Retail Analyst

@ UnitedOne Credit Union

Job Overview

The Retail Analyst at UnitedOne Credit Union delivers comprehensive support through detailed analysis of scorecards and data, comparing performance to budgeted goals. The role involves preparing forecasts and evaluating trends across sales, finance, and general business conditions.

Key Responsibilities

• Analyze performance against budget and scorecards.
• Prepare forecasts and evaluate trend data.
• Provide reporting and analytics for all departments.
• Support frontline teams with actionable insights.
• Foster the "United For You" service promise with excellent member service.

Requirements

A minimum of two years' experience in banking or equivalent education/experience is required. A bachelor’s degree in Finance, Accounting, or Economics is necessary. Experience in credit union operations, scorecard management, and quantitative models for data analysis is preferred.

Interpersonal Skills

Strong trust, credibility, and diplomacy are required. The role involves in-depth communication with customers, team members, and external vendors, necessitating clear dialogue, motivational discussions, and sensitive information handling.

Key skills/competency

Retail Analyst, analysis, forecasting, scorecards, budgeting, reporting, data trends, quantitative, banking, credit union operations