Business Intelligence Analyst

Join the Best “UNION” Credit Union Around!

In 1964, OE Federal Credit Union opened its doors to serve union members with a simple goal of providing a better alternative to banks. A credit union is more than a financial institution. We are a community, a family. Our teams are our greatest asset, we are energetic, dynamic, and passionate about assisting our members with financial wellness. Built on a foundation of union pride, OE Federal is a 1.5 billion company and the country’s largest labor-based credit union serving more than 115,000 members nationwide!

Our People Make the Difference! Are you looking to take on a dynamic and challenging role? OE Federal is seeking to hire a Business Intelligence Analyst!

Your Purpose

The Business Intelligence (BI) Analyst is a foundational role responsible for building the credit union’s analytics capabilities and helping transform raw data into actionable insights. Working across departments, including lending, marketing, operations, and IT, the BI Analyst will deliver dashboards, reports, and data visualizations that guide decision-making and improve member experience and operational efficiency. This role will also help shape data governance, promote data literacy across the organization, and support the adoption of consistent metrics and performance tracking.

What You'll Do

To perform this job successfully, you must be able to perform each essential duty satisfactorily under oversight supervision

• Design, build, and maintain dashboards and reports using tools like Power BI, iDashboards and Excel.
• Write and optimize SQL queries to extract data from the core system and other internal and external sources (e.g., Loan Origination System (LOS), Customer Relationship Management (CRM), Customer Experience Platform, Employee Experience Platform).
• Partner with stakeholders to gather requirements, define KPIs, and deliver insights that drive operational and strategic decisions.
• Identify trends, gaps, and opportunities in member behavior, product usage, and business performance.
• Create repeatable, accurate, and user-friendly reporting tools for departments across the credit union.
• Work closely with the Database Administrator (DBA), Member Information System (MIS), and other data-centric teams to ensure access to quality and timely data.
• Assist with documenting data definitions, reporting logic, and dashboard usage.
• Promote the use of data through training, communication, and data storytelling.
• Contribute to the creation of a data-driven culture by advocating for clean, well-structured data processes.
• Collaborate seamlessly with colleagues across departments and branches to deliver optimal and efficient service to our members and employees. Uphold a standard of professionalism actively fostering positive relationships internally and externally.
• Develop and maintain a comprehensive understanding of the credit union’s products and services, ensuring compliance with applicable Federal and State laws, Credit Union banking regulations, and OE Federal Credit Union’s policies and procedures and current promotions.
• Perform other job duties as assigned.
  
  
  

Ideal Candidate Will Possess

• Bachelor’s degree in Business, Finance, Information Systems, Data Analytics, Statistics, or related field with 1 year of experience in a business intelligence, data analysis, data reporting, or related role or Associates degree in Business, Finance, Information Systems, Data Analytics, Statistics, or related field with 3 years of experience in business intelligence, data analysis, data reporting, or related role required.
• Proficiency in SQL and ability to work with relational databases required.
• Experience with Power BI (or similar tools like Tableau, Looker, iDashboards, etc.) required.
• Proficiency in working with stakeholders to gather requirements and translate business needs into data solutions required.
• Excellent interpersonal, verbal and written communication skills, negotiation and presentation skills; ability to effectively interact with all levels of internal and external business partners required.
• Ability to self-motivate and to manage multiple priorities and deliverables simultaneously required.
  
  
  

Salary Range $

OE Federal Credit Union offers competitive compensation. The offered salary considers experience, education, training, internal peer equity, job location and other business considerations when extending an offer. The salary outlined is based on working in Livermore, California. The salary range will adjust to the applicant's work location. In addition to competitive salaries

We Offer Superior Benefits

• Medical, dental and vision benefits that cover the employee, spouse and dependents
• Retiree medical benefits
• A defined benefit Pension Plan with 100% employer contributions of $5.57/hour
• $10,000 Life Insurance
• $5,000 Accidental Death and Dismemberment
• 11 ½ Paid Holidays per year
• 17 days of Paid Time Off (PTO) to start
• Annual Performance Bonus Program - Up to 5% of employee’s annual base paid on December 15th of each year
• A 401(k) plan
• OE Federal Membership for you and your family
• Employee loan discounts
• Casual dress code
  
  
  

Find your team, find your fit!

If you think this job is the right fit for you, fill out our on-line application. Our application is pretty simple - you upload your resume and answer a few job-related questions. When you have completed the application, your information will be sent to our recruiting team.

OE Federal Credit Union partners with TQC to support our recruiting and hiring needs. TQC is a talent and acquisition firm acting as an extension of our HR team. When applying for a role with OE Federal, you may be contacted by TQC.