Retail Banking Operations & Analytics Analyst

Rhinebeck Bank

City of Poughkeepsie (NY)

Sur place

USD 71 000 - 76 000

Plein temps

Il y a 3 jours
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Avantages offerts par ce poste

Comprehensive benefits package (health
Career advancement opportunities

Résumé du poste

Rhinebeck Bank in Poughkeepsie, NY is seeking a Retail Banking Operations Analyst to provide administrative, analytical, and operational support to the COO and Retail Banking Department. You will prepare management reports, analyze data, coordinate initiatives, and support daily operations to improve efficiency.

The ideal candidate has at least two years of executive/administrative experience and strong skills in Excel and PowerPoint, with excellent communication and organizational abilities.

Qualifications

  • Minimum of two years of executive/administrative support experience.
  • 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.

Responsabilités

  • 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.

Connaissances

Analytical skills
Organizational skills
Problem-solving
Written communication
Verbal communication

Outils

Microsoft Excel
PowerPoint

Description du poste

Rhinebeck Bank in Poughkeepsie, NY is seeking a Retail Banking Operations Analyst to provide administrative, analytical, and operational support to the COO and Retail Banking Department. You will prepare management reports, analyze data, coordinate initiatives, and support daily operations to improve efficiency.

The ideal candidate has at least two years of executive/administrative experience and strong skills in Excel and PowerPoint, with excellent communication and organizational abilities.

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