Manager, Client Solutions Analytics

4 days ago

Edmonton, Canada CWB Financial Group Full time

At

CWB

, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

Manager, Client Solutions Analytics

Everyday Flexibility Flexible Work Arrangements Hybrid Work Environments

At CWB, we strive to build value for the people who choose us every day: our people, our clients and our investors. We do this by holding true to the values that guide us. We put people first and build relationships with intention. We seek out and embrace new ideas, knowing that better is always possible. We believe that how we do things is as important as what we do. And we harness the power of inclusion. Our culture is who we are and how we show up - as individuals and as a team - to accomplish our strategy.

The opportunity

This role is responsible for determining the effectiveness of the sales and marketing activities. It is key in contributing to the measurement and achievement of profitable growth in loans, deposits and full-service relationships by thorough and accurate reporting of business performance. By creating a clear understanding of our current client base, they will be responsible for uncovering opportunities for client acquisition, retention, and relationship building.

Bring you. All of you. Caregiver. Ally. Outdoor enthusiast. Indigenous community partner. Foodie. Neurodivergent perspective. Sports fan. Human rights activist. Labels don’t matter here, but your perspective does.

Data visionary. Analytics influencer. Insights presenter.

The Manager Client Solutions Analytics is responsible for the creation of insights to empower decision makers at all levels (including branch, region, and executive) by building & supporting analytical operating mechanisms to deliver on key strategic objectives. Examples include executive reporting, business performance reporting, and Client Solutions reporting.

Specific Accountabilities- Support the business strategy by producing valuable insights in the creation and maintenance of reporting operating mechanisms.- Manage the reporting of the key financial measures for the regions and the group as a whole.- Develop new reporting as required to support retention, growth and attraction strategies and tactics.- Identify opportunities for driving profitable growth among existing clients by fostering client engagement, full-service relationships and client retention.- Benchmark and forecasting of sales activity, key customer metrics, and customer growth.-
- Define predictive scoring models to understand customer behavior.- Create targeted marketing customer lists for retention and deepening of relationships.-
- Ability to oversee the data and information collection from disparate sources, link and analyze this information, perform data integrity checks, and conduct analysis.- Institute a programmatic approach for enterprise information management to identify, prioritize and execute the data and analytic initiatives with clear line of sight to enterprise strategies and business outcomes.- Make business recommendations with effective presentations of findings at multiple levels of stakeholders through visual displays of quantitative information.- Explore and examine data from multiple disparate sources with the goal of discovering hidden insights.- Demonstrate a commitment to lifelong learning and continuous personal development in the Marketing, brand and client experience community.- Operate in an environment of tight timelines imposed by the strategic plan and sales expectations.

Skills and competencies that will take you further- A strategic thinker with outstanding problem-solving skills who can turn data into insights and actionable recommendations and speak the business language.- Ability to tell a compelling story from the client perspective to create alignment and buy-in for planned activities.- Thrives on challenge, is unfazed by complexity and persists in the face of ambiguity.- Excellent collaboration skills and the ability to work in a team environment, across multiple sites and multiple business units.- Strong interpersonal skills; strong team player.- Excellent communication skills.

Foundational knowledge and experience to grow from- 5+ years of experience in a data analytics focused role with post-secondary education in a quantitative discipline (such as mathematics, statistics, data science, business analytics, computer science etc.).- Technically super savvy: MS Office of course, but also an understanding of and working experience with ITIL (Information Technology Infrastructure Library) concepts and practices, SQL, Powe

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