Associates degree or equivalent work experience is preferred
Three (3) years of experience in a Financial Services or other customer-centric sales environment as well as familiarity with regulatory oversight is required
Excellent communication skills and the ability to effectively negotiate outcomes required
Experience with managing projects is required
Technologically savvy (i.e., Microsoft Office, Internet, mobile technology, bank systems)
A valid driver’s license is required as regional travel and some overnight stays may be necessary
Responsibilities
As a Financial Solutions Project Specialist, you will have ownership of multiple projects within the Financial Solutions Network
You will serve as the primary contact for these projects and are responsible for reporting on progress, management of task list, deploying additional resources as necessary and timely completion
You will represent the Financial Solutions Network in corporate level projects and initiatives and serves as the conduit of project information to and from the Financial Solutions Leadership team
Oversees multiple projects concurrently within the Financial Solutions Networks
Deploys Financial Solutions Network resources as appropriate
Represents the Financial Solutions Network on various cross-functional teams throughout the organization
Establishes and manages post-implementation review process to assess project results, individual and group achievements, effectiveness of techniques and approaches, overall lessons learned and recommendations for future projects
Creates processes and structure and prepares preliminary work on various future products
Manages the 3rd party vendor/service provider relationships and contract negotiations exclusive to the Financial Solutions Network as needed
Coordinates with IT partners in deploying and maintaining technology within all Financial Solutions Network
Serves as a primary point of contact for completion of the annual Business Resumption (D/R plan) for the Financial Solutions Center Network
Analyzes problems and performs in depth research on existing departmental procedures, the consequences of changing current procedures and shops competitors; compiles data into reports and makes recommendations
Represents Financial Solutions Network in corporate level projects and initiatives and serves as the conduit of project information to and from the Financial Solutions Leadership team