Client Solutions Analyst - Edmonton, Canada - CWB Financial Group

CWB Financial Group

Verified Company

Edmonton, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

At

CWB
, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Role Specifications

Location:
Edmonton, Relocation is required

Everyday flexibility. Hybrid work environments with onsite requirements.

CWB is a bank built for business owners.

Canadian Western Bank (
CWB) is the only full-service bank in Canada with a strategic focus to meet the unique financial needs of businesses and their owners.

Our teams take a relationship-based approach to deliver a uniquely proactive client experience through highly personalized service, specialized expertise, customized solutions, and faster response times.

We provide full-service business and personal banking, nation-wide specialized financing in targeted industries, comprehensive wealth management offerings, and trust services.

Our highly engaged teams operate within a client-centric, collaborative, and change-ready culture, with a core focus to achieve our vision to become the best full-service bank for business owners in Canada as we continue to transform our capabilities.

The Opportunity

The Client Solutions team is responsible for the creation of insights to empower decision makers at all levels (including branch, region, and executive) by building & supporting analytics and operating mechanisms to deliver on key strategic objectives.

The Data Analytics team at
CWB is seeking an Analyst with a passion for data analytics; someone who enjoys exploring the relationships between data elements and appreciates how data is used to drive business decisions.

The core responsibilities of the job will include:

Contribute to end-to-end data analytics initiatives of the group including data extraction, analysis, visualization, machine learning, and the creation of insightful presentations, ready for executive consumption.
Creating and delivering ad-hoc and regular reports, designed to help drive positive business growth. This includes identifying patterns, gaps, and exceptions.
It will also include a broader mandate of partnering with our technology partners to realize best governance practices around our data consumption and reporting delivery.
As the team evolves on our analytics journey, the incumbent will need to work with the business to identify opportunities to use predictive analytics in strategies, align on analytic plans and deliver on the technical workload.
This role requires the incumbent to have high a degree of attention to detail and have a high degree of comfort in interacting with stakeholders, at all levels, in a professional manner.

Specific Accountabilities

FINANCIAL PILLAR- Support and validate the data analysis and reporting on different front-line programs.- Identify and build analytics solutions to assist with banking centre strategies- Support new analysis and reporting as required to support retention, growth and attraction strategies and tactics.

CLIENT PILLAR- Responsible for acting as the initial point of contact on matters related to all projects assigned, including analytics to support operational optimization.- Maintain a high level of communication with all team members.- Effectively communicate with operational resources and internal stakeholders to collect and interpret data from multiple sources.- Build client segmentations and predictive analytics to help optimize decision making at
CWB.

SUPPORT PILLAR- Ability to oversee the data and information collection from disparate sources, link and analyze this information, perform data integrity checks.- Collaborate with IT partners and other Data Analytics teams within
CWB to build out the data environment and analytics work platforms.

PEOPLE PILLAR- Inspire trust by being open, honest, and direct in communication, meeting commitments and behaving ethically in all dealings.- Embrace, promote and lead a positive environment that is client-centric, collaborative and supports a diverse workplace.- Accept responsibility and accountability for actions and results.- Make decisions guided by common sense and sound business judgement.- Support the team in workload balancing and establishing effective backup resources to ensure business continuity.

- Works independently; consults superior only on major issues and is guided by principles and broad policies

Tools in your toolbox- Prior experience in data analytics / statistics / business intelligence environments of Banking and/or Financial Services.

Ability to provide business rationale along with data analysis.- Proven analytical experience from consulting/advisory companies can also be c