Bank Project Manager Resume
Summary : As a Bank Project Manager, Tracked and reported status on cross-divisional projects being completed by leads across Operations. Ensured the best practices and standards with respect to User Acceptance Testing, Resource Allocation, and Quantified Program Benefits, Return on Investment, and Break Even Points.
Skills : Microsoft Office, RIMS database.
Description :
- Managed a number of projects through the full project life cycle from the strategic project planning, execution and on to tactical activities.
- Ensured projects are well defined, aligned to business goals, well documented and appropriately reported.
- Ensured all risks and issues are understood, raised, prioritized and escalated with sufficient time to enable resolution &/or independent decisions to be made
- End to End Project management and delivered of key tactical and strategic regulatory initiatives across OCC Consent Order related iniatives - specifically in the AML KYC domain.
- Worked with Onboarding, Legal and AML Compliance partners to interpret and understand impacts of the evolving regulatory landscape.
- Worked with other Wealth Management platforms, business leaders, and subject matter experts to analyze business impact, identify how this changing regulatory landscape will change the Private bank business model and define options to achieve compliance.
- Created and implemented of detailed operating model changes.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Business
Bank Project Manager Resume
Summary : As a Bank Project Manager, Escalated risks and issues to Program Manager. Organized and maintained Program/Project artifacts/documents. Stayed abreast of cutting edge and disruptive technologies such as Robotics, Cloud Computing, Machine Learning.
Skills : Financial services sector, Program Management.
Description :
- Supported drives and influences the goals and strategies by taking initiative, engaging others, expressing ideas and challenging the status.
- Identified areas of (controls) improvement by keeping this goal at the forefront and connecting with other business lines to share/learn best practices.
- Solicited regular feedback from stakeholders and end users, via a self-designed & implemented mechanism.
- Set-up and drove cross functional project team to design and implement solutions and control framework in the UK.
- Extracted information, at all levels of the organization (individual contributor to senior management), to identify core problems/needs
- Wrote system requirement specifications to include use cases, data models, assumptions, and mock-ups, when necessary.
- Communicated technology initiatives and change to end users and senior management in an effective and timely manner.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Business
Bank Project Manager Resume
Summary : As a Bank Project Manager, provided best class project management processes to used across multiple functions within Global Business Services. Wrote an effective bank project manager job description, by listing detailed duties, responsibilities and expectations.
Skills : Develop and deliver presentations.
Description :
- Created & maintained end user business tools to bridge systems functionality.
- Provided product management support for the overall technology strategic roadmap.
- Participated and helped facilitate project prioritization.
- Participated and/or conducted end-to-end process reviews to inform current-state understanding (e.g., present methodology, bottlenecks, inefficiencies) to drive performance improvement efforts and reduce non-value adding expense.
- Collected, aggregated, and synthesized data for analytics processingto evaluate process improvement opportunities, drive business decision-marking, and estimate potential process improvement impact.
- Co-developed and maintained systems related training materials for systems access and use.
- Partnered with internal training groups to optimize RES systems training resources and delivery.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Finance
Bank Project Manager Resume
Summary : As a Bank Project Manager, Executed client experience projects, including analysis of problem issues using a strategic and tactical approach. Assisted in preparing, driving and documenting meetings steering committees, work groups. Directed project activities following MB Resource Strategy & Execution Migrations Model to ensure seamless transition of functions with high quality results within defined timeframe taking ownership for from Project Kick off to completion.
Skills : Accounting and basic terminologies.
Description :
- Coordinated with vendors to manage ad hoc projects and ongoing Bank AML initiatives and work flows.
- Streamlined work flows and processes including escalation and documentation of EDD reviews.
- Technology enhancements to processed and incorporated onboarding tools to business lines.
- Maintained up-to-date internal Bank AML client-related logs and keeping track of client-related metrics for periodic review, compilation, and regulatory/audit requests.
- Assisted in recordkeeping for the department, including but not limited to, ensuring proper documentation is available in customer files, coordinating with team members, and preparing such documentation for regulatory/audit requests.
- Assisted with ad hoc projects, including remediation/enhancement projects in coordination with Bank AML management, other AML groups, and outside consultants.
- Assisted with annual client customer reviews, enhanced due diligence, and related escalations.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Finance
Bank Project Manager Resume
Summary : As a Bank Project Manager, Led data quality project through all phases of project lifecycle. Proactively managed day to day data quality identification, research and remediation efforts. Proactively generated ideas for improvement in data and reporting new ways of looking at information. Managed weekly data quality issue meetings at the stakeholder, operational and project level.
Skills : Financial services sector, Alternatives, Mutual funds regulations.
Description :
- Assisted with the preparation of daily reports with outstanding work items of the Bank AML Group
- Effectively communicated and screened potential third party vendors in conjunction with varied stakeholders and business groups.
- Maintained and enhanced the RES SharePoint and Intranet sites.
- Created and maintained site documentation, to include content controls and permissions.
- Maintained a feedback mechanism from our users for iterative assessment and improvements of and for the site.
- Coordinated UAT amongst subject matter experts (SMEs) and single points of contact (SPOCs) throughout RES.
- Supported ongoing development of a Client and Employee Outreach program, to understand the client and competitive experiences across the CB landscape.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Economics
Bank Project Manager Resume
Summary : As a Bank Project Manager, Monitored project progress and escalate any risks, issues, action items or change controls. Partnered with Data Stewards, lines of business and application development areas to drive defect remediation, quality opportunities and development intake prioritization activities. Performed Data modeling and data analysis as required.
Skills : Assigned business line, Bank operations and business practices.
Description :
- Coordinated with other internal SharePoint Librarians for best practices.
- Conducted regular and thorough business review of function, including all control aspects of the business.
- Maintained a strong system of internal governance and controls.
- Raised difficult issues in a timely, transparent manner that discloses key information.
- Partnered with the Market Managers of the Hedge Fund and Private Equity business.
- Worked with Agile methodology for software development a plus.
- Experience in specific business rules engines is preferred.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Economics
Bank Project Manager Resume
Headline : Highly qualified Bank Project Manager with experience in the industry. Enjoy creative problem solving and getting exposure on multiple projects, and I would excel in the collaborative environment on which your company prides itself.
Skills : Planning, Project Management.
Description :
- Facilitated workshops and manage meetings with senior level stakeholders.
- Identified and understood current business processes and develop procedures specific to the US IHC.
- Managed projects to deliver a robust front office risk management framework.
- Drove workstream delivery through full project lifecycle.
- Managed core PM tasks such as developing and maintaining project plans, RAID logs, regular status reports and updates for senior stakeholders.
- Developed and executed communication and trained plans.
- Partnered 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.
Experience
5-7 Years
Level
Executive
Education
Bachelor's In Economics
Bank Project Manager Resume
Headline : As a Bank Project Manager, Created, maintained, defined and owned mapping documents representing data elements across multiple upstream and downstream systems. Coded complex data extraction queries across multiple tables and data sources.
Skills : Banking, Developmental Skills.
Description :
- Created meeting materials and lead/facilitate key project meetings and working groups.
- Developed and managed relationships with program sponsors and partners across sales and trading business lines, supervisors, business management, Compliance and infrastructure functions.
- Designed and implemented Operating Model changes for the T&E business to increase efficiency and mitigate risk.
- Developed presentation materials for internal stakeholders, including senior management, that clearly explain the issue being discussed and drive meetings to a business decision.
- Experienced across diverse private banking functions including sales, product, service and technology.
- Implemented escalation processes where exception requests are reviewed, approved/declined, and documented.
- Worked with the Project Management Office to highlight initiatives and analyze data regarding T&E achievements and areas of opportunity to promote productivity.
Experience
5-7 Years
Level
Management
Education
Bachelor's In Finance
Bank Project Manager Resume
Summary : As a Bank Project Manager, Ensured that the project management techniques and processes conform to corporate standards Project Delivery Framework. Resolved conflicts by demonstrating leadership and appropriate decision making competencies within the resources direct or indirect assigned to the project effort. Managed large programs, product management, develop roadmap, business architecture.
Skills : Business Assistant, Managing.
Description :
- Recommended development for improvements across all aspects of operating model - re-design of organizational roles, process efficiencies and technology enhancements
- Closed partnership with RTB and IT partners.
- Provided project management oversight, including project planning and control, stakeholder management, status tracking and reporting, issue and risk management, and budget management.
- Led detailed analysis with RTB staff, wider Ops groups and Business Units to document business requirements - including defined current and future states, business rules and reference data requirements, and reviewed business requirements documentation with stakeholders to ensure accuracy.
- Produced reference materials, as required
- Supported Solutions Center agenda, including requirements, design, testing and implementation.
- Created and maintained detailed project plans to ensure effective and integrated execution of the agenda.
Experience
7-10 Years
Level
Management
Education
Bachelor's In Finance
Bank Project Manager Resume
Summary : As a Bank Project Manager, Analyzed reported project risks, costs, and benefits to ensure efficient delivery. Acted as a communication channel for status and issues. Interacted with decision-makers both internally and externally. Proactively worked with other Project Managers in identifying and resolving issues that would present a risk to on-time implementation of programs or projects.
Skills : Interpersonal Skills, Implementational Skills.
Description :
- Assisted the Head of the Solutions Center and the Client Service management team in the effective management of the business as required, development of business plans and delivery on resulting strategic and tactical initiatives to address priorities.
- Experienced with defining business requirements and managing and executing testing activities.
- Developed strong relationships and personal credibility with the user community and understood how their needs/requirements can be incorporated into the delivery of the solution.
- Worked knowledge/understanding of FATCA, French/Italian Transaction Tax, CRS.
- Proven tracked record of project management or COO/business management experience within the investment banking front office environment, middle office / operations, or Legal/Compliance.
- Created materials for program charters, governance models, Workstream structures, key dependencies, RAID logs etc.
- Worked with stakeholders to prioritize work and drive milestones to completion.
Experience
7-10 Years
Level
Consultant
Education
Bachelor's In Finance
