This role will play a key role in managing data and generating reports in close coordination with bankers, data and reporting colleagues, Front Office Risk and Controls, Finance, and IT partners
Job Summary
This role will play a key role in managing data and generating reports in close coordination with bankers, data and reporting colleagues, Front Office Risk and Controls, Finance, and IT partners.
Master the processes involved in generating data using the CRM Platform (OneBanker/Salesforce), PowerBI and other tools as required.
Collaborate with Data, Reporting, and Technology colleagues to identify ways to improve necessary processes and to eliminate unnecessary processes.
Matching Summary
This role will play a key role in managing data and generating reports in close coordination with bankers, data and reporting colleagues, Front Office Risk and Controls, Finance, and IT partners.