Jobs and Careers

Consumer Banking Business Analyst

Morristown, United Statesfull_timeVerifiedPosted 13 Mar 2026

About the role

Responsibilities include but are not limited to:

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.

Qualifications 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.