Customer Insights Analyst, Institutional and Business Banking
Core
Analyze customer, portfolio, and market data to identify growth opportunities and support product decisions for SME, corporate, and institutional banking clients.
Role type
Customer Insights Analyst (Institutional & Business Banking)
Builds
Customer-ready reports, dashboards, prospecting lists, opportunity heatmaps, and retention indicators.
Domain
Banking / Financial Services
Deliverable
dashboards & analysis
Required skills
Data analysis, financial statement interpretation, Excel, SQL, Power BI, Tableau, report writing, market trend monitoring
Preferred skills
Python, R, SAS, predictive modelling
Responsibilities
Perform sector benchmarking and margin analysis; build tools for Relationship Managers; analyze customer behavior and segment performance; monitor market and economic trends; translate complex data into actionable recommendations.
Seniority
Early-career / Junior