Data Insights Analyst

Job Summary 

UFCU is seeking a curious, results-driven Data Insights Analyst to turn data into insights that inform strategy, track performance, optimize campaigns, and enhance member experiences. This role will work cross-functionally to uncover new insights from our member data, analyze performance, develop segmentation strategies, and build predictive models that directly impact growth, engagement, and profitability. 

The Data Insights Analyst ill help advance member-centricity, foster an insight-driven decision-making culture, shape the future of analytic infrastructure and deliverables, and most importantly, help our members achieve their financial goals.  

Experience   

Minimum Requirements   

• Bachelor’s degree in Marketing, Finance, Statistics, Economics, or Business or equivalent experience 
• 5 years' experience in analytics, business intelligence, data-driven marketing, or finance 
• 3 years’ experience using BI tools including Power BI, CRM platforms, Web analytics tools, or MCIF databases 
• Minimum three (3) years of SQL or similar querying experience 
• Ability to synthesize complex data from a variety of sources into succinct actionable recommendations and concisely present findings to executive level audience. 
• Organized and detail-oriented, with the ability to manage multiple projects and quickly react to changing business needs while meeting firm deadlines 
• Ability to effectively communicate both verbally and written with all levels within the organization 
• Must be bondable 

Preferred Requirements   

• Financial Services, Banking or Credit Union experience 
• Proficiency in querying and analyzing data using SQL or similar query language. Ability to extract, clean and interpret large datasets to identify trends, insights, and opportunities 
• Experience with statistical software (e.g. R, Python, SAS or SPSS) to perform advanced analyses and modeling

Knowledge/Skills/Abilities   

• Strong knowledge of SQL and data querying
• Proficiency in data analytics, marketing metrics, and visualization tools (Power BI, Tableau, etc.)
• Strong interpersonal and communication skills with the ability to translate complex data into simple narratives
• Natural curiosity, acute attention to detail, a drive for results, and critical thinking
• Analytical rigor, creative problem solving and a continuous improvement mindset 
• Adept at juggling multiple projects in a fast-paced, team-oriented environment
• Ability to create structure and drive progress in an ambiguous environment 
• Creative self-starter and strategic thinker with passion to create data-driven insights to lead change and help improve Member experience across all steps of the customer journey 

Essential Functions  

Drive Insightful Marketing Decisions  

• Analyze member and campaign data across platforms to evaluate performance, uncover trends, and identify opportunities
• Deliver strategic insights on campaign impact, segmentation, and financial results to guide business decisions
• Design and execute A/B tests to validate hypotheses, improve campaign performance, and inform business strategy
• Design and build dashboards and reports that track KPIs and provide clear visibility into marketing effectiveness and member behavior 
• Provides updates regarding customer satisfaction trends and drivers of our customers’ Likelihood to Recommend and Net Promoter Scores (NPS) 

Improve Targeting and Member Experience  

• Refine audience segmentation through psychographic and behavioral analysis 
• Translate member feedback and experience data into actionable recommendations
• Use data to understand and optimize the customer journey across digital and physical channels

Collaborate and Innovate  

• Partner with Product Managers and internal teams to develop analytic initiatives and business strategies that align with member needs and revenue goals
• Champion continuous improvement by embedding data-informed practices into marketing processes
• Identify opportunities to improve analytic infrastructure, processes and capabilities; work cross-functionally to drive and implement enhancements

Other  

• Adheres to all company policies, procedures, and business ethics codes
• Completes required regulatory training as assigned
• Maintains strict adherence to and compliance with all laws, rules, regulations, and internal controls specific to the role, including but not limited to Bank Secrecy Act, Anti-Money Laundering, USA Patriot Act, OFAC and Fair Lending regulations

Core Competencies  

• Demonstrating Member Obsession 
  • Puts themselves in the Member’s shoes 
  • Looks for friction points 
  • Makes it personalized and easy 
• Demonstrating Performance Excellence 
  • Sets standards for elevating excellence 
  • Ensures elevated quality 
  • Takes responsibility  
  • Conducts continuous improvement 
• Demonstrating Innovation 
  • Challenges current thinking 
  • Approaches change with a positive mindset 

Physical Demands  

The physical demands described are representative of those that must be met by an employee, with or without accommodation, to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  

• While performing the duties of this job, the employee is regularly required to sit; use hands to finger, handle or feel; reach with hands and arms; and talk or hear.   
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, and ability to adjust focus.   
• Employee will make extensive use of the telephone and virtual communications requiring the ability to explain complex information effectively and accurately.  

Work Environment  

The work environment characteristics described are representative of those an employee encounters while performing the essential functions of this job.    

• This position requires frequently working onsite at UFCU Plaza in Austin, Texas. 
• This position may involve periodic stressful conditions. 
• May occasionally require an adjusted work schedule, overtime, and evening/weekend hours. 
• May occasionally move from one work location/branch to another. 
• Public contact position, requiring appropriate professional appearance. 
• Frequent computer use at a workstation of up to two hours at a time. 
• The noise level in the work environment is usually moderate. 

About UFCU  

Our Credit Union was founded in 1936 and has grown to serve members throughout Texas and beyond. At UFCU, we are more than just a financial institution, and our people are more than just employees. We are dedicated to our purpose of empowering our Members to achieve financial success and build brighter futures.  

In pursuit of our aspiration that UFCU is loved by millions of Members and built to thrive for generations, we are guided by our values: 

• Purposefully Member-Obsessed: We are driven by a profound sense of empathy to deeply understand our Members’ needs and preferences, what brighter futures means to them, and the obstacles in their way. We act in our Members’ best interests, forever seeking to empower their financial success. 

• Possibilities Reimagined: We are inspired to courageously experiment, learn, and iterate in pursuit of positive impact for our Members, UFCU, and coworkers. We challenge assumptions, embrace diverse perspectives, and make use of data and insights. 

• Performance Excellence Rooted in Unwavering Integrity: We do the right thing, always. We champion teamwork, accountability, continuous improvement, and celebrate successful outcomes of others, fostering an inclusive environment of excellence and collaboration.