Job description

Location Onsite listed in the job posting Overview The Corporate Treasury Team is looking to add a financial analyst for loan and deposit pricing analysis. To be effective in this high visibility role, the analyst must be well-organized, detail-oriented, possess superior analytical and communications skills, and have a strong work ethic. Top candidates must be able to demonstrate history of: • Constructing well controlled, governed, and documented processes for analysis, data management, and reporting • Summarizing key findings and preparing succinct presentations for executives • Meeting deadlines while independently taking initiative to drive complex projects to completion Key Responsibilities Analysts on the Pricing Team are responsible for executing and cross-training across a variety of responsibilities such as: • Assist with the analysis, implementation, and reporting of pricing strategies for deposits, loans, and credit cards • Update and develop reports and dashboards used to track the results of pricing strategies, rate management effectiveness, and competitive environment • Work closely with the Pricing Team Leaders, the Product Management Team, and other teams to help develop and implement pricing and product strategies designed to meet the Company’s strategic goals • Respond to banker questions regarding product rates, offered promotions, account inquiries, etc. primarily through the Pricing Team's mailbox • Develops sound understanding of the data and analytics, concepts, methodologies, and key assumptions used within the Pricing Team • Partner with risk management, internal audit, and others to ensure processes and procedures are appropriate, executed, and follow Company and regulatory guidelines • Assisting other teams in the Corporate Treasury department on ad-hoc projects, including executive-level reports covering loan and deposit pricing Qualifications Include • Bachelor’s degree; advanced degree and/or certification such as CFA or CPA preferred • 3-5 years experience in the banking industry (Finance, Operations, Business Intelligence, or Product team) preferred; open to training experienced professionals with transferable skills • Ability to generate high-quality work product with strong attention to detail • Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form • Team orientated and excellent interpersonal skills • Ability to self-identify process gaps and weaknesses • Strong organization, time management, and multi-tasking skills to manage responsibilities described above • Proficient in Microsoft Office suite. Excel, PowerPoint, and Word required with Power BI, Visio, and VBA a plus. • Experience with database reporting and programming tools such as SQL, Python, R, etc. Location Onsite listed in the job posting Overview The Corporate Treasury Team is looking to add a financial analyst for loan and deposit pricing analysis. To be effective in this high visibility role, the analyst must be well-organized, detail-oriented, possess superior analytical and communications skills, and have a strong work ethic. Top candidates must be able to demonstrate history of: Constructing well controlled, governed, and documented processes for analysis, data management, and reporting Summarizing key findings and preparing succinct presentations for executives Meeting deadlines while independently taking initiative to drive complex projects to completion

Requirements

Must-haves

Location Onsite listed in the job posting
Top candidates must be able to demonstrate history of:
Constructing well controlled, governed, and documented processes for analysis, data management, and reporting
Summarizing key findings and preparing succinct presentations for executives
Meeting deadlines while independently taking initiative to drive complex projects to completion
Analysts on the Pricing Team are responsible for executing and cross-training across a variety of responsibilities such as:
Assist with the analysis, implementation, and reporting of pricing strategies for deposits, loans, and credit cards
Update and develop reports and dashboards used to track the results of pricing strategies, rate management effectiveness, and competitive environment
Work closely with the Pricing Team Leaders, the Product Management Team, and other teams to help develop and implement pricing and product strategies designed to meet the Company’s strategic goals
Respond to banker questions regarding product rates, offered promotions, account inquiries, etc. primarily through the Pricing Team's mailbox
Develops sound understanding of the data and analytics, concepts, methodologies, and key assumptions used within the Pricing Team
Partner with risk management, internal audit, and others to ensure processes and procedures are appropriate, executed, and follow Company and regulatory guidelines
Assisting other teams in the Corporate Treasury department on ad-hoc projects, including executive-level reports covering loan and deposit pricing
Qualifications Include
Ability to generate high-quality work product with strong attention to detail
Demonstrated ability to summarize analysis and research clearly and concisely in verbal and written form
Team orientated and excellent interpersonal skills
Ability to self-identify process gaps and weaknesses
Strong organization, time management, and multi-tasking skills to manage responsibilities described above
Experience with database reporting and programming tools such as SQL, Python, R, etc.
Location Onsite listed in the job posting

Nice-to-haves

Bachelor’s degree; advanced degree and/or certification such as CFA or CPA preferred
3-5 years experience in the banking industry (Finance, Operations, Business Intelligence, or Product team) preferred; open to training experienced professionals with transferable skills
Proficient in Microsoft Office suite. Excel, PowerPoint, and Word required with Power BI, Visio, and VBA a plus.

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

sqlpython

Platform: oracle-cloud
Effort: medium