Retail Business Intelligence Analyst - 6120-2554

at WSFS Bank

Job Description

The Retail Business Intelligence Analyst will apply strategic and analytical skills to translate data to reports, visualizations, dashboards, and metrics to provide Retail Management with solutions to the environment's challenges through in-depth research of internal & external factors. The incumbent will focus on customer relationship management (CRM) system insights to track retail performance to strategic initiatives requested by business leaders. The incumbent will serve as a subject matter expert in CRM system data and develop your knowledge base in areas that may include retail deposits, retail consumer loans, expense management, etc., and concurrently work on various projects. Additional responsibilities include:

  • Develop concepts and processes to analyze customer CRM and performance data. Develop and oversee a framework to measure the company‚Äôs revenue performance at various levels of detail, including the impact of pricing and marketing decisions on business performance. Demonstrate domain expertise as well as strong Market/competitor knowledge to be able to put together a set of recommendations for Leadership team to review
  • Develop problem frameworks, hypotheses, test and analysis, solution development, scope operational feasibility, predictive modeling, lead implementation efforts and develop a monitoring plan for a variety of projects and proposals
  • Work closely with colleagues across WSFS: IT, Branches, Operations, Finance, Marketing and others to deliver a complete and cohesive solution and drive improvement in quality, volume, service, and profitability. Understand the various background facets of data sources.
  • Strong written and oral communication, ability to effectively transmit, receive, and accurately interpret ideas/information, coupled with the ability to drive agreement through intellect, interpersonal and negotiation skills with all levels of the organization. Strong ability to produce dashboards and visualizations.
  • Knowledge of and ability to design, apply and evaluate new information technologies for business environments to improve work productivity and accuracy
  • Capability to manage work and provide timely business and technical presentations for the analytics across multiple projects and different business functions
  • Train, mentor and develop Analysts on team through regular knowledge sharing and collaboration. Develop SME status for various topics/business lines.

This is a full-time position located in Wilmington, DE.

Minimum Qualifications:
  • Must have a Bachelor's degree in Business or quantitative field.
  • Must have a minimum 4-7 years of relevant experience.
  • Must have a demonstrated financial acumen and analytical experience.
  • Must have experience with a CRM system and its data required.
  • Must have previous Salesforce experience strongly preferred.
  • Working proficiency in analytics modeling/scripting tools such as SQL or Python along with advanced spreadsheet skills (Excel Power Query and Power Pivot). Experience using Tableau or Power BI to produce dashboards and manage data inputs.
  • Holistic and creative problem-solver with the ability to translate complex business needs into actionable analysis and the wherewithal to quickly change tactics when necessary
  • Collaborate with stakeholders to better understand objectives and KPIs to design relevant reports and dashboards.
  • Must have the ability to multi-task
  • Must be self-motivated, naturally curious, and able to work with minimal supervision.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation, including technical assistance with the WSFS Bank Careers website or submission process, please contact us via email at careers@

How do you get to be nearly 200 years old in a world that's constantly changing? For us, the answer has always been the same: create a team of Associates who are passionate about serving the community, and success will follow. Our Mission and Values serve as essential reminders about who we are and how we do business. WSFS is an equal opportunity employer. We do not discriminate based upon race, religion, color, national origin, gender (including pregnancy, childbirth, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, or other applicable legally protected characteristics.
Copy Link

Job Posting: 990604

Posted On: Jul 10, 2022

Updated On: Jul 11, 2022