Head of Commercial Banking Data & Analytics

Head of Commercial Banking Data & Analytics

A leading regional bank 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 engagement

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 skills
• Bachelor’s degree in Finance, Data Science, Analytics, Engineering, or related field

Keywords

Commercial Banking Analytics, Team Management, AI

Qualified candidates, please send your resume to Ilana Raz, For more opportunities, please visit