Key Private Bank Business Data Analyst
201 South Warren Street, Syracuse, NY, United States
USD 57K-87K Entry-level Full Time
Tasks
- Analyze business data trends
- Compile accurate timely reports
- Coordinate data usage analysis
- Create spreadsheets and presentations
- Gather and interpret data
- Manage CRM data entry needs
- Manage leads and schedule client meetings
- Prepare business transition planning reports
- Provide consultative expertise for wealth strategies
- Resolve data capturing issues
- Review analyst work
- Support analyst training
- Support client transaction opportunities
Perks/Benefits
Skills/Tech-stack
CRM | Data Analysis | Data integration | Microsoft Excel | Microsoft PowerPoint | Pipeline Management | Salesforce
Education
Bachelor of Arts | Bachelor of Engineering | Bachelor of Science
Roles
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