Digital Data Analyst (Three Days Onsite Required)

Summit Logo; Town of Cottage Grove (WI); On-site; USD 70,000 - 110,000; Full time

Job summary

Summit Credit Union seeks a Digital Data Analyst to support deployment of new products and features across digital platforms, understand member needs, and monitor channel usage. You will establish best practices, security protocols, performance metrics, and processes for these channels.

The role aims to enhance site traffic efficiency and member experience with easy access to information and tasks, aligning digital presence with member and staff needs.

Qualifications

• Bachelor’s degree or equivalent relevant professional experience.
• 3+ years in financial services with a focus on member service.
• Experience with member-facing digital platforms and vendors.
• Experience gathering and analyzing member feedback.

Responsibilities

• Lead data-driven initiatives to improve sales, service, and operations KPIs.
• Analyze data to inform product and service enhancements and backlogs.
• Interact with members to gather needs and craft solutions.
• Maintain documentation and ensure alignment with digital roadmap objectives.

Skills

Leadership experience

Member service focus

Digital platforms experience

User feedback tools

Communication skills

Relationship building

Education

Bachelor’s degree or equivalent

Job description

The Digital Data Analyst aids in the deployment of new products and features across digital platforms, understanding customer needs to better serve them, overseeing digital channel usage and emerging tech trends. This role establishes best practices, security protocols, performance metrics, and processes for these channels. The position involves enhancing site traffic efficiency, ensuring an exceptional member experience with easy access to information and task execution, and maintaining the digital presence as a showcase aligning with the requirements of members, staff, and the organization.

Expected Outcomes

• Sales, service, and operational performance improved as a result of strategic decisions informed by data driven recommendation from trend analysis and report development.
• Projects that improve sales, service, and operations' key performance indicators are completed utilizing subject matter expertise and/or leadership.
• Operational practices, document findings, and ensured adherence to organizational standards are assessed through audits and/or observations.
• Regulatory requirements are adhered to, ensuring compliance and mitigated risk for member-held assets.
• Accuracy of metrics reporting supports meeting service level agreements and operational expectations.
• Market and competitive insights influence sales and services enhancements.
• Enhanced user experience achieved through removing pain points. Member experience is enhanced as result of product and service optimization.
• Product backlog and relevant documentation are accurately maintained and accessible to relevant internal and external stakeholders.
• Internal and external stakeholders deliver on requirements as agreed upon. Clear definition of deliverables ensures products and features meet digital roadmap business objectives.
• Market and competitor insights influence product and services enhancements.

Capability Requirements

• Bachelor’s degree or equivalent relevant professional experience required.
• 3+ years of experience in financial services with a focus on member service, with 3 of those in a leadership capacity.
• Familiarity with member facing digital platforms such as Online Banking, Mobile Banking, online new membership workflow, online account sales and the vendors that support them.
• Demonstrated experience with online member feedback tools
• Demonstrated experience in member needs analysis and crafting unique solutions to meet those needs.
• The ability to interact directly with members as needed.
• Strong knowledge of consumer banking, inclusive of deposit and loan products.
• Excellent verbal, listening, interpersonal, and oral/written communication skills.
• Ability to form and maintain positive relationships with all levels of the organization.

The above information on this description has been designed to indicate the general nature and level of work performed by employees in this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all outcomes, responsibilities and qualifications required of employees assigned to this job.

Required Statement Sections

• Physical Demands of Position: While performing the duties of this position, the employee is required to sit, stand and walk, use hands and fingers. The employee occasionally must reach above and below shoulder level, and lift/push/pull and /or carry up to 10 pounds.
• Environmental/Working Conditions: Works in a typical administrative setting with climate control and appropriate lighting. Travel to branches requires exposure to outdoor and traffic conditions.
• Equipment Used: Variety of office equipment (telephone, printer, pc, mobile devices, etc.)
• EEO Statement: At Summit Credit Union, we are committed to providing Equal Employment Opportunity regardless of race, color, religion, sex, age, national origin, disability, military and veteran status, sexual orientation, gender identity, marital status or any other characteristic protected by local, state, or federal law. We embrace diversity and believe that inclusion is critical to our success as a credit union. Different makes us better. Employment decisions are made based on qualifications, merit, and business need.