Bank Project Manager Job Description
Bank Project Manager Duties & Responsibilities
To write an effective bank project manager job description, begin by listing detailed duties, responsibilities and expectations. We have included bank project manager job description templates that you can modify and use.
Sample responsibilities for this position include:
Bank Project Manager Qualifications
Qualifications for a job description may include education, certification, and experience.
Licensing or Certifications for Bank Project Manager
List any licenses or certifications required by the position: PMP, CPM, PMI, SPHR, PHR, CTP, PRINCE2
Education for Bank Project Manager
Typically a job would require a certain level of education.
Employers hiring for the bank project manager job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Finance, Economics, Business/Administration, Education, MBA, Project Management, Management, Accounting, Computer Science
Skills for Bank Project Manager
Desired skills for bank project manager include:
Desired experience for bank project manager includes:
Bank Project Manager Examples
Bank Project Manager Job Description
- Communicate technology initiatives and change to end users and senior management in an effective and timely manner
- Co-develop and maintain systems related training materials for systems access and use
- Partner with internal training groups to optimize RES systems training resourcs and delivery
- SharePoint and RES Website Owner
- Maintain and enhance the RES SharePoint and Intranet sites
- Create and maintain site documentation, to include content controls and permissions
- Maintain a feedback mechanism from our users for iterative assessment and improvements of and for the site
- Coordinate with other internal SharePoint Librarians for best practices
- Coordinate UAT amongst subject matter experts (SMEs) and single points of contact (SPOCs) throughout RES
- End User Tools
- Create & maintain end user business tools to bridge systems functionality
- Provide product management support for the overall technology strategic roadmap
- Participate and help facilitate project prioritization
- Participate and/or conduct end-to-end process reviews to inform current-state understanding (e.g., present methodology, bottlenecks, inefficiencies) to drive performance improvement efforts and reduce non-value adding expense
- Collect, aggregate, and synthesize data for analytics processing—to evaluate process improvement opportunities, drive business decision-marking, and estimate potential process improvement impact
- 4 year degree in Real Estate, Finance, or General Business
Bank Project Manager Job Description
- Coordinate with vendors to manage ad hoc projects and ongoing Bank AML initiatives and work flows
- Streamline work flows and processes including escalation and documentation of EDD reviews
- Technology enhancements to processes and incorporating onboarding tools to business lines
- Maintaining up-to-date internal Bank AML client-related logs and keeping track of client-related metrics for periodic review, compilation, and regulatory/audit requests
- Assist in recordkeeping for the department, including but not limited to, ensuring proper documentation is available in customer files, coordinating with team members, and preparing such documentation for regulatory/audit requests
- Assist with ad hoc projects, including remediation/enhancement projects in coordination with Bank AML management, other AML groups, and outside consultants
- Assist with annual client customer reviews, enhanced due diligence, and related escalations
- Assist with the preparation of daily reports with outstanding work items of the Bank AML Group
- Ability to effectively communicate and screen potential third party vendors in conjunction with varied stakeholders and business groups
- Leadership and Controls
- Conduct regular and thorough business review of function, including all control aspects of the business
- Maintain a strong system of internal governance and controls
- Raise difficult issues in a timely, transparent manner that discloses key information
- 2+ years in a role directly related to real estate finance
- 6+ years in a software development environment as a business analyst, product manager, and/or application manager
- Experience in client/customer service or mid-office/operations is helpful
Bank Project Manager Job Description
- The definition and delivery of strategic project initiatives in coordination with the Operations, Solutions and Business management team
- The definition of business needs, requirements and specifications for banking or financial markets applications
- The management of ongoing work with technology during the build phase to ensure timely delivery and correct prioritization
- User Acceptance Testing of new developments before their implementation
- The training of users on new applications & processes
- The assessment of process and infrastructure requirements to support new products
- The development of operating procedures further to new products & services launch
- Partner with the Market Managers of the Hedge Fund and Private Equity business
- Manage process redesign across diverse teams including client onboarding and servicing
- Manage timelines, anticipate roadblocks and proactively provide solutions that deliver high-quality and timely results
- Proven results driving business objectives, on time
- Experience of working with Agile methodology for software development a plus
- Has a very strong understanding of the business unit(s) and the operating systems that support them
- Strong knowledge of consumer and business credit report data is strongly preferred
- Knowledge and experience with specific business rules engines is preferred
- Facilitate workshops and manage meetings with senior level stakeholders
Bank Project Manager Job Description
- Identify and understand current business processes and develop procedures specific to the US IHC
- Manage projects to deliver a robust front office risk management framework
- Drive workstream delivery through full project lifecycle
- Front-to-back management of a dedicated workstream/project
- Manage core PM tasks such as developing and maintaining project plans, RAID logs, regular status reports and updates for senior stakeholders
- Develop and execute communication and training plans
- Create meeting materials and lead/facilitate key project meetings and working groups
- Develop and manage relationships with program sponsors and partners across sales and trading business lines, supervisors, business management, Compliance and infrastructure functions
- Design and implement Operating Model changes for the T&E business to increase efficiency and mitigate risk
- Develop presentation materials for internal stakeholders, including senior management, that clearly explain the issue being discussed and drive meetings to a business decision
- Excellent communication skills to communicate key messages, simplify complex business situations and secure smooth business adoption of new solutions implemented
- 5+ years of Private Banking experience required, ideally in project management at large financial services organization
- Experience across diverse private banking functions including sales, product, service and technology
- Proven expertise with workflow and operating model design
- Results-oriented, self-starter – able to identify areas to add value and execute efficiently
- Prior process improvement, business analysis, and project management experience
Bank Project Manager Job Description
- Implement escalation processes where exception requests are reviewed, approved/declined, and documented
- Work with the Project Management Office to highlight initiatives and analyze data regarding T&E achievements and areas of opportunity to promote productivity
- Recommendations development for improvements across all aspects of operating model - re-design of organizational roles, process efficiencies and technology enhancements
- Project managing the Japan CTB project objectives, in close partnership with RTB and IT partners
- Providing project management oversight, including project planning and control, stakeholder management, status tracking and reporting, issue and risk management, and budget management
- Leading detailed analysis with RTB staff, wider Ops groups and Business Units to document business requirements - including defining current and future states, business rules and reference data requirements, and reviewing business requirements documentation with stakeholders to ensure accuracy
- Producing reference materials, as required
- Support Solutions Center agenda, including requirements, design, testing and implementation
- Create and maintain detailed project plans to ensure effective and integrated execution of the agenda
- Assist the Head of the Solutions Center and the Client Service management team in the effective management of the business as required, development of business plans and delivery on resulting strategic and tactical initiatives to address priorities
- Experience defining business requirements and managing and executing testing activities
- Develops strong relationships and personal credibility with the user community and understands how their needs/requirements can be incorporated into the delivery of the solution
- Strong communication skills - articulate and comfortable being assertive in communication to a range of different groups / levels
- Working knowledge/understanding of FATCA, French/Italian Transaction Tax, CRS
- Proven track record of project management or COO/business management experience within the investment banking front office environment, middle office / operations, or Legal/Compliance
- Sound understanding of the macro investment banking environment and industry initiatives, particularly around US Bank Regulations