Project Manager Banking Job Description

Project Manager Banking Job Description

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Project manager banking provides direction to the staff for the development of web applications leveraging agile methodologies, both scrum and kanban methodologies in separate instances within standard practices.

Project Manager Banking Duties & Responsibilities

To write an effective project manager banking job description, begin by listing detailed duties, responsibilities and expectations. We have included project manager banking job description templates that you can modify and use.

Sample responsibilities for this position include:

Lead data quality project through all phases of project lifecycle
Proactively manage day to day data quality identification, research and remediation efforts
Proactively generate ideas for improvement in data and reporting new ways of looking at information
Manage weekly data quality issue meetings at the stakeholder, operational and project level
Monitor project progress and escalate any risks, issues, action items or change controls
Partner with Data Stewards, lines of business and application development areas to drive defect remediation, quality opportunities and development intake prioritization activities
Performs Data modeling and data analysis as required
Create, maintain, define and own mapping documents representing data elements across multiple upstream and downstream systems
Ability to code complex data extraction queries across multiple tables and data sources
Assist in the coordination of all data management, analysis, metrics, and presentation development

Project Manager Banking Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Project Manager Banking

List any licenses or certifications required by the position: PMP, PMI, ITIL, SCRUM, AWS, CTP, SM, PM, AGILE, PMBOK

Education for Project Manager Banking

Typically a job would require a certain level of education.

Employers hiring for the project manager banking job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Master's Degree in Business, Computer Science, Education, Engineering, Business/Administration, Finance, MBA, Project Management, Management, Technical

Skills for Project Manager Banking

Desired skills for project manager banking include:

Waterfall Agile SW development methodologies like SCRUM and Kanban the traditional plan-driven methodologies
Assigned business areas
Both agile and non-agile project methodologies
Current IT industry trends and solutions
Flexible working environments and strategies
MS Office products
Maintain and execute information management systems
Mutual of Omaha practices
Tools and languages used to develop
"navigating" within the bank to multiple business and tech groups

Desired experience for project manager banking includes:

Knowledge of downstream system – general ledger, risk, regulatory, finance
Experience in managing large programs, product management, develop roadmap, business architecture
MBA or equivalent advanced degree from a leading institution
Experience with Project Management tools such as Clarity, MS Project, Sharepoint
Generate and publish weekly, monthly and ad hoc reports
Data mining to support reporting

Project Manager Banking Examples

1

Project Manager Banking Job Description

Job Description Example
Our company is looking for a project manager banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for project manager banking
  • Analyzing & reporting project risks, costs, and benefits to ensure efficient delivery
  • Acting as a communication channel for status and issues
  • Interacting with decision-makers both internally and externally
  • Proactively working with other Project Managers in identifying and resolving issues that would present a risk to on-time implementation of programs or projects
  • Responsible for consolidated project and financial reporting across multiple lines of business
  • Track, monitor and report on technology forecast and variance to plan
  • Partnering with IT, delivering business requirements, and analyzing gaps in current platform and processes and identifying end-to-end solutions
  • Preparing and leading ad-hoc data analyses and reports as required by management, especially excel and tableau (or similar) modelling
  • Lead and coordinate projects to ensure strategies are aligned and critical issues are indentified and communicated
  • Ensure project management standards, methodologies and disciplines are entrenched in all projects, in keeping with CB Operations PMO and Project Management Framework/Risk and Control Self-Assessment guidelines
Qualifications for project manager banking
  • Work within a Scrum team to deliver technology solutions in an Agile fashion including but not limited to sprint planning, complexity analysis, standup calls, and sprint retrospectives
  • Conduct meetings, provide project status and communicate to senior management
  • Own the documentation of detailed functional specifications/stories, working with the business to analyze their business requirements and in return, providing technical expertise and producing functional design for application additions, changes and modifications
  • Track and manage issues/impediments, risks, action items and plan deliverable responsibilities
  • Understand the context in which data is used within the business and match business requirements to the sources of data within system
  • Develop use cases to explain / demonstrate business requirements / specifications to IT teams
2

Project Manager Banking Job Description

Job Description Example
Our growing company is hiring for a project manager banking. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for project manager banking
  • Proactive tracking of project schedules to agreed targets
  • Act as owner for CBB CCAR/Stress Testing process
  • Provide timely updates and escalate material issues across CBB
  • Manage and drive cross-platform programs to improve specific elements of service or platform stability, including t run meetings with infrastructure, support and development teams
  • Act as a consultant to the technology teams specific to stability initiatives and best practices
  • Management of project risks, issues & dependencies to ensure project remains on track
  • Partner with Management Reporting & Analysis (MR&A) team to actively manage a Client Experience Scorecard, which identifies and captures a series of internal operational metrics and external client-driven metrics
  • Support ongoing development of a Client and Employee Outreach program, to understand the client and competitive experiences across the CB landscape
  • Co-author CB’s ‘State of the Client’ report
  • Partner with MR&A to develop and deliver a predictive Client Experience analytics platform that identifies key metrics and their impact on business outcomes (e.g., Revenue, SVA)
Qualifications for project manager banking
  • You are responsible for delivery of technology solution to business partner
  • Work with technology teams throughout the firm to support the line of business needs
  • Ability to create and execute User Acceptance test scripts during the testing cycle and during production release
  • Prior experience of working in a trading/sales environment
  • Knowledge and experience of making pricing decisions is a must
  • Previous client negotiation experience
3

Project Manager Banking Job Description

Job Description Example
Our company is growing rapidly and is hiring for a project manager banking. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for project manager banking
  • Execute client experience projects, including analysis of problem issues using a strategic and tactical approach
  • Assist in preparing, driving and documenting meetings (e.g., steering committees, work groups)
  • Direct project activities following MB Resource Strategy & Execution (RS&E) Migrations Model to ensure seamless transition of functions with high quality results within defined timeframe taking ownership for from Project Kick off to completion
  • Responsible for overall project planning coordination, tracking, and status reporting
  • Ensure that the project management techniques and processes conform to corporate standards (Project Delivery Framework)
  • Resolve conflicts by demonstrating leadership and appropriate decision making competencies within the resources (direct or indirect) assigned to the project effort
  • As RS&E member, will manage the end to end process of assigned projects to deliver key work streams in migrating work from the donor to receptor site
  • Will mobilize key stakeholders closely partner with HR Recruitment, Training Team, Site Strategy while completing critical work stream deliverables of the project
  • Will mobilize key stakeholders closely partner with HR Recruitment, Training Team, Business Resiliency, Technology and O&C teams while completing critical work stream deliverables of the project
  • Will be main POC responsible in managing MB Seat Capacity & Demand Model, Seating Allocations/ Assignments, TQRS approvals for all MB job requisitions, Occupancy Cost Allocation and other seating-related matters and requests in support of MB business
Qualifications for project manager banking
  • Leading project related working groups and Steering Committees as applicable
  • Developing effective delivery and working relationships with all delivery stakeholders
  • Providing up-to-date status report throughout the project cycle
  • Minimum of 3 years Mortgage and/or Financial Services experience
  • Strong understanding of Mortgage Originations/Operations preferred
  • Outstanding communication & interpersonal relationship skills
4

Project Manager Banking Job Description

Job Description Example
Our growing company is looking for a project manager banking. Please review the list of responsibilities and qualifications. While this is our ideal list, we will consider candidates that do not necessarily have all of the qualifications, but have sufficient experience and talent.
Responsibilities for project manager banking
  • Lead large, geographically distributed, cross-line-of-business teams
  • Build relationships and manage client business and technology stakeholders of all levels, including senior leaders
  • Understand and execute on business drivers, trends, and pressures within the banking, payments, and/or wealth management industries
  • Process enhancement for better customer on-boarding journey including upgrade & new account opening
  • Process improvement of account opening and referral to HK from China business units
  • Project management on regional and cross units acquisition initiative
  • Explore the needs of specific groups and conduct workshops for them
  • Collaborate with stakeholders on due diligence process and conduct process improvement to speed up on-boarding
  • Lead teams of implementation consultants, software and system engineers and installation teams through the entire configuration, customization and installation of enterprise software products
  • Act as a primary contact on data quality issues detected
Qualifications for project manager banking
  • Demonstrated ability to be flexible, follow tight deadlines, organize and prioritize work
  • Previous experience on Compliance projects is preferred
  • Solid background in Financial Services CustomerCorrespondence - Email or SMS notifications, Letters and Bank Statements generation
  • Minimum of 5 years of experience in project manager with specific Wholesale Credit line of business domain exposure
  • PMIs PMP Certification a plus
  • Strong technical knowledge of connectivity & encryption tools, and
5

Project Manager Banking Job Description

Job Description Example
Our company is searching for experienced candidates for the position of project manager banking. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for project manager banking
  • Establish and maintain trusted advisor relationships with client project stakeholders by providing vision and future product roadmap
  • Adopt a development lifecycle methodology for all projects
  • Identify opportunities to leverage all BPM technologies
  • Facilitate review sessions with the client teams
  • Maintain and track project deliverables / milestones via regular status report updates to key stakeholders
  • Lead small scale, ad hoc projects that are required for overall success of the migration reconciliation of books and records post migration
  • Develop and maintain project documentation and reports for country and functional stakeholders
  • He/she will be in charge of the preparation of approach, the constitution and testing strategy
  • Review and standardize key process, policy & system functionalities regionally
  • Participate in regional process standardization and system implementation
Qualifications for project manager banking
  • To oversee the delivery of outsourcing compliance reports and scorecards, with a focus on outsourcing criticality, performance and risk measures
  • To perform this role successfully an individual must be capable of managing both strategic change agendas, whilst also managing and delivering day to day outsourcing regulatory and control compliance
  • 10+ years experience in Shared Services and Outsourcing engagements, preferable in Banking Operations
  • Experienced in outsourcing contract setup and service level agreements including scorecard reporting
  • Experienced in setup and management of service level thresholds and key performance indictors
  • Experienced in Outsourcing Regulatory Rules in the UK, US, Switzerland and APAC region

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