About this role
Join the Consumer Banking Finance & Business Management team and help provide insights that support business performance across the Retail Financial Services network. You will partner with business and finance leaders to analyze results, develop reporting, and support strategic priorities. This role offers the opportunity to build deep business knowledge while contributing to divisional and national initiatives.
As a Finance & Business Management Associate in the Consumer Banking Finance & Business Management team, you will provide finance and business management support to divisional and regional business managers. You will analyze business performance and provide insights into areas such as deposit and investment balance growth, customer experience, client outreach, and field staff performance. You will prepare business reviews, conduct financial and strategic analysis, and support initiatives that help business leaders understand and optimize results.
Job Responsibilities
- Support divisional and regional business managers through reporting, analysis, and deep dives into results to identify opportunities to optimize performance
- Prepare divisional and regional business review packages
- Develop periodic and ad hoc analysis to support financial and strategic objectives
- Build knowledge of key focus areas and provide subject matter expertise to the team
- Support ad hoc special projects and business requests
- Contribute to divisional and national initiatives, including owning and driving select projects
Required qualifications, capabilities, and skills
- Bachelor’s degree in Accounting, Finance, or a related discipline
- 2 years of experience in financial services or a related field
- Knowledge of financial principles with the ability to connect business activities to financial results
- Strong verbal and written communication skills
- Strong analytical and organizational skills with the ability to manage multiple and changing deliverables
- Ability to collaborate and build relationships across the organization
- Strong follow-through and ability to execute against priorities
- Proficiency in Microsoft Office and financial applications
- Strong attention to detail and ability to deliver solutions
- Ability to travel as required
Preferred qualifications, capabilities, and skills
- Experience with Tableau or QlikView
- Knowledge of branch banking
- Knowledge of retail banking financial systems