At Bank of the West, our
people are having a positive impact on the world. We’re investing where we feel
we can make the most impact, like advancing diversity and women
entrepreneurship programs, financing for more small businesses, and promoting
programs for sustainable energy. From our locations across the U.S., Bank of
the West is taking action to help protect the planet, improve people’s lives,
and strengthen communities. We are part of BNP Paribas, a global leader
supporting the UN Sustainable Development Goals (SDGs). Yes, we’re a bank, but
as the bank for a changing world, we are continually seeking to improve the
ways we help our customers, while contributing to more sustainable and
Job Description Summary
*No sponsorship is offered
at this time
Responsible to support reporting functions covering operations and portfolio
tracking. This position will be involved in various business intelligence
projects, such as preparing key performance metrics, sales pipeline, sales
forecasts, client profitability, and product cross-sell results. This position
will assists in preparing economic/financial research and analysis for use in
the development of business strategies and tactics. Research including market
studies, industry studies, bench-marking as well as modeling scenarios.
Essential Job Functions
- Responsible for the preparation
and validation of Monthly and Quarterly reporting deliverables.
Coordinates with Divisional resources in securing data for reports (e.g.
profitability reports, trend analysis, vintage analysis, sensitivity
analysis, Pipeline Reporting, RM scorecards, key performance indicators
-relationship volume, cross-sells, product penetration rates). Performance
tracking is at the Division, Cost Center, and producer (Relationship
- Administers reports used to
monitor group's strategic initiatives progress. Creating new report
templates, new SharePoint sites, and data management solutions.
- Provide support assistance to
field staff on systems and reports. Uses feedback from internal make
recommendations to management on process and/or reporting improvements.
Other Job Duties
- Assists in the development of
presentations to Division management and line personnel. Also serves as
point of contact for questions related to CBG reports.
- Project planning for complex
- Performs other duties as
- Requires ability to learn
quickly and experience in generating and maintaining reports.
- Solid time management,
organizational, and communication skills
- May have practical knowledge of
- Requires 2 years minimum prior
- Bachelor's Degree preferred
- Proficient in MS Office
- Beginning to Intermediate level
of skill with SQL
- Proficient in Tableau including
the creation visualizations & dashboards a plus
- Good written and verbal
- Ability to perform problem
Equal Employment Opportunity Policy
Bank of the West is an Equal Opportunity employer and proud to provide equal employment opportunity to all job seekers without regard to any status protected by applicable law. Bank of the West is also an Affirmative Action employer - Minority / Female / Disabled / Veteran.
Bank of the West will consider for employment qualified applicants with criminal histories pursuant to the San Francisco Fair Chance Ordinance subject to the requirements of all state and federal laws and regulations.
Primary Location: United States-California-San RamonJob Type: Full-timeJob: Accounting Finance