Performs ongoing analyses of business results, cross-sell and up-sell initiatives, and promotional campaigns. Performs appropriate quantitative and empirical analyses such as customer segmentation, retention, next best product, and profitability. Creates and maintains various databases in support of Line of Business and organizational initiatives and competitive analysis. Performs analysis of geographic markets as they relate to future business development and acquisition plans. Identifies information resources that support the day to day research and analysis needs of the entire organization. Performs all other duties as assigned. Implements and performs according to the established TDECU REAL standards.
Essential Duties and Responsibilities:
(To perform successfully in this position, an individual must be able to perform essential duties satisfactorily as well as possess education/experience, knowledge, skill, and ability as listed in representative fashion: reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions of this position - this listing of essential duties is not all inclusive, but representative, other duties may be assigned.)
1. Organizational Support
Performs on-going analysis of business results: evaluates results against goals; develops and presents recommendations as needed for attaining desired results and ensures data integrity.
Analyzes results and presents findings of cross-sell, up-sell and marketing campaigns; develops profiles of responders versus non-responders for aid in the development of models to refine the selection criteria of targeted audiences.
Creates and maintains databases in support of regular and special projects, including but not limited to: relational databases that link customer and prospect information across different systems and databases that electronically share data with branches and the call center, feeding back to the marketing department for analysis and reporting.
Performs on-going analysis of competitive banking market using multiple third party sources. Identifies competition and potential markets that need to be addressed. Recommends possible corrective action such as specific marketing campaigns, retention programs, or product development.
Performs continual analysis of geographic markets as they relate to future business development plans. Identifies and evaluates current and desired market and servicing expansion opportunities, including product categories and physical site characteristics using third party and internal data.
Performs analysis and distribution of data from the MCIF system. Ensures data integrity and interpretation of data based on sample sizes.
Identifies and cultivates effective third party resources for information/data gathering purposes including but not limited to: research data, market trends, competitive market activity, demographic, psychographic, and behavioral data.
Operates and manages mapping software, including updates, map generation and distribution. Develops and implements methodologies for integrating customer driven data into the software package.
Develops and maintains effective working relationships with all internal and external counterparts necessary for successful execution of responsibilities.
2. Vendor Management
Works closely with third party vendors to ensure that all deliverables are met.
3. Project Management
Uses time management skills and processes to fulfill requests in a timely manner and allow for majority of time to be spent research and analysis and communication of findings.
Collaborates with marketing department and other key stakeholders as needed.
Reviews and approves third party vendor invoices and tracks time as necessary to monitor for correct billing.
Responsible for creating power point presentations along dissemination of information (with marketing admin support as needed.
5. Community Relations
Actively participates in community relations activities and groups to represent the Credit Union.
(Education, Experience, Knowledge, Skills, and Abilities)
Bachelor's degree in General Business or related field from an accredited College or University.
Two to three years experience in quantitative analysis is preferred.
3. Knowledge, Skills, and Abilities
Strong analytical and research skills with the ability to translate, quantify and manipulate complex information.
Advanced professional verbal and written skills required, along with dissemination techniques and methods.
Strong working knowledge of research related computer software plus Microsoft Office, Power Point and Outlook programs.
Understanding of financial services/banking industry.
Able to effectively, prioritize tasks, organize, negotiate, and make important decisions.
Physical Demands and Work Environment:
(The physical demands and work environment characteristics described herein are representative of those that must be met by an employee to successfully perform essential functions of this position and/or may be encountered while performing essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.)
While performing the essential duties of this position, an employee would frequently be required to stand, walk, and sit. An employee must frequently life and/or move up to 10 pounds and may occasionally lift and/or move up to 25 pounds to perform essential position functions.
Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus.
The noise level in the work environment is usually moderate.
Regular attendance is an essential function of this position. This means that the employee is required to report to work on time and must remain available to clients during scheduled hours.
This position requires face-to-face interaction in person or by telephone and e-mail with customers, clients, and vendors.