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The main purpose of this job is to lead divisional reporting, participate in project planning, and handling a variety of needs for the Bank Operations. Additionally, it supports Bank Ops Case Management in collaboration with the Commercial Salesforce team.
Job Responsibility:
Collaborate with business units to elicit, analyze, and document functional requirements for Salesforce solutions
Develop and deliver training materials, job aids, and documentation
conduct training sessions and provide ongoing support
Serve as a liaison between business units, technical teams, and business partners
Provide regular status reports and progress updates to stakeholders
Lead divisional reporting by ensuring timely completion of monthly deliverables
Participate in strategic planning activities, including budget support, KPI review, and providing divisional insights
lead initiatives to modernize reporting through data analytics systems
Manage individual contributors and oversee daily operational responsibilities
Build and maintain strong working relationships with internal and external customers
Collaborate with key stakeholders and with all leaders at all levels of the organization
Lead, mentor and motivate team members to implement the department strategy
Perform all necessary management functions, including hiring, evaluations, annual increase allocations and disciplinary action
Communicate decisions, priorities and relevant information to team members effectively
Support budget management, planning and expenditure
Requirements:
Bachelor’s degree in Information Technology, Business, Math, Engineering, Marketing or equivalent combination of education and experience required
6+ years project management or operations experience required
3+ years management experience required
Strong knowledge of the project management or operations field, including knowledge of best practices
Intermediate knowledge of how Salesforce solutions support organizational case management goals
Intermediate knowledge of Agile or Waterfall methodologies within project management
Strong operational mindset to improve existing processes with either non-technical or technical solutions
Ability to influence and effectively communicate with senior leadership and beyond
Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
Ability to drive results and balance management of organizational risk and meeting goals of the business
Strong leadership skills with ability to motivate team members and foster a positive team environment
Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company
Ability to remain adaptable and resilient to all situations with an optimistic outlook
Advance level proficiency with Microsoft Word, Excel, Teams, Visio and Outlook
What we offer:
employer sponsored health, dental, and vision insurance