Retail Banking Operations Analyst (on site)

Rhinebeck Bank; City of Poughkeepsie (NY); On-site; USD 71,000 - 76,000; Full time

Benefits offered by this job

Health benefits

Dental benefits

Vision benefits

401k

Paid time off

Job summary

Rhinebeck Bank is seeking an organized, detail-oriented Retail Banking Operations Analyst to provide administrative, analytical, and operational support to the Chief Operating Officer and Retail Banking Department.

This on-site role focuses on preparing management reports, analyzing business data, coordinating initiatives and events, and supporting daily departmental operations with a commitment to accuracy and efficiency.

Qualifications

• Minimum of two years of experience in executive or administrative support.
• Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Strong understanding of Retail Banking products, services, and industry trends.
• Familiarity with the Bank’s subsidiaries and their offerings.
• Ability to work independently, exercise sound judgment, and manage competing priorities.
• Strong attention to detail and commitment to accuracy.

Responsibilities

• Collect, organize, and analyze data to support management reporting and business decisions.
• Prepare reports on sales, referrals, departmental performance, incentive compensation, and other key operational metrics.
• Develop and maintain CRM reports, dashboards, charts, and presentations.
• Analyze performance results, identify trends, and summarize findings for management.
• Prepare agendas, reports, and presentation materials for executive and management meetings.
• Coordinate bank events, meetings, special projects, and departmental initiatives.
• Track action items and follow up with appropriate individuals to support timely completion of priorities.
• Provide administrative and operational support to the Chief Operating Officer and Head of Retail Banking.
• Identify opportunities to improve reporting processes, streamline workflows, and increase operational efficiency.
• Maintain confidentiality when handling sensitive business and customer information.
• Perform other duties and special projects as assigned.

Skills

Analytical thinking

Organizational skills

Problem solving

Written and verbal communication

Tools

Microsoft Office

Job description

Retail Banking Operations Analyst (on site)

Retail & Business Services , NY, Poughkeepsie

Rhinebeck Bank is seeking an organized, detail-oriented Retail Banking Operations Analyst to provide administrative, analytical, and operational support to the Chief Operating Officer and Retail Banking Department.

This position is responsible for preparing management reports and presentations, analyzing business data, coordinating bank initiatives and events, and supporting departmental operations. The ideal candidate is a proactive professional with strong analytical and organizational skills, the ability to manage multiple priorities, and a commitment to accuracy and efficiency.

Key Responsibilities

Collect, organize, and analyze data to support management reporting and business decisions.

Prepare reports on sales, referrals, departmental performance, incentive compensation, and other key operational metrics.

Develop and maintain CRM reports, dashboards, charts, and presentations.

Analyze performance results, identify trends, and summarize findings for management.

Prepare agendas, reports, and presentation materials for executive and management meetings.

Coordinate bank events, meetings, special projects, and departmental initiatives.

Track action items and follow up with appropriate individuals to support timely completion of priorities.

Provide administrative and operational support to the Chief Operating Officer and Head of Retail Banking.

Identify opportunities to improve reporting processes, streamline workflows, and increase operational efficiency.

Maintain confidentiality when handling sensitive business and customer information.

Perform other duties and special projects as assigned.

Qualifications

Minimum of two years of experience in executive or administrative support.

Advanced proficiency in Microsoft Office, particularly Excel and PowerPoint.

Strong analytical, organizational, and problem-solving skills.

Excellent written and verbal communication skills.

• Strong understanding of Retail Banking products, services, and industry trends

Familiarity with the Bank’s subsidiaries and their offerings.

Ability to work independently, exercise sound judgment, and manage competing priorities.

Strong attention to detail and commitment to accuracy.

Compensation and Benefits:

• Salary: $71,000 - $76,000 per year
• Comprehensive benefits package (health, dental, vision, 401k, paid time off, etc.)
• Opportunities for career advancement and development

About Us:`
Rhinebeck Bank is committed to providing exceptional financial services to our clients and fostering a culture of excellence within our team. As an Equal Opportunity / Affinity /

As an Equal Opportunity / Affinity / ...