Consumer Banking Business Analyst
Valley Bank, Morristown, TN, United States
At Valley Bank, we believe in people's growth potential. We invest in it. We protect it. We focus it. For nearly 100 years, we've been the Bank that clients from every industry turn to for our expertise, strategies, and advice—building the kind of trust that can fuel every goal. We are the leading relationship bank built for growth— with over $60 billion in assets, 3,800 experts, and more than 200 consumer branches and commercial banking offices in communities across the US.
At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you—working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients— that includes all our associates as well.
The Consumer Banking Business Analyst is responsible for driving insight generation and performance transparency across the Consumer Bank. This role focuses on analyzing business performance, identifying trends and opportunities, and translating complex data into clear, actionable insights that inform strategic and operational decision-making. This role will partner closely with senior leaders across Consumer Banking to support performance reviews, strategic initiatives, and ongoing business management. The role requires strong analytical judgment, deep comfort working with dashboards and reports, and the ability to communicate insights effectively through executive-ready presentations. Success in this position depends on the ability to bridge data and business context, working collaboratively with data science and analytics teams while maintaining a strong understanding of consumer banking priorities.
Responsibilities
Analyze trends, patterns, and performance drivers across consumer banking products, channels, and customer segments using reports and dashboards.
Translate data and analytical findings into clear, concise insights and narratives that inform senior leadership decision‑making.
Develop high-quality executive presentations, including recurring performance readouts and ad‑hoc deep dives, for senior management and leadership forums.
Serve as a key liaison between business stakeholders and data science / analytics teams to ensure dashboards, reports, and advanced analytics initiatives (including machine‑learning use cases) align with business needs and strategic objectives; help frame business problems, assess model performance, and interpret model outputs and key drivers to inform business decisions.
Navigate, interpret, and leverage dashboards and reports built in Power BI to answer business questions and proactively identify emerging trends.
Perform advanced analysis and modeling using Excel, including forecasting, scenario analysis, variance analysis, and performance tracking; leverage additional analytical tools where appropriate.
Support continuous improvement of reporting and dashboard usage by identifying gaps, opportunities, and evolving business questions.
Ensure analytical outputs are accurate, consistent, and clearly understood by non‑technical audiences.
Contribute to a culture of data‑driven decision‑making across the Consumer Bank.
Required Skills
Strong ability to interpret and synthesize insights from dashboards, reports, and large data sets.
Advanced proficiency in Microsoft Excel (e.g., pivot tables, formulas, modeling, data validation).
Experience navigating and using Power BI dashboards to extract insights and support business analysis.
Proven experience building clear, compelling presentations and presenting findings to senior leadership.
Strong written and verbal communication skills, with the ability to tailor messages for executive audiences.
Ability to work effectively with data scientists, analytics teams, and technical partners without needing hands‑on SQL or Python expertise.
Strong business judgment, critical thinking, and attention to detail.
Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment.
Required Experience
Bachelor's degree in Business Administration or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.
Minimum of two years' experience in business analyst, strategy, performance management, or analytics role, preferably within financial services or consumer banking.
Preferred Experience
Master's degree in Business Administration (MBA) or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.
Experience supporting strategy, performance management, or executive reporting functions.
Familiarity with consumer banking products, channels, or customer analytics.
Experience working closely with senior leaders in a highly visible, insight‑driven role.
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At Valley, we're all driven by an ambition that goes deeper than just having a job. That's why when you work for us, we make it our goal to help you focus on what drives you—working to turn your passions and strengths into assets you can use to propel your ambitions and build the professional legacy you want. Because when we say we're a relationship bank built for growth, that's not just reserved for our clients— that includes all our associates as well.
The Consumer Banking Business Analyst is responsible for driving insight generation and performance transparency across the Consumer Bank. This role focuses on analyzing business performance, identifying trends and opportunities, and translating complex data into clear, actionable insights that inform strategic and operational decision-making. This role will partner closely with senior leaders across Consumer Banking to support performance reviews, strategic initiatives, and ongoing business management. The role requires strong analytical judgment, deep comfort working with dashboards and reports, and the ability to communicate insights effectively through executive-ready presentations. Success in this position depends on the ability to bridge data and business context, working collaboratively with data science and analytics teams while maintaining a strong understanding of consumer banking priorities.
Responsibilities
Analyze trends, patterns, and performance drivers across consumer banking products, channels, and customer segments using reports and dashboards.
Translate data and analytical findings into clear, concise insights and narratives that inform senior leadership decision‑making.
Develop high-quality executive presentations, including recurring performance readouts and ad‑hoc deep dives, for senior management and leadership forums.
Serve as a key liaison between business stakeholders and data science / analytics teams to ensure dashboards, reports, and advanced analytics initiatives (including machine‑learning use cases) align with business needs and strategic objectives; help frame business problems, assess model performance, and interpret model outputs and key drivers to inform business decisions.
Navigate, interpret, and leverage dashboards and reports built in Power BI to answer business questions and proactively identify emerging trends.
Perform advanced analysis and modeling using Excel, including forecasting, scenario analysis, variance analysis, and performance tracking; leverage additional analytical tools where appropriate.
Support continuous improvement of reporting and dashboard usage by identifying gaps, opportunities, and evolving business questions.
Ensure analytical outputs are accurate, consistent, and clearly understood by non‑technical audiences.
Contribute to a culture of data‑driven decision‑making across the Consumer Bank.
Required Skills
Strong ability to interpret and synthesize insights from dashboards, reports, and large data sets.
Advanced proficiency in Microsoft Excel (e.g., pivot tables, formulas, modeling, data validation).
Experience navigating and using Power BI dashboards to extract insights and support business analysis.
Proven experience building clear, compelling presentations and presenting findings to senior leadership.
Strong written and verbal communication skills, with the ability to tailor messages for executive audiences.
Ability to work effectively with data scientists, analytics teams, and technical partners without needing hands‑on SQL or Python expertise.
Strong business judgment, critical thinking, and attention to detail.
Ability to manage multiple priorities in a fast‑paced, deadline‑driven environment.
Required Experience
Bachelor's degree in Business Administration or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.
Minimum of two years' experience in business analyst, strategy, performance management, or analytics role, preferably within financial services or consumer banking.
Preferred Experience
Master's degree in Business Administration (MBA) or a quantitative field such as Statistics, Analytics, Economics, Finance, or a related discipline.
Experience supporting strategy, performance management, or executive reporting functions.
Familiarity with consumer banking products, channels, or customer analytics.
Experience working closely with senior leaders in a highly visible, insight‑driven role.
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