What are the responsibilities and job description for the Project Manager position at Provisions Group?
SUMMARY OF POSITION:
A Business Analyst/Project Manager should demonstrate commitment to delivering distinctive service. This position supports applications across the firm as it relates to system setup, control tables, application parameters, maintenance and problem resolution.
PRIMARY RESPONSIBILITIES:
· Provide distinctive service to clients and prospects, in person and over the telephone. Respond to client inquiries and satisfactorily resolve client issues. Support firm-wide achievement of the three-ring standard (all phones answered by a live person within three rings).
· Provide application support for Treasury Management Systems (ACH, Wire Transfer, etc.), Loan Systems, Deposit Systems, Salesforce, or DocuSign as it relates to product setup and changes; testing of new releases, data extracts and end user support.
· Lead projects. Assume a lead role in projects including review, management and implementation.
· Provide reports for all ad hoc reporting including data extracts.
· Meet all the client’s financial needs, both business and personal, and refers clients to other specialty areas such as Trust, Investments, Insurance, Treasury Management, etc. as appropriate.
· Assist other team members as needed to ensure delivery of distinctive service.
Description of Experience, Education and Training:
· College Degree Preferred. Training experience preferred.
· 5-10 years experience in providing systems support.
· At least 10 years of banking or financial services industry experience.
· Data base experience preferred.
· Working knowledge of all Federal and State requirements as it relates to aspects of deposit, lending , treasury management and/or loan transaction processing as well as internal audit requirements.
· Proficient with Microsoft Office (Word, Excel and PowerPoint).
Description of Capabilities, Physical Requirements and Abilities:
· Detail oriented with excellent interpersonal skills.
· Strong analytical skills required.
· Ability to work independently as well as collaboratively and prioritize daily tasks.
· Excellent verbal and written communication skills.
· Excellent customer service skills. Tact and diplomacy in dealing with both clients and associates.
