Channel & Client Insights Analyst
Core
Analyze client, household, transaction, and interaction data to identify patterns, needs, and opportunities that inform business strategy and improve client experiences across various channels.
Role type
Senior IC Channel & Client Insights Analyst
Builds
Client segments, audience profiles, behavioral insights, and executive-ready narratives
Domain
Financial services / Consumer banking
Deliverable
dashboards & analysis
Required skills
Quantitative analysis, SQL, Python/R/SAS, Statistical modeling, Behavioral analysis, Data segmentation, Storytelling, Ambiguity management
Preferred skills
Financial services experience, Client journey analysis, Machine learning, Experimental design, Time-series analysis
Technologies
SQL, Python, R, SAS
Responsibilities
Develop client and channel insights from multi-source data; Examine client behaviors and journeys across touchpoints; Create client segments and actionable audiences; Apply advanced analytics to evaluate trends and cohorts; Assess channel experiences (financial centers, ATMs, digital); Build reusable analytics assets; Translate analysis into executive narratives; Partner with business and data teams.
Seniority
Mid-Senior, hands-on IC
