Demo

BI Analyst II, Member Insights

First Technology Federal Credit Union
San Jose, CA Full Time
POSTED ON 4/22/2025
AVAILABLE BEFORE 5/15/2025

Description

The BI Analyst II, Member Insights is part of the growing Continuous Improvement organization and is an expert in member experience data. As the BI Analyst, you’ll support a pivotal role in defining and improving the Customer Experience (CX) strategy through providing provide statistical and analytical support to key stakeholders by creating institutional and ad-hoc reports.

Primary Responsibilities :

  • Identify metrics to turn data into valuable insights using creative solutions, drive the business forward, and effectively communicating insights to key stakeholders including senior and executive leadership
  • Act as a subject matter expert in building, advising, and enabling enterprise reports, dashboards, and visualizations that will result in complex solutions for cross-functional initiatives
  • Drive member journey mapping by analyzing diverse data sets and uncovering insights that help create a deeper understanding of the member experience
  • Advance the  Voice of Customer program and lead initiatives that will focus on continuous improvement across the enterprise and the entire member journey
  • Assist in verifying accuracy and completeness of data models, data relationships, mappings, and definitions for the business unit. Lead improvements in existing analysis and streamline KPI measurements
  • Partner with data scientists and other analysts to create a holistic approach of measuring, reporting, and benchmarking customer experience (CX)

Experience and Education Requirement :

  • Minimum Education :   Bachelor’s degree in Business Administration, Mathematics, Statistics or related field
  • Minimum 4 years’ experience as a BI / Data Analyst, preferably in the financial services industry
  • Ability to anticipate needs and prioritize projects while producing high-quality work
  • Thrives in a dynamic environment and proactively identifies opportunities for CX improvements
  • Demonstrated experience using common business intelligence tools including OBIEE, BOBJ, MicroStrategy, Power BI with strong preference for Tableau
  • Strong knowledge of analytical programming languages including SQL, Python, R
  • Strong business acumen and leadership skills
  • Exemplary communication skills : oral and written, with ability to translate complex statistical and quantitative analysis into simple real-real world inferences for business teams and senior management
  • Ability to work effectively with multiple stakeholders of different levels across the organization
  • Analytical and able to work with large datasets to identify actionable insights
  • Prior experience with customer survey platforms (e.g. Qualtrics) and text analytics is preferred
  • Certification / License : Tableau Certified Professional is preferred
  • Location :   Hillsboro, OR 97214 | Rocklin, CA 95765 | Ridgepointe, WA 98007 | San Jose, CA 95134 (HYBRID)

    Target Compensation in Hillsboro, OR :   $95,000 - $105,000 annually annual bonus

    Target Compensation in Rocklin, CA Ridgepointe, WA : $104,000 - $116,000 annually annual bonus

    Target Compensation in San Jose, CA : $118,000 - $132,000 annually annual bonus

    Benefits options include :

  • Traditional medical, dental, and vision coverage
  • 401K matching up to 5% per pay period
  • Accrue up to 17 days of Paid Time Off your first year of employment
  • 11 paid federal holidays
  • Special employee pricing on lending products such as mortgage, auto, and personal loans (eligibility for special employee pricing is subject to standard account requirements and underwriting criteria)
  • What makes First Tech different? Click  here  to learn more!

    First Tech is not currently offering Visa transfer / sponsorship for this position

    FT123

    Salary : $95,000 - $105,000

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