About the position
The Marketing Business Intelligence & Data Analyst plays a pivotal role in advancing the bank’s marketing, digital, and growth strategies by transforming complex data into actionable intelligence. Operating within a \$7–\$10 billion asset banking environment, this role serves as a trusted analytics partner to marketing leadership, delivering high-impact insights across retail and commercial lines of business. Blending disciplined data management with advanced reporting, campaign analytics, and performance measurement, the incumbent enables informed, compliant, and data-driven decision-making. This role is essential in optimizing marketing effectiveness, enhancing customer acquisition and engagement, and ensuring regulatory-aligned use of customer and prospect data.
Responsibilities
- Manage and maintain the bank’s marketing data environment (MCIF, CRM, campaign platforms).
- Develop, automate, and distribute recurring and ad hoc reports and dashboards.
- Translate data into clear insights and recommendations.
- Support email, digital, and multi-channel campaigns through list development and performance analysis.
- Track campaign effectiveness and ROI.
- Provide performance metrics for online, mobile, and social channels.
- Monitor KPIs such as traffic, engagement, and conversions.
- Administer marketing program reporting.
- Develop prospecting and ad hoc reports.
- Ensure marketing data usage complies with banking regulations.
- Maintain sole accountability to own and steward the bank’s marketing data ecosystem; ensure data integrity, usability, and alignment with business objectives.
- Provide interpretation, guidance and direction to stakeholders offering support and challenging assumptions to influence business decisions.
- Enable multi-channel campaigns through sophisticated list development, segmentation and targeting.
- Analyze campaign performance across channels measuring effectiveness, ROI, and customer response; present insights to continuously refine strategy and execution.
- Partner with team and stakeholders to translate performance results into optimization strategies that improve reach, engagement and conversion.
- Administer and enhance marketing program reporting, including incentive and promotional analysis, to ensure transparency and performance accountability.
- Produce prospecting, segmentation, and ad hoc analytical reports to support strategic initiatives and targeted outreach.
Requirements
- Proficient in SQL and relational databases, with the ability to independently query, validate, and interpret complex datasets.
- Advanced Excel expertise, including complex formulas, pivot tables, data modeling, and automation to support scalable reporting and analysis.
- Hands-on experience with MCIF, CRM platforms, and business intelligence (BI) tools to support reporting, segmentation, and performance measurement.
- Working knowledge of email marketing platforms, digital campaign execution, and foundational HTML to support testing and optimization.
- Advanced analytical, critical thinking, and problem-solving skills, with the ability to transform data into actionable insights and recommendations.
- Strong written and verbal communication skills, translating complex analyses into clear, compelling narratives for cross-functional and leadership audiences.
- Highly organized and self-directed, with proven ability to manage multiple priorities and collaborate effectively across marketing, analytics, IT, and business partners.
- Bachelor’s degree in Marketing, Business Analytics, or related field; and three or more years of experience in marketing analytics or business intelligence (for AVP level).
- Bachelor’s degree in Marketing, Business Analytics, or related field; and five or more years of experience in marketing analytics or business intelligence (for VP level).
Benefits
- Eligible to participate in the Annual Officer Incentive plan with a target bonus up to 10% of base salary based various performance components.