Job Details

Data Analyst

  2025-08-05     Exchange Bank     Santa Rosa,CA  
Description:

Data Analytics

  • Conduct analysis, interpret data and offer action-driven recommendations and insights to executive leaders and managers on the basis of results.
  • Partner with teams across the bank to determine data needs and design dashboards and reports that are concise and actionable
  • Understand demographics and banking segments to provide support in the development of strategy including business unit and customer profitability.
  • Make recommendations to management around process improvements and systems enhancements resulting from sound analysis of business process, data flow and other process transformation mediums.
  • Develop and apply statistical methods and experimentation to analyze the effect of pricing and sales decisions on business performance to support the Bank's customer acquisition, cross-sell, and retention efforts.
  • Assist in the development of Key Performance Indicators (KPIs) bank-wide to be used by management to track trends and realign strategic priorities on an ongoing basis.
  • Prepare management and board reports that reconcile business activity to the Bank's financials.
  • Work closely with internal and external teams to drive action and ensure accuracy and validity of each data source.
  • Mentor and train employees with regards to data visualization and predictive and forecasting tools.
  • Maintain, support, update and create Business Intelligence dashboards.


Non-Essential Functions:
  • Perform special projects, research and other duties as assigned.
Education and Experience:
  • Bachelor's degree in finance, information science or related field, or an equivalent combination of education and experience.
Knowledge, Skills and Abilities:

Required:
  • Expert with data analytics
  • Knowledgeable in how to build and use several data analytic tools
  • Skilled in updating various databases
  • Exceptional analytical and logic skills
Preferred
  • Intermediate to advanced knowledge of report writing using Microsoft Power BI or a similar business intelligence tool.
  • Knowledge of statistical analysis and methodology
  • Advanced skill level in Excel
  • Strong understanding of retail banking business financial drivers.


Physical Requirements:

Office Worker: Ability to stand, bend, stoop, sit, walk, twist and turn. Ability to lift up to 15 pounds

Compensation:

The hiring range for this position is $80,815 to 121,000 per year. The salary offered will fall within this range commensurate with the candidate's applicable experience, education, and skills.

Equal Opportunity Employer

This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights notice from the Department of Labor.


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