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Job description
Salary to 300K with 10-20% bonus and 10-20% LTI
A leading regional financial institution specializing in relationship‑driven commercial banking is seeking a Head of Commercial Data & Analytics to help grow the commercial business through data analytics. You will ensure bankers have the insights, tools, and data needed to deepen client relationships, grow revenue, and improve sales effectiveness. A critical component of this role is AI fluency within commercial banking
Responsibilities
Own business leadership of the CRM platform to support relationship‑based commercial banking
Embed actionable insights, behavioral signals, and AI‑driven opportunities directly into banker workflows
Improve visibility into sales activity, pipeline health, and client engagements
Client Relationship Data, AI & Insights
Strengthen data integrity and build a complete view of client‑banker relationships across segments
Develop new data sources, AI models, and measurement capabilities to enhance sales effectiveness
Deliver insights that support prospecting, cross‑sell, retention, and portfolio growth
AI‑Driven Analytics, Metrics & Storytelling
Translate commercial objectives into AI‑enabled data requirements, KPIs, dashboards, and reporting
Build and operationalize AI/ML models that support revenue growth, risk mitigation, and client engagement
Provide senior leadership with clear, compelling insights that drive decisions
Leadership & Team Development
Build and lead a high‑performing team of business analysts and data professionals
Elevate data literacy, AI awareness, and financial acumen across the commercial bank
Foster a culture of collaboration, excellence, and continuous improvement
Cross‑Functional Partnership
Partner with sales, commercial banking, operations, data engineering, and technology teams
Influence senior leaders and drive alignment across diverse stakeholders
Ensure CRM, AI, and analytics investments support commercial strategy and measurable outcomes
Requirements
7+ years in business analysis for commercial banking - customer and relationship growing focused
Experience leading CRM platforms (Salesforce, Microsoft Dynamics) for sales effectiveness
Strong understanding of commercial banking: relationship management, prospecting, lending workflow
Hands‑on experience delivering AI/ML use cases in commercial banking (e.g., credit risk, churn, pricing, fraud, underwriting automation, relationship‑expansion models)
Deep experience in commercial banking, including products, data, and regulatory considerations
Ability to translate business needs into data requirements, metrics, and AI‑driven insights
Proven ability to influence senior leadership and drive cross‑functional alignment
Experience building and managing high‑performing teams
Exceptional communication and data storytelling skill
Bachelor’s degree in Finance, Data Science, Analytics, Engineering, or related field
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Worksite address
new york, NY, 10261, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.