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Citizens · 1 month ago

Principal Data Analytics & Intelligence Specialist- Private Banking

200 Station Drive, Westwood, MA, 02090, US

Full-time

Hybrid

Lead/Staff

8+ years exp

Citizens is a leading financial institution seeking a Principal Data Analytics & Intelligence Specialist for their Private Banking division. This role involves leading data management projects, developing advanced data strategies, and collaborating with various teams to enable intelligent decision-making and insights generation.

BankingCredit CardsFinancial ServicesFinTechRetail

H1B Sponsor Likely

Responsibilities

Leading and guiding complex data management projects

Developing advanced data strategies and ensuring data quality

Mentoring junior team members

Partnering closely with Private Bank (PB) business teams, Wealth data teams, data engineering, and analytics teams to integrate data, derive insights, and enable intelligent decision-making

Playing a critical role in deployment of the PB analytics strategy, leveraging modern technologies to power personalized insights, operational intelligence, and predictive capabilities

Becoming the go-to SME on PB products and offerings, including deposits, consumer loans, commercial lending, and specialty lending

Understanding data flows across PB, Wealth, and Commercial and how these intersect for unified relationship views

Defining critical product and transactional data attributes to support reporting, analytics, and cross-business insights

Partnering with business and analytics teams to define insights and intelligence needs for deposit performance, loan utilization, client profitability analysis, and cross-business opportunities

Working with analytics teams to design dashboards, KPIs, and predictive models that enable real-time decision-making

Collaborating with AI specialists to enable agentic AI capabilities for personalized recommendations and intelligent client engagement

Defining data quality expectations and partnering on validation processes to ensure accuracy and completeness

Working with data engineering to ensure PB data is accurately ingested, transformed, and unified in the PB data platform

Partnering with the Wealth data team to align product, client, and household views across PB and Wealth domains

Actively engaging with enterprise AI, analytics, and digital experience teams to enable PB-led innovation

Qualification

Data analysis toolsPrivate Banking expertiseAI/ML analyticsStakeholder engagementData quality managementData integrationCross-business collaborationPredictive modelingDashboard designTeam mentoring

Required

8+ years of experience in Private / Consumer Banking, Commercial Banking, data and analytics

High level understanding of PB deposits, loans, and lending products

Experience translating business needs into analytical requirements and insight-driven solutions

Hands-on experience with data analysis tools (SQL, Python, R, Tableau, Power BI, etc.)

Familiarity with agentic AI concepts and its application to client intelligence and personalization

Strong stakeholder engagement skills; able to work across PB business, engineering, analytics, and enterprise teams

Bachelor's degree in Data Analytics, Computer Science, or a similar technical field

Preferred

Knowledge of core banking systems, loan origination platforms, and enterprise data platforms

Understanding of PB client segmentation, relationship-tiering, and cross-business interactions

Experience with AI/ML analytics pipelines and agent-based intelligence frameworks

Company

Citizens

Glassdoor3.6

At Citizens, we recognize that the journey to accomplishment is no longer linear and that individuals are made of all they have done and all they are going to do.

Founded in 1828

Providence, Rhode Island, USA

10001+ employees

https://www.citizensbank.com/

H1B Sponsorship

Citizens has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

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Trends of Total Sponsorships

2020 (1)