Bank Project Manager Job Description
Bank project manager
provides best in class project management processes to be used across multiple functions within Global Business Services.
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:
Manage a number of projects through the full project life cycle from the strategic project planning, execution and on to tactical activities
Ensure projects are well defined, aligned to business goals, well documented and appropriately reported
Ensure all risks and issues are understood, raised, prioritised and escalated (if appropriate) with sufficient time to enable resolution &/or independent decisions to be made
End to End Project management and delivering of key tactical and strategic regulatory initiatives across OCC Consent Order related iniatives - specifically in the AML KYC domain
Working with Onboarding, Legal and AML Compliance partners to interpret and understand impacts of the evolving regulatory landscape
Working with other Wealth Management platforms, business leaders, and subject matter experts to analyze business impact, identify how this changing regulatory landscape will change the Private bank business model and define options to achieve compliance
Creating and implementation of detailed operating model changes
Set-up and drive cross functional project team to design and implement solutions and control framework in the UK
Ability to extract information, at all levels of the organization (individual contributor to senior management), to identify core problems/needs
Ability to write system requirement specifications to include use cases, data models, assumptions, and mock-ups, when necessary
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:
Microsoft Office
RIMS database
Basic terminologies used in the financial services sector
Program Management processes and directives
Ability to develop and deliver presentations to all levels of management
Accounting and basic terminologies used in the financial services sector
Alternatives & Mutual funds regulations
Ariba
Assigned business line
Bank operations and business practices
Desired experience for bank project manager includes:
Strong Leadership - Supports drives and influences the goals and strategies by taking initiative, engaging others, expressing ideas and challenging the status quo
Compliance interpretation and advice experience with regulatory programs such as CASL, FATCA, QI
Solid knowledge and expertise in the use of project management methodologies and tools
Strategic alignment to business priorities and controls
Identify areas of (controls) improvement by keeping this goal at the forefront and connecting with other business lines to share/learn best practices
Solicit regular feedback from stakeholders and end users, via a self-designed & implemented mechanism
Bank Project Manager Examples
1
Bank Project Manager Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of bank project manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for bank project manager
- 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
Qualifications for bank project manager
- 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
2
Bank Project Manager Job Description
Job Description Example
Our innovative and growing company is hiring for a bank project manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bank project manager
- 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
Qualifications for bank project manager
- 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
3
Bank Project Manager Job Description
Job Description Example
Our growing company is looking to fill the role of bank project manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bank project manager
- 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
Qualifications for bank project manager
- 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
4
Bank Project Manager Job Description
Job Description Example
Our innovative and growing company is looking to fill the role of bank project manager. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for bank project manager
- 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
Qualifications for bank project manager
- 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
5
Bank Project Manager Job Description
Job Description Example
Our company is growing rapidly and is looking for a bank project manager. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for bank project manager
- 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
Qualifications for bank project manager
- 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