WHAT YOU WILL DO EVERYDAY
As the Business Intelligence Manager at Interra Credit Union you are responsible for turning data into actionable insights that fuel growth deepen member relationships and drive competitive advantage. You will serve as the strategic analytics partner to our Chief Marketing Officer Chief Experience Officer and Lending leadershelping them translate performance data into smarter campaigns sharper service strategies and more profitable lending this role you will lead a high-performing analytics team focused on surfacing trends forecasting behavior and delivering real-time performance metrics that shape how we go to market serve members and create value. From evaluating campaign effectiveness to identifying opportunities in the loan portfolio your work will enable leaders to make faster better decisions rooted in data.
Youll build and deliver analytics and insights that are simple compelling and business-readyensuring that data is always aligned to what matters most: member growth sales performance and brand impact. Your leadership will help create a culture where data is not just availablebut actively used to win in the marketplace.
Direct Reports: Data Analyst(s)
HOW YOU WILL MAKE AN IMPACT
30% Analyze campaign performance lead generation and digital engagement to inform strategy and optimize ROI. Identify opportunities to improve segmentation personalization and messaging using data-driven insights.
20% Deliver insights on portfolio performance loan growth trends member behavior pricing effectiveness and opportunity areas. Enable lending leaders to make better faster decisions that support revenue and risk balance.
15% Work closely with the Chief Experience Officer to evaluate service performance member satisfaction trends and channel usage. Uncover actionable insights that enhance member journeys and improve retention.
15% Design intuitive analytical insights and reports that clearly communicate KPIs business performance and emerging trends to executives and key stakeholders.
10% Develop and coach analysts to think beyond the numbers and deliver business value. Instill a mindset of curiosity responsiveness and strategic thinking.
10% Anticipate trends monitor market shifts and bring predictive insights that help shape organizational priorities. Be a voice for data in strategic conversations with senior leaders.
-- Must comply with all company policies and procedures applicable laws and regulations including but not limited to the Bank Secrecy Act the USA PATRIOT Act and the Office of Foreign Assets Control.
WHAT YOU WILL NEED TO SUCCEED
Experience
5 years data analysis or data management experience plus 2 years leading large project implementations plus 3 years leadingmanaging a team within an Information Technology field (formally or informally) with a demonstrated ability to coach and mentor. A history of successfully delivering actionable insights or implementing data-driven strategies and in a financial institution or a related field.
Education / Certifications / Licenses
This level of knowledge is acquired through completion of a Bachelors degree in Computer Science Computer Information Systems or related field. (Will consider additional years of experience in lieu of education requirement). Must have and maintain a valid drivers license.
PREFERRED SKILLS
- Proven expertise in transforming large complex datasets into meaningful business intelligence to support marketing product and growth strategies.
- Strong proficiency in statistical modeling data mining and interpreting behavioral data to identify member trends and campaign performance drivers.
- Advanced experience with data visualization platforms (e.g. Tableau Power BI) to deliver compelling executive-ready dashboards that guide strategic decisions.
- Proficient in SQL and comfortable querying data across structured and unstructured data sources; experience with cloud data platforms (e.g. Snowflake BigQuery) preferred.
- Demonstrated ability to translate data into marketing and business insights that drive measurable outcomes in acquisition engagement and retention.
- Deep understanding of digital marketing analytics including multi-channel attribution campaign ROI analysis and conversion funnel metrics.
- Hands-on experience with data tools such as Python or R to support data preparation automation and predictive modeling.
- Solid understanding of data warehouse architecture dimensional modeling and ETL processes to ensure scalable accurate data pipelines.
- Ability to architect and execute a BI roadmap aligned to enterprise and marketing goals including the creation of KPIs and performance scorecards.
- Knowledge of data governance data quality practices and compliance standards relevant to member privacy and financial regulations.
- Strong communication skills with a track record of influencing cross-functional stakeholders through data storytelling and actionable recommendations.
- Demonstrated experience working in a financial services or highly regulated environment with familiarity in interpreting member behavior and credit union KPIs.
- Comfortable leading analytics initiatives across teams including Marketing Lending Product and IT ensuring alignment between data insights and strategic priorities.
- Effective project management skills with a focus on delivering high-impact analytics projects on time and with stakeholder buy-in.
- Team-oriented leadership style with the ability to mentor analysts and foster a culture of data curiosity and continuous learning.
- Strong business acumen and the ability to connect analytics work directly to organizational growth revenue and member satisfaction.
- Commitment to Interras mission and member experience with a passion for leveraging data to deliver meaningful impact.
INTERPERSONAL SKILLS
Strong interpersonal skillswillingness to engage with team members across the organization.
Interest in making a tangible impact at a mission-driven community-focused financial institution.
Ability to motivate or influence internal or external senior level professionals and or members is a critical part of the job requiring a significant level of influence and trust.
Obtaining cooperation and agreement on important outcomes via frequently complex senior level dialogues.
Represent the credit union in a professional and positive way both internally and externally at all times.
COMPETENCIES
- Decision Making - Makes sound decisions in a timely manner using critical thinking problem solving insights and experience. Demonstrates sound judgment that proves to be accurate and correct over time.
- Develop Others - Recognizes role in the development of others. Encourages and facilitates development of others through coaching feedback and dialogue. Utilizes stretch goals and/or assignments and aligns goals with organizational needs.
- Drive Engagement - Demonstrates drive and fosters an inclusive environment that motivates others. Alters approach to each person to promote optimal performance and commitment to the Interra mission vision and objectives.
- Effective Communication - Utilizes a variety of communication modalities effectively and appropriately across multiple channels. Is effective in a variety of communication settings: one-on-one small and large groups or among diverse styles and position levels. Adjusts to fit the message to the audience. Provides timely and helpful information to others across the organization.
- Functional Expertise - Possesses a sufficient level of technical and professional skill or knowledge in position-related areas; keeps up with current developments and trends in areas of expertise; actively seeks ways to grow and be challenged using both formal and informal development activities.
- Maintain Accountability - Ensures that employees understand the full range of their responsibilities with an emphasis upon standards and results. Also provides necessary support including balanced and timely feedback.
ADA REQUIREMENTS
Physical Requirements
- Able to bend sit and stand in order to perform primarily sedentary work with limited physical exertion and occasional lifting of up to 10 lbs.
- Must be capable of climbing / descending stairs in an emergency situation.
- Must be able to operate routine office equipment including computer terminals and keyboards telephones copiers facsimiles and calculators.
- Must be able to routinely perform work on computer for an average of 6-8 hours per day when necessary.
- Must be able to work extended hours or travel off site whenever required or requested by management.
- Must be capable of regular reliable and timely attendance.
Working Conditions
- Must be able to routinely perform work indoors in climate-controlled shared work area with minimal noise.
Mental and/or Emotional Requirements
Must be able to perform job functions independently and work effectively either on own or as part of a team.
Must be able to plan and direct the work activities of self and others.
Must be able to read and carry out various written instructions and follow oral instructions.
Must be able to speak clearly and deliver information in a logical and understandable sequence.
Must be capable of dealing calmly and professionally with numerous different personalities from diverse cultures at various levels within and outside of the organization and demonstrate highest levels of member service and discretion when dealing with the public.
Must be able to perform responsibilities with composure under the stress of deadlines / requirements for extreme accuracy and quality and/or fast pace.
Must be able to effectively handle multiple simultaneous and changing priorities.
Must be capable of exercising highest level of discretion on both internal and external confidential matters.
ACKNOWLEDGEMENT
Nothing in the position description restricts managements right to assign or reassign duties and responsibilities to this job at any time. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. This Job description is not a contract and should not be constructed as a guarantee of employment for any period of time. Interra Credit Union is an Equal Opportunity Employer and does not discriminate against employees or applicants based on race color religion sex/gender national origin disability age or any other category protected by law.
Equal Employment Opportunity and Affirmative Action
Interra is an equal opportunity and affirmative action employer committed to creating a diverse workforce.
Qualified applicants will receive consideration without regard to their race religion color sex national origin age sexual orientation gender identity disability or status as a protected veteran among other factors.
Accessibility Accommodation
Interra Credit Union invites all qualified and interested applicants to apply for career opportunities. If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity please contact and one of our Human Resources Consultants will contact you within 48 hours.
Why JoinIN
Culture: We believe that a positive work environment is key to success. Staying engaged informed and keeping it fun is how we achieve this.
Professional Growth: Our Learning and Development Team not only provide day 1 training but continuous improvement and career development for all levels.
Competitive Salary: Attractive compensation package with performance-based incentives and bonuses.
Benefits: Comprehensive health insurance 401(k) matching tuition reimbursement company holidays and generous PTO.
Community Involvement: Being an active member in communities that we are a part of is important to us. We live here work here and stay involved here!
Visit our Opportunities page for more information.
Required Experience:
Manager
Full-service financial institution since 1932. Member-focused products & services: checking, savings, loans, investments, online services & more. Offices…