Heritage Financial Credit Union · 1 month ago
Retail Analyst - Middletown, NY
Middletown,NY,US
Full-time
Onsite
Entry, Mid Level
$60K/yr - $65K/yr
1+ years expHeritage Financial Credit Union is a member-owned financial institution dedicated to helping members achieve their financial goals. The Retail Analyst role involves providing analytical, administrative, and operational support to Retail Senior Management, focusing on compiling performance data and ensuring operational excellence to enhance member experience.
BankingFinanceFinancial Services
Responsibilities
Collect, analyze, and interpret data related to branch performance, member growth, deposit trends, consumer lending results, and sales activity
Prepare weekly, monthly, and quarterly management reports with insights and recommendations
Maintain dashboards and scorecards for branches, retail leadership, and executive management
Perform data validation and quality checks to ensure accuracy of reporting
Support analysis for new products, promotions, and branch network initiatives
Gather performance data used to calculate monthly and quarterly retail incentive payouts
Validate data accuracy and coordinate with HR and Retail Leadership to resolve discrepancies
Assist with enhancements to incentive models, definitions, and tracking processes
Compile and track sales activity, pipeline data, and lead-management metrics
Support Retail leadership with coordination of sales campaigns and training programs
Prepare materials for sales meetings, quarterly business reviews, and strategic planning sessions
Assist Retail Senior Management with project coordination, scheduling, documentation, and meeting preparation
Maintain procedures, branch communications, and standardized forms used across the Retail network
Monitor and track key operational initiatives (branch staffing, training compliance, branch audits, etc.)
Conduct research to support decision-making related to branch operations, technology use, and member experience improvements
Work closely with Lending, Finance, Marketing, IT, Compliance, HR, and Training to support Retail initiatives
Assist with implementation of new systems, platforms, or operational processes that impact branches or retail workflows
Serve as a liaison for Retail when collaborative data, reporting, or project support is needed
Qualification
Required
A bachelor's degree in business, finance, economics or related field is preferred
1-3 Years of experience in financial services, retail banking, business analysis, or data/reporting roles required. A comparable combination of education and experience may be considered
Must be able to frequently communicate with vendors, members, and coworkers; verbally, in person, on the phone, writing, and via email
Must be able to see and operate a computer and other office equipment such as a calculator, copier, printer, paper cutter, etc
May occasionally need to drive to other locations
This position requires that the employee gain a working knowledge of Bank Secrecy Act (BSA) requirements and how they will affect their work. The employee will comply with all requirements of the BSA and cooperate with the designated BSA Officer in assuring compliance
Strong proficiency with Excel (pivot tables, VLOOKUP/XLOOKUP, data validation)
Experience with core banking systems, CRM, and reporting platforms
Ability to learn new systems and navigate multiple data sources
Strong analytical and problem-solving skills
High attention to detail; able to ensure data accuracy and integrity
Strong verbal and written communication skills
Self-starter with the ability to manage multiple tasks and deadlines
Ability to work collaboratively across departments
Benefits
Incentives and Merit Increases
Paid Time Off & Paid Federal Holidays
Medical, Dental, Vision & Life Insurance
Employee Assistance Program
Flexible Spending Accounts/HSA
401(k) with Employer Match
Educational Assistance
Paid Time to Volunteer
Company
Heritage Financial Credit Union
Heritage Financial Credit Union provides Auto Loans, Retirement Services, Investment Services, Personal Loans & Credit Cards services.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
$3.72MKey Investors
Community Development Financial Institutions Fund
2023-04-10Grant· $3.72M
Leadership Team
Michael Ciriello
President/CEO
Jonathan Shakelton
Chief Operating Officer
Recent News
The Pike County Courier
2024-05-23
Mid Hudson News
2024-05-23
Company data provided by crunchbase