Position Title
Business Program Manager - Specialized Commercial Banking
Location
Work From Home CA
Job Summary
As a direct report to the Head of Specialized Industries and Capital Markets, the Business Program Manager will perform critical roles to create leverage for the Head of Specialized Industries and Capital Markets and the Specialized Industries and Capital Markets leadership team. Applies discretion and independent decision making to multiple job functions including; financial reporting, information management, content creation, special projects, strategy implementation, team and office management, and administrative support. This position provides a crucial function for the senior leadership team, helping them make informed decisions and execute their strategic vision for the bank. Independently manages projects and is responsible for enhancing effectiveness for the team. Responsible for gathering information to prepare reports, assisting with the planning of events, managing and directing certain inquiries, managing and prioritizing meetings for the executive and assisting with the creation of timely communications. Will be required to apply knowledge of assigned Specialized Industries and Capital Markets to perform all tasks.
Pay Range: Local Minimum Wage - $0.00 - $0.00
Job Responsibilities:
Job Responsibilities
- Works closely with the Head of Specialized Industries and Capital Markets to:
- Structure and manage projects for the leadership team. This involves translating leadership team priorities to executable plans, problem solving with other team members and partners to achieve stated outcomes, conducting research and analysis as needed to inform the project, and ensuring projects are brought to closure.
- Create content to support executive presentations, board materials, leadership routines, team meetings, and other forums. Content may take the form of presentations, agendas, executive summary and action items, spreadsheets, or other.
- Analyze data to discern insights that support decision making.
- Assists other members of the senior leadership team with special projects, content creation, analysis, and research, as required.
- Develops and distributes reports, collects and analyzes information, prepares presentation materials which may include multi-media applications.
- Organizes written and verbal communication, draft letters and documents, takes meeting minutes, oversees maintenance and organization of recordkeeping and filing. Effectively communicate announcements.
- Makes travel arrangements, manage calendars and prioritize meeting requests for an orderly schedule for Head of Specialized Industries and Capital Markets and other executives within the office.
- Interfaces with other leaders, stakeholders, and vendors for business overviews, presentations and onsite visits and coordinates all office needs such as onboarding.
Additional Comments
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements
Education & Experience:
Required Qualifications:
- Education level required: Undergraduate Degree (4 years or equivalent).
- Minimum experience required: 5+ years in a business analyst or similar role in the financial services industry.
- Demonstrated ability to create executive level presentations.
- Demonstrated strong written and verbal communication skills.
- Demonstrated strong analytical and problem-solving skills.
- Proficiency with Microsoft applications with an emphasis on PowerPoint, Excel, and Sharepoint.
Preferred Qualifications:
- Project management experience.
Job Competencies:
- Excellent written and verbal communication skills.
- Proven analytical skills to gather and summarize data for reports, find solutions to challenges and prioritize work.
- High degree of curiosity and learning agility.
- Strong attention to detail.
- Strong time management.
- Ability to rotate across multiple projects / tasks, prioritizing appropriately.
- Self-starter, able to action on priorities with moderate level of direction.
- Positive attitude, friendly demeanor, and a team player.
- Demonstrated interpersonal skills to handle sensitive and confidential matters.
- Excellent customer service skills.
- Solid typing and data entry skills.
- Proven ability to use independent judgment required to plan, prioritize, and organize a diversified workload for executive management.
- Team player with the ability to create structure amidst a leadership team with different working styles.
- Physical demands (ADA): No unusual physical exertion is involved.