Transformation Officer

Primary Purpose:

As a Transformation Officer you are responsible for supporting various technology and business teams across the organization.  This role will work closely with various departments to understand and document new initiatives (using tools such as ServiceNow, Business Template, and standard PMO templates).  You will also identify barriers to providing recommendations to initiate new priorities. The role will also be responsible for coordination support that will include cross-functional team identification and formation, process analysis and modeling support. 

Essential Responsibilities:

• Assist with the documentation and QC of various initiatives that are presented to SPAC
• Collaborating with business leaders to understand their needs and challenges, including coordinating initiatives that will be presented to SPAC on a monthly basis
• Responding to sudden and / or unexpected shifts in stakeholder needs
• Ensure continuing communication at all levels
• Facilitate workshops to gather necessary information related to improvement initiative
• Scheduling meetings for executives and / or project teams in order to prepare for presentations to SPAC
• Assisting with the tracking and reporting of resource allocation based on initiatives approved and / or ongoing
• Prepare regular reporting updates to SPAC on the key measures and status of all initiatives
• Prepare and distribute meeting agendas, materials, minutes and other documentation as necessary to support the Organizational Transformation Office
• Adheres to applicable federal laws, rules, and regulations including those related to Anti-Money Laundering (AML) and the Bank Secrecy Act (BSA).
• Other duties as assigned.

You are a person that will require several key skills, including:

• Strong Communication Skills including written and verbal communication skills, especially in facilitation, to convey change visions effectively and engage stakeholders at all levels.
• Financial literacy and familiarity with key financial metrics that align process improvements with organizational goals.
• Ability to interpret and act on data insights to drive informed decision-making and optimize processes based on data-driven analysis.
• Critical / analytical thinking required to systematically break down multi-dimensional processes into component parts to identify the best possible solutions.
• Understand process improvement methodologies including process mapping, benchmarking, root cause analysis, and continuous improvement tools required to drive operational excellence 
• Understand organizational change management impacts and the decision-making process within the bank to determine the readiness for change and removing any unnecessary barriers to implementing and sustaining change.
• Business Sophistication by demonstrating an understanding of the external marketplace and the impact on the bank’s operations.

Minimum Required Skills & Competencies:

• Bachelor’s degree
• 3 years of Banking Experience
• Strong Verbal and Written Communication Skills
• Strong Technical/Computer Skills
• Strong Organizational and Multi-tasking skills
• Detail oriented with strong time management skills.
• Ability to work independently and well under pressure.

Desired Skills & Competencies:

• Master’s degree with concentration in Business
• Understand new project management technologies and methodologies
• Understand key KPIs that drive the Bank’s performance

Physical Requirements:

• Express or exchange ideas by means of the spoken word via email and verbally.
• Exert up to 10 pounds of force occasionally, use your arms and legs, and sit most of the time.
• Have close visual acuity to perform activities such as analyzing data, viewing a computer terminal, reading, and preparing documentation.
• Not substantially exposed to adverse environmental conditions.

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential responsibilities of this job.  Reasonable accommodations may be made to enable individuals with disabilities to perform essential responsibilities.