Business Banking Manager manages a business banking team building and maintaining relationships with clients by providing service and support. Ensures clients have an effective team to help them best understand and use company products. Being a Business Banking Manager builds relationships between themselves, team members, and clients and builds an understanding of clients' business, strategy, and risks. Helps team members provide advice to clients in particularly complex, challenging, or important situations. Additionally, Business Banking Manager ensures the team recommends and sells products such as loans, deposits, and fee-based services to appropriate clients. Requires a bachelor's degree. Typically reports to a director. The Business Banking Manager manages subordinate staff in the day-to-day performance of their jobs. True first level manager. Ensures that project/department milestones/goals are met and adhering to approved budgets. Has full authority for personnel actions. To be a Business Banking Manager typically requires 5 years experience in the related area as an individual contributor. 1 - 3 years supervisory experience may be required. Extensive knowledge of the function and department processes. (Copyright 2024 Salary.com)
PMP Certification is Mandatory , Experience with government solicitation processes
Remote with flexibility to travel onsite if the client requests an in-person meeting.(Harrisburg)
INTRODUCTION
The primary stakeholders for this initiative include the Office of General Counsel (OGC)and the Department of State (DOS) of whom will serve as initial adopters of the new legal case management system. Other Commonwealth-wide agency legal offices will subsequently implement the solution.
OGC and DOS are seeking to implement a comprehensive, highly configurable case and document management solution which leverages Microsoft Dynamics 365 and the Power Platform to support its operational needs.
The solution shall provide: a public-facing portal for citizens with appropriate credentials to submit complaints and information; accessibility via mobile devices for internal and external users, automated configurable workflows based on defined business rules; document/template generation, case management – tracking of case activities/expiration dates, filings due with corresponding alerts/notifications; robust routine and ad hoc reporting capabilities leveraging Microsoft Power BI, role based access to ensure confidentiality of data at the document level, payment processing, streamlined document redaction,modern interface capabilities to support bi-directional interfaces (APIs),Pennsylvania Justice Network (JNET), and other resources; work item time tracking feature, docket assignments, hearing scheduling (calendar integration),automated court filings, and integration with internal systems- including acceptance of EFT/direct payment.
The Project Manager (PM) will be responsible for overseeing the legal case management system implementation and change management initiatives for legal offices across the Commonwealth.
General
1.Provide any other generalized or specific observation relevant to this project.
2.Prepares bi-weekly reports and submits them to the OGC Deputy Chief of Staff.
3.Submit hours worked explicitly for this Project up to the maximum of 37.5 hours per week. This is an hourly position and only active hours on this project will be approved.
4.Responsible for scheduling work, distinguishing between effective and ineffective procedures interpreting and implementing instructions by management, explaining,or demonstrating work techniques, and sharing appropriate information as needed to ensure work is completed in a timely manner. Prepares reports and makes oral presentations as needed.
Phase 1: Documenting current process and ways to improve it via future solicitation of the new legal case management system SaaS
1.Attending agency briefings to understand user needs and business requirements for a complete understanding of current system and business processes and gather information on future needs.
2.Meet with staff to understand the business and programmatic processes. Capture each step of the business process workflows, reporting, and analysis for each agency.Works with employees and business process owners to understand all process steps.
3.Leads the agency in identifying business requirements for a new legal case management system and manages the process of selecting a new service. Develops evaluation criteria for the SaaS proposals by various vendors.
4.Identifies possible software companies, schedules software demonstrations, and reviews available services.
Phase 2: Implementation of new legal case management system SaaS
1.Works with the selected SaaS vendor to implement software, including developing and conducting end-user training
2.Works with internal and external stakeholders, including OGC senior leadership, OA IT,and SaaS vendor, to troubleshoot internal issues and escalate as appropriate.
3.Develops policies and procedures related to SaaS solution; creates online user guides and desk manuals, FAQs, and standard operating procedures. Responsible for the ongoing creation of process documentation for use by all system users to include setup for any customized configurations within the system at each site.
4.Develops a communication strategy for affected employees, training, and ongoing support under the new software.
5.As new standards are developed, provides updated training manuals, and develops and conduct trainings when needed.
Phase 3:Evaluate post implementation
Conduct evaluation of new legal case management system for improvements and continue to monitor and troubleshoot issues as they occur.
Skill Required / Desired Amount of Experience
Project Management Professional Certification. Required
Experience in project management techniques from pre to post implementation of new software. Required 7 Years
Develop analysis models to inform business decisions experience. Required
Develop a PowerPoint presentation of report findings, conclusions, and recommendations. Required
Experience with government solicitation processes. Required
Job Types: Full-time, Permanent
Pay: $30.00 - $40.00 per hour
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Work Location: In person
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