AVP, Financial Analyst, Relationship Banking

Full-time - Mid Level

Chevy Chase, MD

About the position

The AVP, Financial Analyst, Relationship Banking is responsible for developing and managing the profitability and pricing recommendations of the Relationship Banking consumer and commercial deposit products and services. This role involves conducting product and treasury service profitability analysis, preparing pricing and rate reviews, and supporting the integration of client and product profitability into business decision-making. The analyst will collaborate closely with various teams and assist in developing business cases for new or modified products and services.

Responsibilities

• Develop and perform product and treasury service profitability analysis and reporting for Relationship Banking consumer and commercial deposit products
• Prepare pricing and rate review, competitive analysis and comparison to key performance indicators to present rate and pricing recommendations
• Support integration of client and product profitability into business decision making, impacting areas including product simplification, sales strategy, and pricing decisions
• Assess third-party spend for Relationship Banking to ensure accurate billing
• Support client billing initiatives to ensure accurate profitability data
• Assist the Relationship Banking team to develop business cases for new or modified products and services and assists in completion of existing product reviews
• Collaborate closely with the Relationship Banking, Data, and Finance teams
• Support other general financial analysis duties
• Develop and analyze reports to measure deposit growth and cost of funds per branch, business unit, and business development officer
• Perform other duties as assigned

Requirements

• Bachelor’s Degree, preferably in Accounting, Finance, or a technical nature required
• Minimum of 5 years of financial analytics experience required; Deposit data experience preferred
• Advanced skills in SQL and Excel required; Knowledge in various data analysis and visualization tools like Power BI or Snowflake preferred
• Proficiency with data mining and manipulation of data sets
• Ability to apply an analytical mindset to understand problems and propose concise, actionable solutions supporting strategic business decisions
• Ability to manage multiple projects simultaneously
• Excellent oral and written communication skills
• Proven interpersonal and organizational skills

Benefits

• Comprehensive health, dental, and vision plans
• 4 weeks PTO
• 401k + company match
• Metro SmartTrip benefits ($50/mo)
• Remote or hybrid work schedules for most positions
• Bonuses for purchasing solar panels, electric vehicles, biking to work, etc.
• Paid subscriptions to Veterans Compost, Imperfect Foods, and more!
• Best Workplaces for Commuters 2023 & 2024 winner
• The Washington Post Top Workplaces 2023 & 2024 winner
• American Banker Best Banks to Work For 2023 winner