The Role
Lead end-to-end project delivery for banking initiatives, managing scope, budget, schedule, risks, stakeholders, compliance, and cross-functional teams to ensure timely, on-budget implementation.
Summary Generated by Built In
Position Summary: This position is responsible for independently organizing and leading projects of all sizes from inception to completion and is accountable for managing key elements of all projects including scope, resources, time and budget. In addition, this position coordinates project resources and also facilitates relationships within the project, which can include customers, team members, and vendors. This position functions as the central point of contact for all project-related information.
Essential Functions
- Project Management: Lead end-to-end project management of initiatives, including planning, execution, monitoring, and closing of projects within scope, time, and budget.
- Proactive Problem Solving: Anticipate potential challenges and risks within the project lifecycle, and work closely with team members and stakeholders to develop and implement solutions before they escalate.
- Make independent decisions within the scope of the projects.
- Stakeholder Engagement: Work closely with business stakeholders, including senior management, business units, and external vendors, to understand business needs, define project requirements, and ensure alignment with organizational goals.
- Risk Management: Identify potential risks and issues within projects, develop mitigation plans, and manage risks to minimize project disruptions.
- Team Leadership: Coordinate and collaborate with cross-functional teams, including developers, business analysts, network engineers, and QA professionals, to ensure project success.
- Budget & Resource Management: Manage project budgets, allocate resources effectively, and ensure that all project deliverables are met on time and within budget.
- Change Management: Oversee the transition of new systems and processes, ensuring that they align with existing banking operations and comply with regulatory requirements.
- Compliance & Security: Ensure all projects adhere to banking industry regulations and compliance standards, including data security and privacy laws.
- Reporting & Documentation: Provide regular project status updates, progress reports, and post-project evaluations to senior leadership. Maintain comprehensive project documentation and track all project milestones.
- Continuous Improvement: Monitor project performance and suggest improvements to processes, tools, and methodologies to enhance project delivery.
- Regular, reliable, and predictable attendance.
Marginal Functions
- Ensure stakeholder engagement in the project, aligning expectations with expected outcomes.
- Process problems into solutions or new opportunities.
- Manage third party relationships including but not limited to printers, designers, consultants, utilities and technology companies involved in the project to include scheduling activities, maintaining budget control and ensuring deliverables are properly defined and completed on schedule.
- Build and maintain friendly, warm relationships or networks of contacts with people who are, or might someday be, useful in achieving work-related goals.
- Assist to provide focus and direction to the members of individual project teams while acting as a liaison to management.
- Maintain compliance with and adhere to all state and federal regulations and Bank policies and procedures, including, but not limited to Bank Secrecy Act, SAR, CTR, FACT ACT, Community Reinvestment Act, EEO, and fair employment practices.
- All other duties as assigned.
Minimum Educational & Experience Requirements
- Bachelor’s degree in Project Management or Project Management Certification preferred
- Demonstrated ability in project management. An acceptable combination of education and experience may be considered
- Banking experience preferred
- Minimum of 3 years’ experience in Project Management.
- Experience with managing large project budgets, high-priority and complex projects, and large project teams.
Minimum Skill Requirements
- Ability to effectively manage multiple priorities, work under pressure, and meet tight deadlines
- Superior interpersonal skills. Must be able to effectively communicate with Operations staff, bank clients, and outside vendors
- Ability to frame critical issues in a manner that facilitates informed decision-making
- Ability to make sound recommendations to management
- Ability to work flexible hours as necessary
- Ability to relate well with others and build effective business relationships
- Ability to manage budgets
- Ability to manage large project teams
- Demonstrated understanding of the banking environment and underlying organizational issues. Understands organizational climate and culture along with policies and formal and informal structures
- Excellent organizational and time management skills
- Excellent written and oral communication skills including document production and editing; demonstrated ability to openly and respectfully communicate in a way that promotes understanding in both written and verbal communication
- Excellent computer skills in current computer technology and related software programs including Microsoft Word, Microsoft Outlook, Microsoft Excel, Microsoft PowerPoint, Microsoft Visio, and Project Management software
Physical Demands
In terms of an 8-hour workday, “occasional” equals 1% to 33%, “frequent” equals 34% to 66% and “continuous” equals 67% to 100%. However, some duties are performed monthly, annually or sporadically throughout the year and are essential functions. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions of the position, if the accommodation does not impose an undue hardship that would require significant difficulty or expense.
- Continuous remaining in a stationary position, particularly, but not limited to, at a desktop computer
- Continuous repetitive use of hands/arms; particularly concerning to typing, writing, phone & computer use
- Continuous visual review of documents such as financial statements, contracts, spreadsheets, and other electronic and printed material
- Continuous communication: verbal and written, in-person, phone and electronic
Work Environment
- Office environment with occasional travel to market center locations
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Top Skills
Microsoft Word,Microsoft Outlook,Microsoft Excel,Microsoft Powerpoint,Microsoft Visio,Project Management Software
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The Company
What We Do
Primis is the first bank to get it right. We bring you the backing of a FDIC insured institution with the brains of a tech company—offering both security and ease; sophisticated offerings that are super simple to navigate. We break through all the fine print, wait times and red tape—bringing you services that actually serve and solutions that solve real problems.
Some say they're doing things different, we say we're doing things right.
