Hybrid Data Analyst: Insights, Dashboards & Salesforce

Penn Community Bank; Lansdale (Montgomery County); Hybrid; USD 65,000 - 95,000; Full time

Job summary

Penn Community Bank is seeking a data analyst to collect, analyze, and interpret production data from various sources, and publish insights. The role develops dashboards in Encompass and Salesforce to track KPIs and trends.

You will collaborate with cross-functional teams to identify efficiencies, maintain data integrity, and support CRM system administration, including user profiles and security. This is a hybrid office role.

Qualifications

• Bachelor's degree in a related field or 3-5 years banking experience.
• Encompass experience preferred.
• Salesforce experience preferred.

Responsibilities

• Collect, analyze, and interpret production data from various sources (DNA, Salesforce, Encompass, etc.), and publish insights and findings.
• Perform data validation and ensure data integrity across multiple platforms.
• Develop and maintain dashboards and other reporting tools (Encompass/Salesforce) to track trends, patterns, and KPIs.
• Proactively 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 troubleshooting and workflow development.
• Act as liaison to Learning & Development, aiding curriculum development.
• Conduct routine testing and QA procedures of data systems.
• With sales leaders: Create, manage, and monitor sales campaigns, distributing leads and opportunities.
• Oversee data transmissions to vendors and investors while ensuring data security.

Skills

Analytical thinking

Attention to detail

Time management

Customer focus

Numerical ability

Microsoft Office

Data interpretation

Communication skills

Education

Bachelor's degree

Banking experience

Tools

Encompass

Salesforce

Excel

Job description

Penn Community Bank is seeking a data analyst to collect, analyze, and interpret production data from various sources, and publish insights. The role develops dashboards in Encompass and Salesforce to track KPIs and trends.

You will collaborate with cross-functional teams to identify efficiencies, maintain data integrity, and support CRM system administration, including user profiles and security. This is a hybrid office role.