Private Bank Deposits Business Insights Analyst

Job description

Role Summary The Private Bank Deposits Business Insights Analyst supports the Private Bank Deposits Product team with portfolio management, pricing monitoring and execution, reporting, and day-to-day product support. This role works closely with Deposits Product Managers and Product Partners to help manage deposit product performance across Private Bank client segments. The incumbent partners with Relationship Managers, Private Bankers, Division Leaders, and Executive Leadership to provide insights, reporting, and execution support related to deposit balances, pricing behavior, client flows, and portfolio trends. This role plays an important part in ensuring Private Bank deposit strategies are executed consistently and supported by timely, accurate information. Key Responsibilities: Deposits Portfolio Management & Monitoring: - Monitor Private Bank deposit portfolios, including balances, flows, product mix, rate performance, and client behavior. - Support analysis of portfolio trends, growth dynamics, and client segmentation across checking, savings, MMA, CDs, and specialty deposit solutions. - Assist Product Managers and Partners in identifying risks, opportunities, and emerging t...