Retail Analyst - Middletown, NY

Description

 Come join Heritage Financial Credit Union's Retail Team as Retail Analyst
Do you thrive on turning data into actionable insights that drive business growth? 
Are you passionate about improving member experience through strategic analysis and collaboration? 
Do you enjoy working in a fast-paced environment, where every day presents new challenges and opportunities? 
Here's a little about us:
Heritage Financial Credit Union is a member-owned financial institution that is committed to helping our members achieve their financial goals and building a stronger community. We believe that everyone deserves access to affordable financial services, and we are dedicated to providing our members with the tools and resources they need to achieve their financial dreams. Our vision is to be the leading financial institution in the communities we serve, and we are committed to creating a culture of excellence where our employees can thrive. We believe in creating a workplace where everyone feels valued and respected, and where we can all work together to achieve our goals. We recognize that our employees are our most important asset, and we are committed to providing them with the training, development, and opportunities they need to succeed. Our values are at the heart of everything we do.
We believe in:

• Integrity: We are honest and trustworthy in all of our dealings with our members, employees, and the community.
• Excellence: We strive to provide our members with the best possible service.
• Teamwork: We believe that we can achieve more together than we can alone.
• Respect: We treat each other with dignity and respect.
• Community: We are committed to giving back to the communities we serve.

If you are looking for a challenging and rewarding career in the financial services industry with a company that is committed to its mission, vision and values, we encourage you to apply for a position at Heritage Financial Credit Union. Here you will find a supportive and collaborative work environment where you can make a difference in the lives of our members and our community. We offer a competitive salary, comprehensive employee benefits package, including a very generous PTO policy.

POSITION PURPOSE

The Retail Banking Analyst provides direct analytical, administrative, and operational support to Retail Senior Management. This role is responsible for compiling and interpreting performance data, supporting incentive plan administration, preparing presentations and reports, coordinating cross-departmental projects, and assisting with sales and service tracking. The Analyst helps ensure the Retail Network has accurate information, efficient processes, and strong execution of strategic initiatives that drive an exceptional member experience, operational excellence, and revenue growth.

ESSENTIAL FUNCTIONS AND RESPONSIBILITIES

 

Reporting & Analytics

• Collect, analyze, and interpret data related to branch performance, member growth, deposit trends, consumer lending results, and sales activity.
• Prepare weekly, monthly, and quarterly management reports with insights and recommendations.
• Maintain dashboards and scorecards for branches, retail leadership, and executive management.
• Perform data validation and quality checks to ensure accuracy of reporting.
• Support analysis for new products, promotions, and branch network initiatives.

Incentive Program Administration

• Gather performance data used to calculate monthly and quarterly retail incentive payouts.
• Validate data accuracy and coordinate with HR and Retail Leadership to resolve discrepancies.
• Assist with enhancements to incentive models, definitions, and tracking processes.

Sales & Service Support

• Compile and track sales activity, pipeline data, and lead-management metrics.
• Support Retail leadership with coordination of sales campaigns and training programs.
• Prepare materials for sales meetings, quarterly business reviews, and strategic planning sessions.

Operational Support & Administration

• Assist Retail Senior Management with project coordination, scheduling, documentation, and meeting preparation.
• Maintain procedures, branch communications, and standardized forms used across the Retail network.
• Monitor and track key operational initiatives (branch staffing, training compliance, branch audits, etc.)
• Conduct research to support decision-making related to branch operation