Job Description

Job Title: Data Management Specialist

Department: Marketing

Job Status: Full Time

FLSA Status: Non-Exempt

Grade: 10

Amount of Travel: Some Travel

Reports To: VP, Sales Administration Manager

Positions Supervised: N/A

Office Location: This role is 100% on site in Westfield, MA 

POSITION SUMMARY

Responsible for data management, reporting, and analysis including Senior Management level reporting; managing the bank’s MCIF/CRM systems including data integrity and system optimization; and supporting bank programs and workflows.

ESSENTIAL FUNCTIONS

• Extracts, consolidates, and stores data across multiple bank and third party systems.
• Provides high quality analytics and reporting for the bank’s Senior Officers and Board of Directors including Retail Banking, Retail Lending, and Business and Government Deposit Services.
• Provides daily deposit reporting to the EVP/Chief Operating Officer and SVP/Retail Banking and Marketing.
• Creates scheduled and ad hoc reports and reporting templates and workflows to support the bank’s departments including sales and profitability, audit, and customer programs.
• Performs data analysis, monitors trends, and makes recommendations accordingly.
• Manages the bank’s MCIF/CRM systems and ensures systems deliver maximum efficiency and benefit, including system/process enhancements, campaign management, and user administration, and works with the vendor as needed.
• Manages data integrity of the bank’s MCIF/CRM systems including system balancing.
• Assists with surveys, onboarding, and other MCIF/CRM customer driven workflows.
• Assists with Retail Banking’s Sales Program including tracking, reporting, adjustments, and audits.
• Supports Sales Administration with programs, campaigns, and training initiatives.
• Monitors competitive landscape including interest rates, fees, and promotions as needed.
• Must complete BSA, AML, and other Regulatory and Continuing Education as assigned.
• Must adhere to all bank and regulatory policies and procedures specific to position. Assumes additional responsibilities as requested.

POSITION QUALIFICATIONS

Competencies

• Adaptability/Flexibility
• Job Knowledge
• Problem Solving
• Quality
• Results Focus

Education/Experience/Skills & Abilities

• Three years of data analytics experience preferred.
• Bachelor’s degree or equivalent experience required.
• Excellent database management and Microsoft Office/Excel skills required.
• Excellent analytical and problem-solving skills, critical thinking skills with keen attention to detail.
• Must have the ability to work independently.

Westfield Bank has reviewed this job description to ensure that essential functions and basic duties have been included. It is not intended to be construed as an exhaustive list of all functions, responsibilities, skills and abilities. Additional functions and requirements may be assigned by supervisors as deemed appropriate.

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