Business Intelligence Analyst, Member Services

Serving members across all 50 states, Connexus Credit Union is a member-focused cooperative that is proud to return profits to member-owners through high yields for checking accounts and deposit products, as well as competitive rates on our loans. We are a remote first employer with the majority of our employees residing in the upper Midwest.

As an employer we foster collaboration and high performance to achieve excellence. We holistically care for and develop our employees to thrive personally and professionally. We are proud to share our success with our employees and those we serve.

Connexus offers an Amazing Benefits package:

• 25 days of paid time off and 10 paid holidays

• 16 hours of paid Volunteer Time Off

• 401K Retirement with up to 6% employer match

• Excellent Health, Dental, Vision insurance, including multiple plan options

• Health Savings Account with generous employer contributions

• Employer paid Life insurance, Short-Term and Long-Term Disability

• Tuition Reimbursement from $4,000 - $7,000 per calendar year

• Robust Learning and Development program that includes an annual professional development stipend

Responsibilities:

KPI Development, Reporting, & Dashboard Ownership

• Build and own the full lifecycle of KPIs for the Member Financial Services department, including data sourcing, modeling, and reporting.

• Develop dashboards, automated reports, and data products that provide clear visibility into performance, member behavior, service efficiency, and portfolio trends.

• Ensure KPI relevance and alignment to organizational and department goals by continuously refining metrics as business needs evolve.

• Design visualizations tailored to both technical and non‑technical audiences, enabling leadership and front-line teams to use data confidently in daily decision‑making.

Data Analysis & Strategic Insights

• Conduct deep-dive analyses on member interactions, product utilization, operational patterns, and financial performance to monitor performance and identify trends, opportunities, and risks.

• Perform exploratory and statistical analysis using large, complex datasets to uncover actionable insights.

• Provide strategic recommendations that influence business planning, operational improvements, and member experience enhancements.

• Evaluate market and competitive trends related to member services, payments, and financial products to support strategic initiatives.

Operational, Sales, & Member Experience Support

• Monitor service-level performance, volume trends, sales activity, and quality metrics across key member-facing functions and channels.

• Build reporting and insights that support growth in member relationships, including tracking of cross‑sell effectiveness, product adoption, and member engagement.

• Analyze patterns in product utilization, sales conversion, wallet share, and relationship deepening to identify opportunities to optimize member value and frontline performance.

• Develop dashboards that highlight sales pipeline metrics, referral activity, member onboarding success, and opportunities for improving product penetration.

• Partner with frontline leadership to establish KPIs and scorecards that measure sales productivity, consultative behaviors, and relationship growth initiatives.

• Support operational excellence through reporting on SLA performance, workload forecasting, staffing needs, and key service indicators across MFS teams.

Collaboration, Leadership, & Stakeholder Enablement

• Collaborate with cross-functional partners (Operations, Finance, Lending, Payments, IT, Digital Experience, and Marketing) to unify data sources supporting both service and sales‑related insights.

• Serve as subject matter expert on MFS data related to member behavior, sales trends, product adoption, payments, and operational performance.

• Educate stakeholders on KPI methodology, analytics best practices, and data-driven decision-making.

• Represent Member Financial Services on strategic projects and cross-functional initiatives, providing analytics support and ensuring timely information delivery.

• Present findings and strategic insights to MFS leadership and executive stakeholders in clear, compelling formats.

Automation, Process Improvement, & Data Governance

• Identify opportunities to automate and streamline reporting, workflows, and data preparation processes.

• Ensure data integrity, accuracy, and consistency through strong validation and documentation practices.

• Proactively improve processes, reporting frameworks, and data flows to enhance efficiency and quality.

• Support compliance with all federal regulations as they relate to reporting, data privacy, and BSA obligations.

Position Requirements:

• This position is Remote.

• Bachelor’s Degree or commensurate experience is Required.

• 5+ years of related data analytics experience is Required.

• 4+ years of experience specifically in business intelligence, financial services analytics, involving KPI development, dashboard creation, and performance reporting is Required.

• Financial Services experience is Required.

• Experience working directly with branches in a bank or credit union setting is highly desired but not required.

• Prior experience with Power BI is highly desired but not required.

• Demonstrated experience working with large, complex, and diverse datasets, including data cleansing, modeling, validation, and integration of multiple data sources is Required.

• Deep understanding of KPI design and performance measurement, particularity related to sales effectiveness, cross-sell performance, member engagement, operational efficiency, and service-level metrics is Required.

• Prior experience in data storytelling skills, with the ability to present findings clearly to senior leadership, frontline teams, and non-technical audiences is Required.

Connexus Credit Union's Employer Recognitions:

• 2026 Best Place to Work in IT, Computer World

Equal Opportunity Employer/Disabled/Veterans/41 CFR 60–1.4, 41 CFR 60-1.35