Private Bank Business Insights Analyst

Description

Role Summary

With limited supervision, the Business Insights Analyst provides analytical, reporting, and operational support to the team. This role is responsible for maintaining clean and accurate data sources, producing recurring executive and regional reporting, supporting monthly forecasting processes, and working on projects relating to reporting needs and gaps. Over time, the Business Insights Analyst is expected to move from manual data hygiene toward higher-value analysis and insights as platforms improve and automation increases.

Key Responsibilities

• Reporting & Insights

• Forecasting & Executive Enablement

• Data Operations & Integrity

• Sales Meeting Support

• Special Projects

Qualifications & Skills

• Strong Excel skills; comfortable working with large datasets, recurring templates, and manual reconciliations.

• Strong attention to detail, ownership, and follow-through; able to maintain high accuracy under deadlines.

• Ability to handle confidential and sensitive information with discretion.

• Organized and able to manage recurring deliverables alongside ad-hoc requests.

• Curiosity and interest in banking, sales performance, and forecasting concepts.

• Comfortable working cross-functionally and directly with frontline colleagues and senior leaders.

• Clear written and verbal communication.

Hours & Work Schedule

• Hours per Week: 40

• Work Schedule: Monday - Friday

Pay Transparency

The salary range for this position is $80,000 - $106,000 per year. Actual pay is based on various factors including but not limited to the

budget, work location, and relevant skills and experience.

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work

arrangements, education reimbursement, wellness programs and more. Note, Citizens' paid time off policy exceeds the mandatory, paid sick or paid

time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague's or a dependent's reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Why Work for Us

At Citizens, you'll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.

06/27/2026