Analytics Solutions Sr. Associate – Branch Staffing & Headcount Optimization

Help shape how our branch network matches capacity to customer needs and sales opportunity through analytics, forecasting, and strategic execution.   You will turn complex workforce signals into clear recommendations and scalable solutions, partnering across product, engineering, HR, and branch leadership.  This role offers the opportunity to drive measurable impact at scale while growing your influence in a highly cross-functional environment. 

Job summary 

As an Analytics Solutions Senior Associate on the Branch Channel Analytics team, you will help design, deliver, and scale staffing and headcount optimization strategies that improve customer experience and sales effectiveness across the branch network.  
You will translate ambiguous workforce planning questions into structured analyses, decision-ready insights, and practical actions that leaders can implement.  
You will partner with data science, product, engineering, HR, and branch stakeholders to ensure staffing decisions are grounded in data quality, testing, and ongoing measurement. 

You will support end-to-end workforce capacity strategies, including demand forecasting, headcount planning, and performance monitoring across markets and segments.  
You will be successful if you bring strong analytical judgment, crisp communication, and the ability to drive alignment across groups with different priorities. 

Job responsibilities 

• Partner across product, business, HR, and data science to translate ambiguous workforce planning problems into actionable insights and decisions.

• Develop and refine headcount planning approaches that align staffing levels with customer demand, sales opportunity, and market dynamics.
• Identify staffing opportunities, define hypotheses, and execute analyses with data science partners to deliver workforce optimization recommendations.
• Lead cross-functional staffing optimization initiatives from development through implementation, including statistical testing and impact monitoring. 
• Influence senior stakeholders with clear recommendations, effective visualizations, and tailored narratives that enable staffing transformation. 
• Design end-to-end staffing strategies that align workforce capacity with traffic patterns, opportunity pipelines, and seasonal demand shifts. 
• Align interdependent priorities across stakeholder groups to deliver integrated solutions tied to customer and business outcomes. 
• Champion data quality, documentation, and analytical rigor across deliverables and decision processes.

Required qualifications, capabilities, and skills 

• Hold a bachelor’s degree in business, data and analytics, technology, or a related field. 
• Bring 4+ years of experience in analytics, workforce planning, business strategy, or a related discipline. 
• Demonstrate strong proficiency with Microsoft Excel, PowerPoint, and Word. 
• Collaborate effectively across functions and succeed in an ambiguous, fast-moving environment. 
• Apply structured problem-solving and strategic thinking to deliver practical solutions to business problems. 
• Communicate complex concepts clearly in both written and verbal formats for technical and non-technical audiences. 
• Design and implement analytics and AI-enabled solutions that integrate well with human decision-making and deliver measurable outcomes. 
• Manage multiple concurrent initiatives, prioritize effectively, and adapt to changing needs. 

Preferred qualifications, capabilities, and skills 

• Bring experience in workforce planning, capacity modeling, or headcount optimization (preferably in retail banking or a similar environment). 
• Demonstrate experience partnering with product and sales organizations to deliver analytics-driven change. 
• Apply experimentation methods, success metric design, and go-to-market execution to drive measurable impact. 
• Leverage strategy consulting experience, especially in analytics- or data-driven contexts. 
• Use machine learning and AI techniques to enhance forecasting, optimization, or decisioning workflows. 
• Work with Python, R, SQL, and modern data architecture concepts to support scalable analytics. 
• Understand demand forecasting methodologies and labor analytics.  

Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. 

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions.  We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

Equal Opportunity Employer/Disability/Veterans

Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.

The CCB Data & Analytics team responsibly leverages data across Chase to build competitive advantages for the businesses while providing value and protection for customers. The team encompasses a variety of disciplines from data governance and strategy to reporting, data science and machine learning. We have a strong partnership with Technology, which provides cutting edge data and analytics infrastructure. The team powers Chase with insights to create the best customer and business outcomes.