JOB DESCRIPTION:
As the Business Insights Specialist - Marketing, you will be responsible for supporting the Credit Card line of business in developing Engagement campaigns. In this role you will be working in an agile method with other Marketing functions and the Business Line to perform analysis and translate data into information to help define audiences and segmentation to support go-to-market strategies. The Business Insights Specialist will also help support campaign execution leveraging both SalesForce Marketing Cloud and other methodologies.
The Business Insights Specialist is responsible for conducting analyses on curated and/or aggregated DataMart’s in conjunction with deep business subject matter expertise, to generate relevant analytical insights for business issues and identify opportunities to drive business growth and value. This role works in partnership with business leaders to present or generate appropriate insights including the delivery of supporting collateral and/or presentations.
EDUCATION & EXPERIENCE:
- Undergraduate degree or advanced technical degree preferred (e.g., math, physics, engineering, finance or computer science) Graduate’s degree preferred with either progressive project work experience, or;
- 5+ year of relevant experience; higher degree education and research tenure can be counted
PREFERRED SKILLS:
- Experience in marketing campaigns within Financial Services, Consumer Banking products such as Credit Cards or Deposits etc. is strongly preferred
- Strong analytical and program solving skills are required to interpret data and draw conclusions.
- Experience working with SalesForce Marketing Cloud and Data Cloud audience and data extension build preferred.
- Experience with data analysis using relevant tools such as SAS/SQL/R, Visual Basic, Python
CUSTOMER ACCOUNTABILITIES:
- Leads on the interpretation of complex business issues, generates multifaceted insights and identifies opportunities to help drive business growth or address business/enterprise needs
- Presents and communicates generated insights and recommended business actions to stakeholders/business leaders in an easily digestible manner, leveraging tools/techniques/methods to produce a variety of visualizations/presentations that fit the audience
- Acts as the primary interface with business to bridge and translate business requirements to analytics and reporting needs for a given domain/business
- Applies collaborative and strong stakeholder management approach to constructively influence and persuade stakeholders and partners where appropriate
- Serves as an authority on a given business domain and provides business expertise to place context around analytics discovery and inform recommendations
- Escalates data/process related problems and communicates to relevant teams in a timely manner and makes recommendations for resolution
- Provides day-to-day support and delivery of analytics
SHAREHOLDER ACCOUNTABILITIES:
- Represents functional area as a business insights & analytics specialized expert
- Synthesizes complex and vast amount of information and translates into actionable insights and strategy
- Builds business requirements and facilitates project execution to develop insights
- Collaborates with partners on business challenges and delivers fact-based analytical advice that aligns to strategy and drives shareholder value
- Identifies opportunities for business growth within a specific business or function by identifying potential use cases and value drivers
- Utilizes both quantitative and qualitative methodologies to interpret and present data effectively and clearly
- Works directly with the business teams to gather the demand for analytics and work with the analytics hub to fulfill the analytics demand
- Provides business explanation for anomalies/outliers identified during analysis
- Works with business functions and analytics teams to transition business requirements to analytics requirements
- Trains business users on how to integrate analytics into decisions
- Leverages knowledge of data capabilities to build and deliver insights
- Develops analysis to corroborate initial proof of concept
- Executes on data requests accurately and within a timely manner
- Identifies and investigates data/analytics related issues
- Ensures business operations are in compliance with applicable internal and external requirements (e.g. financial controls, segregation of duties, transaction approvals and physical control of assets)
- Leads/facilitates and/or implements action/remediation plans to address performance/risk/governance issues
- Actively manages relationships within and across various business lines, corporate and/or control functions and ensures alignment with enterprise and/or regulatory requirements
- Keeps abreast of emerging issues, trends, and evolving regulatory requirements and assesses potential impacts
- Maintains a culture of risk management and control, supported by effective processes in alignment with risk appetite
EMPLOYEE/TEAM ACCOUNTABILITIES:
- Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
- Provides thought leadership and/or industry knowledge for own area of expertise in own area and participates in knowledge transfer within the team and business unit
- Keeps current on emerging trends/developments and grows knowledge of the business, related tools and techniques
- Participates in personal performance management and development activities, including cross training within own team
- Keeps others informed and up to date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
- Contributes to team development of skills and capabilities through mentorship of others, by sharing knowledge and experiences and leveraging best practices
- Leads, motivates and develops relationships with internal and external business partners/stakeholders to develop productive working relationships
- Contributes to a fair, positive and equitable environment that supports a diverse workforce
- Acts as a brand ambassador for your business area/function and the bank, both internally and/or externally
PHYSICAL REQUIREMENTS:
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
- Domestic Travel – Occasional (4x per year)
- International Travel – Never
- Performing sedentary work – Continuous
- Performing multiple tasks – Continuous
- Operating standard office equipment - Continuous
- Responding quickly to sounds – Occasional
- Sitting – Continuous
- Standing – Occasional
- Walking – Occasional
- Moving safely in confined spaces – Occasional
- Lifting/Carrying (under 25 lbs.) – Occasional
- Lifting/Carrying (over 25 lbs.) – Never
- Squatting – Occasional
- Bending – Occasional
- Kneeling – Never
- Crawling – Never
- Climbing – Never
- Reaching overhead – Never
- Reaching forward – Occasional
- Pushing – Never
- Pulling – Never
- Twisting – Never
- Concentrating for long periods of time – Continuous
- Applying common sense to deal with problems involving standardized situations – Continuous
- Reading, writing and comprehending instructions – Continuous
- Adding, subtracting, multiplying and dividing – Continuous
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
WHO WE ARE:
TD is one of the world’s leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
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