5% Other duties as assigned by manager.

BASIC QUALIFICATIONS:

Bachelor degree in Computer Science, Data Analytics or Business Analytics with 1 year of experience or an equivalent combination of education and experience.

ADDITIONAL QUALIFICATIONS:

• Strong analytical and problem-solving abilities.
• Excellent communication and interpersonal skills.
• Proficiency with Microsoft Excel and Microsoft 365 applications.
• Strong organizational and time management skills.
• Ability to learn new technologies and concepts quickly.
• Strong attention to detail and commitment to data accuracy.

PREFERRED QUALIFICATIONS:

• Experience with SQL.
• Exposure to reporting tools such as Power BI.
• Experience using AI tools such as Claude, ChatGPT, Microsoft Copilot, or similar platforms.
• Exposure to SharePoint, Teams, or workflow automation tools.

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job.

They are not intended to be an exhaustive list of all responsibilities, duties and skills required of personnel so classified.

Affirmative Action/Equal Opportunity Employer