Business Intelligence Administrator

The Business Intelligence Administrator - CDP is responsible for managing the bank’s Customer Data Platform (CDP) system, ensuring it supports the bank’s sales, marketing, and reporting goals. This includes configuration, maintenance, troubleshooting, and optimization of the systems to improve customer interactions and operational efficiency. The Business Intelligence Administrator will also have some responsibility over developing reports, visualizations, and insights to support business decisions across departments.

• CDP System Administration
  • Manage day-to-day operations of the platform, ensuring stability and performance.
  • Configure and customize the platform to meet the bank's business needs, including workflows, dashboards, reports, and user roles.
  • Perform regular system updates, patches, and backups.
  • Participate in discovery meetings to understand user requirements and translate them into technical solutions.
• Data Management and Integrity
  • Ensure the accuracy, security, and integrity of customer data within the platform.
  • Enforce data governance policies, including de-duplication and data cleansing.
  • Manage data imports and exports as needed for reporting and integrations.
• Integration and Automation
  • Collaborate with IT and third-party vendors to integrate the platform with other bank systems (e.g., core banking, marketing tools, and analytics platforms).
  • Design and implement automation workflows to streamline processes like lead tracking, customer onboarding, and service requests.
• Analytics and Reporting
  • Design and deliver recurring and ad hoc reports from CDP for business units such as Lending, Retail Banking, Finance, and Compliance.
  • Write and optimize SQL queries to retrieve data from core systems and data warehouses.
  • Document reporting logic and assumptions for audit and repeatability.
• Compliance and Risk Management
  • Ensure the platforms comply with banking regulations and data privacy laws.
  • Collaborate with compliance and IT teams to conduct regular audits and risk assessments.
  • Implement access controls and monitor for unauthorized activity.

• Bachelor’s degree in information systems, finance, statistics, or related field.
• 1–3 years of experience in a reporting or analyst role (financial institution experience preferred).
• Proficiency with SQL and Microsoft Excel; exposure to Power BI, Tableau, or equivalent tools.
• Strong attention to detail and ability to manage multiple tasks simultaneously.
• Strong communication skills and a willingness to learn the banking domain.