AVP, Senior Project Officer
Location: Rosemead
Posted on: June 23, 2025
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Job Description:
Review and analyze the business processes of the branch and
back-office functions and identify opportunities to improve
efficiency and effectiveness. Work with management and business
units to plan, organize, and deploy various Operations projects.
With the research and analytics team, provide level 2 escalation
support for the resolution of system issues. Responsible for
identifying and recommending improvements to products or workflows,
and the implementation of approved enhancements. Responsible for
User Acceptance Testing for enhancements and updates of product and
fee components. Work with Operations on procedure development and
deployment. Work as part of the Operations Team for Acquisition and
Branching projects. Perform Bank control review and updates.
ESSENTIAL FUNCTIONS • Support Business Units reporting needs by
gathering and analyzing data using Business Intelligence (BIC) for
the purpose of identifying solutions for strategic business needs
and/or operational requirements. • Design and develop reports using
Business Intelligence (BIC) to support the operations department in
meeting operational and strategic reporting requirements. •
Maintain a library of model reports for various types of recurring
or repetitive information gathering. Validate the integrity of
reporting models and make changes as required. • Participate in the
planning and management of small to moderate scope projects,
including the associated project documentation. • Conduct
vendor/system analysis. Provide support for the development of
proposals for new operational functionality within the system
and/or new or expanded vendor relationships. • Assist with all
aspects of systems related requests, including system testing and
documentation. • Be proficient in the essential functions of the
Bank Control Administrator, as it relates to making specific types
of changes to the system, such as rate changes, new products, and
fee updates, etc. Act as the back-up for these functions as
required. • Submit service requests and project scoping documents
to IBS Support for deployment or project evaluations. Track and
validate IBS output and solutions. • Act as liaison between
Operations and the IBS Support Department and/or Internal IT for
purposes of problem resolution. QUALIFICATIONS • Education: College
Graduate, or equivalent experience. • Experience: 3-5 years of
experience in banking/financial services. Project management
training or education helpful. IBS Deposit System knowledge
including familiarity with BIC, TellerInsight, Sales Management and
Deposit Origination functionality. System testing experience
required. Good understanding of banking and branch operations.
Understanding of acquisition, relocation and denovo branch
processes, including project management, mapping,
testing/validation, balancing, as well as the documentation of the
various components. • Skills/Ability: • Analytical approach to
research. Good understanding of project management concepts. Good
organizational skills. Ability to communicate with staff at all
levels. PC proficient, including Excel, Word, and PowerPoint.
Ability to work with minimal supervision. • Familiarity with branch
and back-office functions, systems and related policies and
procedures and regulatory issues. • Ability to work independently
and in a team environment. • Ability to organize and coordinate
multiple tasks. • Detail oriented. • Strong analytical thinking
along with written and verbal communication skills. • Must show
initiative, be self-motivated, and adapt well to a changing
environment. • Must be committed to seeking opportunities for
improvement and achieve results despite challenges.
Keywords: , Lake Forest , AVP, Senior Project Officer, IT / Software / Systems , Rosemead, California
