ROLE

The Data Analyst is responsible for developing reports, dashboards, and analyses that improve operational efficiency, guide strategic initiatives, ensure regulatory compliance, and support innovation in our digital and financial services.

ESSENTIAL FUNCTIONS
This position is responsible for the following functions:

Collect, clean, validate, and maintain financial and operational data from core banking and related systems
Develop and maintain reports, dashboards, and visualizations using Python, SQL, Power BI, Tableau, Excel, or similar tools
Analyze business and banking data, including customer behavior, loan performance, deposit activity, and transaction trends
Partner with cross-functional teams, including finance, risk, compliance, and operations to understand data needs and provide actionable insight
Ensure accuracy, integrity, and consistency of data while supporting compliance with regulatory standards and internal policies
Support regulatory reporting, audits, and business reviews with timely, accurate data analysis
Participate in continuous improvement initiatives to enhance analytics capabilities, reporting processes, and data governance practices

Various other duties as assigned.

QUALIFICATIONS
EDUCATION/CERTIFICATION: Bachelor's degree in Computer Science, Data Science, Economics, Finance, Statistics, or a related field
REQUIRED KNOWLEDGE: Full knowledge of regulatory and compliance standards in financial services; knowledge of financial products, banking operations, or core banking platforms; understanding of data governance, data warehousing, or cloud-based analytics platforms (Azure, AWS, Google Cloud); working knowledge with data analysis and reporting tools (SQL, Power BI, Tableau, Excel); knowledge of complex datasets and ability to communicate findings to both technical and non-technical stakeholders
EXPERIENCE REQUIRED: Data collection, cleaning, validation, and transformation experience; predictive analytics, statistical modeling, and machine learning experience; banking operations, fintech platforms, or digital banking systems experience preferred
SKILLS/ABILITIES: Attention to detail, strong written and verbal communication, self-motivation, self-management, problem-solving, organized, analytical, interpersonal, customer relationship building, time management, computer literacy, strong ability to multi-task

PHYSICAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
TALKING: Ability to speak effectively and communicate clearly
AVERAGE HEARING: Ability to hear average conversations at a standard level in an office environment around other customers and bank personnel
REPETITIVE MOTION: The employee is regularly required to type throughout the day
FINGER DEXTERITY: The employee is regularly required to use their hands to type and maneuver a mouse
AVERAGE VISION: Specific vision abilities required by this job include close vision, color vision, peripheral vision, depth perception, and the ability to adjust focus with 20/20 vision (with or without the assistance of eyeglasses/contacts)
PHYSICAL STRENGTH: The employee may occasionally lift and/or move up to 20 pounds (unassisted), as well as stand or sit for long periods of time

WORKING CONDITIONS
General professional office environment with climate control. Adequate lighting. Occasional additional hours outside of regular bank service hours to complete tasks.

MENTAL ACTIVITIES AND REQUIREMENTS OF THIS POSITION
REASONING ABILITY: Ability to deal with a variety of variables under only limited standardization.
MATHEMATICS ABILITY: Strong numeric capabilities; ability to add, subtract, multiply, and divide in all units of measure using whole numbers and common fractions.
LANGUAGE ABILITY: Ability to read, analyze, and interpret documents. Ability to communicate clearly.

INTENT AND FUNCTION OF JOB DESCRIPTIONS
Job descriptions assist organizations in ensuring that the hiring process is fairly administered and that qualified employees are selected. They are also essential to an effective appraisal system and related promotion, transfer, layoff, and termination decisions. Well-constructed job descriptions are an integral part of any effective compensation system.

All descriptions have been reviewed to ensure that only essential functions and basic duties have been included. Peripheral tasks, only incidentally related to each position, have been excluded. Requirements, skills, and abilities included have been determined to be the minimal standards required to successfully perform the positions. In no instance, however, should the duties, responsibilities, and requirements delineated be interpreted as all-inclusive. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

In accordance with the Americans with Disabilities Act, it is possible that requirements may be modified to reasonably accommodate disabled individuals. However, no accommodations will be made which may pose serious health or safety risks to the employee or others or which impose undue hardships on the organization.

Job descriptions are not intended as and do not create employment contracts. The organization maintains its status as an at-will employer. Employees can be terminated for any reason not prohibited by law.

Peoples Bank and Trust

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