Project Manager, Business Systems​/ Tech Analyst, Data Analyst

Summary

The Project Manager (PM) leads end-to-end project delivery while performing the business analysis required to achieve measurable outcomes. This integrated role merges project management (scope, schedule, risk, stakeholder alignment) with requirements, process design, and solution validation, embedding a Lean mindset, a Human Centric AI approach, and a KPI-driven culture into every initiative. The PM operates within established project management standards and partners closely with business units, technology teams, vendors, and colleagues to ensure value, compliance, and transparency.

Note:

this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

• Own outcomes from initiation through closure; manage scope, schedule, budget, dependencies, risks, and issues.
• Communicate effectively with stakeholders and sponsors to keep them informed and engaged.
• Maintain a right‑sized project plan, RAID (Risk, Assumptions, Issues, Dependencies) log, stakeholder communication plan, and change control.
• Drive cross‑functional execution and coordinate vendor work.
• Use Organizational Process Assets (OPAs): templates, stage gates, playbooks, and lessons learned.

• Lead discovery and elicitation (interviews, workshops, observation, document analysis) to define current state, pain points, and desired outcomes.
• Produce clear, testable requirements (business requirement documents, user stories, acceptance criteria), process maps, and solution options with impact analysis.
• Partner with technical teams to ensure feasibility, security/compliance alignment, and effective user acceptance testing, and change management.

• Model and coach a Lean mindset (waste identification, value focus, standard work, visual management) within day‑to‑day project practices.
• When project work uncovers waste, rework, control gaps, or improvement opportunities, initiate appropriate Lean improvements within the project scope (e.g., refine handoffs, standardize work, simplify steps) and coordinate with designated Lean facilitators or process owners for any formal Kaizen events.
  
  Note:
  
  This role is not responsible for leading Kaizen events; those are conducted outside the PM/BA role.

• Identify and scope AI/automation use cases and opportunities (task automation, copilots, predictive dashboards) to increase throughput and quality.
• Partner with Data Engineering/IT to assess risks/controls and adoption; track realized value against plan.

• Define KPIs/OKRs for projects (value delivery, budget adherence, on‑time milestones, adoption/utilization, error/defect rate).
• Embed KPI tracking in project artifacts and PM reporting; ensure post‑go‑live benefit realization.
• Governance, Compliance & Risk:
  Operate within project management governance, vendor/risk policies, and banking regulatory expectations (e.g., SOC/GLBA/PCI/FFIEC as applicable). Ensure proper evidence and documentation for audits, model/use‑case reviews (for AI), and vendor oversight.

• Mentor colleagues on PM standards; provide clear tasks, templates, and feedback.
• Support training sessions on Lean mindset (non‑Kaizen leadership), AI usage, OPAs, and KPI discipline.

• Perform other duties as assigned by the Project Management Manager or Director of Electronic Banking.
• Regular and reliable attendance is a requirement of any job at the Bank.

Proven delivery of process automation, workflow optimization, business analytics, or platform implementations (core banking, digital banking, payments, data/BI).

• Bachelor’s degree in Business Administration, Project Management, or related field required.
• Project Management Professional (PMP), Lean facilitator, or similar certification preferred.

• Project delivery (planning, dependency/risk management, stakeholder communications, vendor coordination).
• Requirements engineering, process mapping (BPMN/Visio/Miro), data fluency, testing/UAT planning.
• Lean mindset and continuous improvement; ability to model Lean behaviors without leading Kaizen events.
• AI & automation literacy: scope use cases, collaborate with technical teams, track value realization.
• KPI discipline: define/track KPIs and benefits; working knowledge of BI tools (e.g., Power BI).
• Executive communication, facilitation, negotiation, change leadership; high ownership/self‑starter.

Supervisory Responsibility:
None

Physical Requirements:

Normal office activity. Occasional travel between locations as needed.

AA/EOE/D/V/MEMBER FDIC