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Wealth Management Customer and Digital Analytics

Company: US Bank
Location: Saint Paul
Posted on: June 9, 2021

Job Description:

At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth-largest bank in the United States, we're one of the country's most respected, innovative and successful financial institutions. U.S. Bank is an equal opportunity employer committed to creating a diverse workforce. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors.

Job Description

We're looking for an analyst who understands the importance of telling a rich story with data. The right candidate knows the fundamentals of data analysis and has demonstrated ability in consolidating and presenting data to peers and working teams. Someone who is adept at working with large datasets and has a proven track record of organizing and making sense of data as well as determining reporting requirements. An individual who can quickly understand business drivers for results and can research and evaluate data sources as well as leverage other teams for use in developing and enhancing analyses and reporting.

We'll expect you to help answer ad-hoc business questions relating to business development efforts. You will also suggest and proactively implement new report development and enhancements to existing reporting as well as analyses used for management decisions and monitoring. You will work in a collaborative manner with the team to address data needs to support on-going efforts.

The role requires someone with good communication skills, analytics and reporting experience, who is passionate about customer analytics and comfortable with analytics tools.


  • Support sales/product/channel management teams with developing and reviewing data and reporting requirements related to business development needs
  • Interface with Data Warehouse, Operations, Customer Information, and other data teams to understand and make use of available data and reporting systems and reporting teams
  • Identify, gather, and analyze sales/online data on Wealth Management clients to support enhanced understanding of WM client's journey
  • Work with internal partners to develop and maintain key metrics, dashboard/reporting and ad hoc analysis to quantify, monitor and improve digital adoption

Basic Qualifications

  • Bachelor's degree in a quantitative field such as econometrics, computer science, engineering or applied mathematics, or equivalent work experience
  • Eight or more years of statistics or analytics experience

Preferred Skills/Experience

  • Minimum of 8 years relevant data analysis, business intelligence and leadership experience in a reporting or analytics functions with a minimum of 2 years of Salesforce/Einstein analytics and Tableau dashboard Experience. Work with financial institution data preferred.
  • Comfortable with hands-on work with customer data in various data environments
  • Prior hands-on experience with business intelligence and web analytics tools required including MS Excel, SAS/SQL, Tableau, Adobe/Google Analytics, Salesforce/Einstein Analytics
  • Ability to work with cross-functional teams to develop, access and understand data
  • Good written communications, collaboration and partnership skills
  • Comfortable with working with large datasets
  • Conversant in basic and descriptive statistics
  • Good analytical skills
  • Ability to thrive in a fast-paced, entrepreneurial atmosphere
  • BS in statistics, economics, information technology, computer science or related field preferred


Take care of yourself and your family with U.S. Bank employee benefits. We know that healthy employees are happy employees, and we believe that work/life balance should be easy to achieve. That's why we share the cost of benefits and offer a variety of programs, resources and support you need to bring your full self to work and stay present and committed to the people who matter most - your family.

Learn all about U.S. Bank employee benefits, including tuition reimbursement, retirement plans and more, by visiting

EEO is the Law

Applicants can learn more about the company's status as an equal opportunity employer by viewing the federal EEO is the Law poster.


U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services. Learn more about the E-Verify program.

Keywords: US Bank, St. Paul , Wealth Management Customer and Digital Analytics, Other , Saint Paul, Minnesota

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