Data Analyst - Deposit Operations

SUMMARY

The Deposit Operations Data Analyst delivers actionable insights to support strategic decision-making within Deposit and Treasury Management Operations. This role requires a blend of technical expertise, business acumen, and a proactive approach to data-driven problem-solving.

MAJOR DUTIES AND RESPONSIBILITIES (ESSENTIAL FUNCTIONS)

• Responsible for creating new, modifying existing, and performing ad-hoc reporting in support of business processes and data-driven decision-making. Must have the ability to create meaningful dashboards in Power BI and Excel.
• Act as a subject matter expert in Deposit & Treasury Management (TM) data.
• Knowledge of data ingestion & ETL Processes in relation to SSMS
• Work closely with Deposit & TM Operations Subject Matter Experts to understand business requirements, maintain thorough documentation, and obtain business sign-offs for all reporting needs, from daily working reports to high-level metrics.
• Analyze large datasets to identify meaningful patterns that provide actionable results.
• Critically evaluate information gathered from multiple sources and reconcile conflicts.
• Validate data for correctness by verifying against requirements.
• Research data errors and remediate poor data.
• Develop and document strong data quality standards and controls to ensure data integrity and accessibility.
• Participate in the Data Governance program by updating the data dictionary, policies, and procedures.
• Analyze and confirm metrics are effective and provide feedback to department leaders on trends that require attention.
• Support cross-functional projects by providing data-driven insights and ensuring alignment with organizational objectives.

ADDITIONAL DUTIES AND RESPONSIBILITIES

• Perform duties as requested by the manager.
• Complete all required compliance exams on a yearly basis.
• Adhere to all First United policies and procedures.
• Dress professionally.

EMPLOYEE SPECIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION AND WORK EXPERIENCE

• Bachelor's Degree or equivalent work experience required.
• 2-5 years banking experience required.
• Knowledge of financial institution policies and procedures required.

TECHNICAL/FUNCTIONAL COMPETENCIES

• Proficient in Power BI, Power BI Report Builder, Power Query, SSRS, Alteryx, and SQL.
• Proficient in ETL tools such, Power BI Dataflows, or other big data integrations.
• Problem-solving through statistical analysis with large datasets is highly preferable.
• Knowledge of DAX, SQL, Snowflake and M Code.
• Excellent verbal and written communication skills and the ability to interact professionally with a diverse group, including executives, managers, and subject matter experts.
• Strong initiative in the development and timely completion of projects and deadlines.
• Exhibit sound and ethical judgment.
• Exceptional time management skills to effectively prioritize and manage workload.
• Eager problem-solver who listens for customer cues and actively resolves problems with grace and integrity.
• Willingness to accept additional responsibilities.

NOTE: This job description is not intended to be all-inclusive. Employee may perform other related duties as assigned by supervisor to meet the ongoing needs of the organization.

If any applicant is unable to complete an application or respond to a job opening because of a disability, please email us at HR@firstunitedbank.com for assistance.