Bank Operations Project Manager

POSITION TITLE: Operations Project Manager

REPORTS TO: VP/Operations

CLASSIFICATION: Exempt

SCOPE:

The Operations Project Manager is part of the bank’s operations area and will report directly to the VP/Operations. Primary responsibilities of this position are to lead or assist in new product implementations and maintenance of Fiserv products and other vendor products under the direction of the VP/Operations.

ACCOUNTABILITIES:

Specifications Management:

• Responsible to make changes to the bank’s core banking specifications in collaboration with the VP, Operations.

· Responsible to set up all new users/delete users in the Fiserv and Shazam system.

· Responsible to update all deposit and loan rates under dual control in the Fiserv system.

· This position will work with the VP, Operations to ensure the bank products, T&C, and TISA are set within the Fiserv core accurately.

· Assist with product creation in the core or other systems.

· Assist with system and mass clean-up (old products/changes)

· Assists will Fiserv upgrades including Teller and Business Process Manager

· Assists with other vendors products/projects such as Shazam.

Project Management:

• Will work with operations departments (Deposit Operations, Treasury Management) to roll out new products and/or enhancements.
• Will act as the liaison between the bank and the vendor.

· Will keep track of the projects, products by keeping them on schedule.

• Will follow up with the vendor or bank staff to ensure products/products are completed to their full capability. Will ensure bank staff has been trained in the new product. (doesn’t mean this position has to do the training but ensures the training is scheduled/happened)
• Will work with VP, Operations to look for new products for the bank.
• May attend user group meetings, conferences.

General Operations:

· Coordinate internal resources in the event there are Fiserv issues.

· Assist when Fiserv cases may need to be escalated under the direction of the VP, Operations

· Will work with VP, Operations to continually look for more way to make the operations space more efficient.

· Will assist in writing procedures for deposits or Treasury Management.

· Will create favorable relationships with bank staff to understand the business needs to each department.

· Will be responsible for disseminating vendor communication such as Fiserv publications.

COMPETENCIES:

Attention to Detail:

• Thoroughness to accomplishing a task through concern for all the areas involved, no matter how small. Monitors and checks work or information and plans and organizes time and resources efficiently.

Reasoning Ability:

· Ability to define problems collects data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.

Oral/Written Communication:

· The ability to express thoughts and ideas in a clear and concise manner, both orally and in written form to a variety of audiences and to all levels of staff.

Professionalism:

• Project a positive image of the bank to all internal and external customers.

Time Management:

· Ability to effectively manage one’s time to complete work according to established deadlines. The ability to prioritize tasks to make the best use of time for high priority tasks.

EDUCATION AND SPECIAL REQUIREMENTS:

· Four-year degree or significant related business experience.

· 3-5 operations experience preferred; project management experience required.

· Fiserv Premier experience preferred.

• Must be able to work under stress and handle difficult situations.
• This job requires skills needed in a typical office environment. This includes Microsoft Word and Excel skills, communications skills, as well as utilization of office equipment.

PHYSICAL DEMANDS The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this job, the employee is regularly required to talk or hear. The employee frequently is required to stand; walk; sit; use hands and fingers; reach with hands and arms. The employee is occasionally required to climb or balance; stoop, kneel, crouch, or crawl; and taste or smell. The employee must frequently lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception, and ability to adjust focus.

WORK ENVIRONMENT The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Job Type: Full-time

Pay: $65,000.00 - $90,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Work Location: In person

Salary : $65,000 - $90,000