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Hybrid Reporting & Analytics Lead Analyst – Retail Banking Pricing, Products, Performance & Risk
Posted 3 months ago
About the role
- Lead Analyst driving strategic insights and operational excellence at M&T Bank’s retail banking network. Collaborating with teams to enhance reporting, analysis, and compliance standards.
Responsibilities
- Own the development and evolution of executive-level dashboards and reporting tools that provide visibility into sales performance, product accuracy, and customer outcomes.
- Analyze large datasets to uncover customer and business insights, identify trends, and support strategic initiatives across pricing, forecasting, and competitive positioning.
- Streamline existing reporting processes, implement automation solutions, and continuously improve operational workflows to increase efficiency and reduce error rates.
- Partner with regional and market managers to deliver insights that help bankers understand their goals, performance, and coaching opportunities – ensuring alignment with regulatory standards and customer service excellence.
- Collaborate with business partners, technology teams, and vendors to implement new systems, resolve issues, and support audits and compliance testing.
- Engage stakeholders to understand the “why” behind requests, challenge assumptions, and deliver solutions that drive real business value.
- Serves as a mentor and trusted advisor to junior team members.
Requirements
- Bachelor’s degree or equivalent work experience
- 4+ years of experience in business analytics, reporting, or strategic operations
- Proficiency in SQL and understanding of relational databases
- Strong business acumen and ability to translate data into actionable insights
- Experience with Tableau or Power BI
- Experience with Alteryx
- Proven ability to create executive-level dashboards and tell compelling stories with data
- Background in customer insights, product performance, and process improvement
- Experience working with stakeholders across departments and resolving conflicting viewpoints
- Relationship-building and stakeholder management
- Strategic problem-solving and curiosity-driven mindset
- Strong communication and collaboration skills
- Ability to navigate ambiguity and drive clarity
Benefits
- Health insurance
- Retirement plans
- Paid volunteer time
- Competitive benefits
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