Job description

Overall Job Purpose At Sandia Area, every position plays a vital role in fulfilling our mission to deliver high-value banking and lending services that strengthen the financial well-being of our members and community. Each team member is expected to embody our core values of Service, Sustainability, Efficiency, Trust, Stewardship, and Growth, contributing to our vision of empowering lifelong achievement through better banking. While specific responsibilities vary by role, every position carries universal expectations aligned with its level of responsibility and authority across the organization. As a Supervisor at Sandia Area, you play a key role in guiding and supporting your team to achieve operational goals and deliver exceptional member experiences. You are responsible for fostering a culture of trust and accountability while ensuring team alignment with the organization’s mission, vision, and values. By mentoring staff and addressing day-to-day challenges, you contribute to a workplace environment that promotes collaboration, service excellence, and long-term success. Reporting directly to the VP of Business Insights & Application Engineering, the Business Insights Lead is responsible for overseeing the Business Insights staff and resources dedicated to achieving operational goals. The Business Insights Lead plays a key role in mentoring junior team members on data engineering best practices, transforming raw data into actionable insights using ETL processes, SQL, Python, and Pandas and also building reports using SSRS or Power BI. Duties and responsibilities Leadership & Team Management • Lead by example, reinforce, and consistently uphold Sandia Area’s Values: Service, Sustainability, Efficiency, Trust, Stewardship, and Growth. • Contribute to leading a high-performing team; monitor performance targets, foster a culture of continuous improvement, encourage innovation, learning, and adapting best practices to optimize performance. • Provide leadership, coaching, and mentorship to employees, fostering a positive and high-performing team environment. • Oversee day-to-day operations and ensure alignment with departmental and organizational objectives. • Assist in the recruitment, interviewing, and hiring process, ensuring candidates align with the credit union’s mission, values, and service culture. • Support the onboarding, training, and development of new hires, fostering a positive and growth-oriented work environment. • Directly supervise staff with the goal of enhancing professional development and personal growth. • Develop staffing plans and schedules to ensure effective coverage and team balance. • Act as an escalation point for complex data pipeline and reporting issues. • Build and lead a high-performing data analytics team; set performance targets, foster a culture of continuous improvement, and encourage innovation. Technical Oversight & Review • Train and mentor staff on data warehousing best practices, data modeling, and query optimization. • Design and implement ETL processes using Python and tools like SSIS. • Create and maintain data pipelines and workflow orchestration with Apache Airflow. • Develop reports and dashboards using SSRS or Power BI to visualize key business metrics. • Build interactive data applications using Streamlit. • Develop Python scripts utilizing pandas for, Data cleansing and transformation, Statistical analysis and aggregations. • Use Time-series analysis where applicable. • Implement data models using Kimball methodology. • Collaborate with IT teams on infrastructure and systems that support data initiatives. • Use scripting languages like Python, Powershell to automate processes. Compliance & Policy Adherence • Ensure data integrity and quality across all Business Insights initiatives. • Conduct periodic audits of data processes and pipelines. • Maintain documentation of data sources, transformations, and business rules. • Ensure all data handling complies with information security policies like PCI, PII and other regulatory requirements. Reporting & Analytics • Develop dashboards and reports using SSRS, Power BI, Matplotlib, or Seaborn. • Work with business leadership on any adhoc reports needed for compliance reporting, audits etc. • Implement automated report delivery systems to ensure timely distribution of insights to stakeholders. Expectations of all Sandia Area employees • Demonstrate a strong commitment to upholding the organization’s mission, vision, and values in all interactions and responsibilities. • Represent the credit union with professionalism, integrity, and ethical conduct at all times. • Maintain a thorough understanding and strict adherence to credit union regulations, compliance requirements, policies, procedures, and operational guidelines. • Consistently meet deadlines as assigned while ensuring accuracy, efficiency, and adherence to quality standards. • Foster a positive and supportive environment for both members and employees, ensuring interactions align with the credit union’s mission and service philosophy. • Adhere to all regulatory and compliance policies, upholding the highest standards of security, confidentiality, and ethical financial practices in all interactions. • Maintain the confidentiality and security of information, records, and sensitive data, in compliance with credit union policies and regulatory requirements. • Adapt to evolving responsibilities, taking on additional duties as assigned to support the success of the organization. • Demonstrate a commitment to continuous learning, professional development, and staying informed on industry trends and best practices. • Willing to undergo background and credit checks as required by federal and state regulations. • Understand and comply with all policies, procedures, and legal guidelines, including adherence to the Bank Secrecy Act (BSA), Office of Foreign Assets Control (OFAC), and other applicable financial regulations. Knowledge, Skills, and Abilities (KSAs) • Expertise in Data Engineering, Data Modelling and Programming with a requisite understanding of financial institution operations. • Proficiency in SQL for data querying and manipulation, including DML, DDL, PL/SQL, and query tuning. • Strong knowledge of ETL processes, data pipeline development, and workflow orchestration. • Advanced knowledge of Python with emphasis on pandas for data analysis and manipulation. • Proficiency in SQL for data querying and manipulation, including DML, DDL, PL/SQL, and query tuning. • Experience with dimensional modeling using Kimball methodology. • Familiarity with Streamlit or other web development frameworks like JavaScript. • Excellent interpersonal, communication, and leadership skills to convey goals, set expectations, provide feedback, and inspire and develop teams. • Strong leadership, time management and organizational skills, with the ability to prioritize tasks, manage multiple responsibilities, and adapt to a fast-paced environment. • Ability to analyze data and metrics to drive team performance and efficiency. • Willingness to engage in difficult situations using outstanding interpersonal skills and emotional intelligence. • Passionate about teamwork and having a positive influence on others; ability to work independently and demonstrate attention to detail. • Proactive in seeking professional growth, embracing both formal and informal development opportunities, and demonstrating adaptability to new responsibilities. • Team-oriented with a strong collaborative mindset, actively supporting team members and contributing to a positive and high-performing environment. • Proficient in Microsoft Office, including Outlook, Word, Excel, and PowerPoint. • Ability to perform essential functions, including the ability to lift up to 20 lbs. as needed. Minimum Education and Experience Requirements • Bachelor's degree in related field. • Directly related experience, in addition to the minimum years required, may be considered as a substitution. • Four (4) year(s) of applicable experience required with progressive responsibilities in a leadership capacity. • Prior supervisory experience desired. • Minimum four years of data engineering or business intelligence experience required with progressive responsibilities in a leadership capacity. • General knowledge of credit unions or financial institutions is preferred. • ** Please submit an employment application to www.sandia.org/careers *** Sandia Area Federal Credit Union (SAFCU) is an Equal Opportunity Employer. Sandia Area Federal provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

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